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Truist Financial

881 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

2% more capital invested

Capital invested by funds: $23.9B → $24.4B (+$568M)

1% more funds holding

Funds holding: 875881 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.36% less ownership

Funds ownership: 64.83%64.48% (-0.36%)

5% less call options, than puts

Call options by funds: $174M | Put options by funds: $183M

11% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 347

Holders
881
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
21.96%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
75
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
476
TIAA FSB
Florida
$1.36M +$110K +2,383 +9%
ECM
477
Everence Capital Management
Indiana
$1.34M
V
478
Veritable
Delaware
$1.33M -$11.8K -257 -0.9%
FP
479
FDO Partners
Massachusetts
$1.3M +$1.28M +27,809 New
CD
480
Carl Domino
Florida
$1.3M -$95.8K -2,085 -7%
W
481
Wealthfront
California
$1.3M +$310K +6,746 +32%
Robeco Institutional Asset Management
482
Robeco Institutional Asset Management
Netherlands
$1.29M +$6.8K +148 +0.5%
GRQ
483
Gardner Russo & Quinn
Pennsylvania
$1.27M +$151K +3,291 +14%
ODCM
484
Old Dominion Capital Management
Virginia
$1.25M +$11.8K +256 +1%
WPA
485
West Paces Advisors
Georgia
$1.25M +$101K +2,194 +9%
AF
486
Arrow Financial
New York
$1.24M +$460 +10 +0%
CONA
487
Capital One National Association
New York
$1.24M -$32.5K -707 -3%
CI
488
Conning Inc
Connecticut
$1.23M -$1.84K -40 -0.2%
SNT
489
Security National Trust
West Virginia
$1.21M +$919 +20 +0.1%
CAL
490
Capital Analysts LLC
Pennsylvania
$1.2M +$18.2K +396 +2%
PA
491
Probity Advisors
Texas
$1.19M -$21.1K -459 -2%
BCM
492
BlueCrest Capital Management
Jersey
$1.18M +$1.16M +25,126 New
ICOA
493
Investment Centers of America
North Dakota
$1.16M -$373K -8,117 -25%
TTWM
494
TCV Trust & Wealth Management
Virginia
$1.15M +$89.5K +1,948 +9%
KI
495
Koch Industries
Kansas
$1.15M +$433K +9,412 +63%
AIM
496
Anchor Investment Management
South Carolina
$1.14M +$2.25K +49 +0.2%
CG
497
Caprock Group
Idaho
$1.14M +$1.47K +32 +0.1%
MA
498
Montag & Associates
Georgia
$1.13M -$11.5K -250 -1%
EIM
499
Essex Investment Management
Massachusetts
$1.13M -$59.9K -1,302 -5%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$1.13M -$11.1K -241 -1%

TFC Hedge Fund Activity: Q3 2017 in Review

881 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2017, worth a combined $24.4B — up 2.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new TFC positions and 60 closed out — a net gain of 15 holders — while 310 added to existing stakes and 347 trimmed.

The largest buyer was Bank of America, adding an estimated $219M. The largest seller was Capital International Investors, cutting an estimated $191M.

  • 881 institutional investors held Truist Financial (TFC) as of Q3 2017, up from 875 in Q2 2017.
  • Funds reported $24.4B of Truist Financial stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 75 funds opened new Truist Financial positions in Q3 2017 and 60 closed out, a net change of +15 holders.
  • The largest Truist Financial buyer in Q3 2017 was Bank of America, an estimated $219M added.
  • The largest Truist Financial seller in Q3 2017 was Capital International Investors, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2017.