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Truist Financial

629 hedge funds and large institutions have $13.7B invested in Truist Financial in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $131M | Put options by funds: $84.3M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

1% more funds holding

Funds holding: 620629 (+9)

7% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 233

2% more capital invested

Capital invested by funds: $13.5B → $13.7B (+$233M)

0.94% more ownership

Funds ownership: 56.66%57.59% (+0.94%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
20.39%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.42%
New
59
Increased
250
Reduced
233
Closed
47
Calls
$131M
Puts
$84.3M
Net Calls
+$46.8M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
GCT
501
Galaxy Capital Trading
British Virgin Islands
$307K +$318K +9,100 New
DDPIC
502
Deroy & Devereaux Private Investment Counsel
Michigan
$304K
CIA
503
Choate Investment Advisors
Massachusetts
$299K -$34.9K -1,000 -10%
NDSI
504
Newman Dignan & Sheerar Inc
Rhode Island
$296K +$26.9K +770 +10%
CCM
505
Cai Capital Management
New York
$292K -$1.05M -30,063 -78%
CMBA
506
C.M. Bidwell & Associates
Hawaii
$291K +$302K +8,635 New
Northwestern Mutual Wealth Management
507
Northwestern Mutual Wealth Management
Wisconsin
$290K -$17.6K -503 -6%
BHIA
508
Birch Hill Investment Advisors
Massachusetts
$290K
HIM
509
Hermes Investment Management
United Kingdom
$290K
CIBC World Market
510
CIBC World Market
Ontario, Canada
$290K +$48.3K +1,382 +19%
GIA
511
Guyasuta Investment Advisors
Pennsylvania
$288K -$382K -10,925 -56%
SFM
512
Signature Financial Management
Virginia
$288K
MYLI
513
Meiji Yasuda Life Insurance
Japan
$287K -$281K -8,043 -49%
CCM
514
Cutler Capital Management
Massachusetts
$287K +$122K +3,500 +70%
GLI
515
Guardian Life Insurance
New York
$286K +$1.78K +51 +0.6%
TCOV
516
Trust Company of Vermont
Vermont
$285K -$7.75K -222 -3%
WCM
517
Wisconsin Capital Management
Wisconsin
$284K
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$282K +$5.52K +158 +2%
MIU
519
Man Investments (UK)
United Kingdom
$281K +$291K +8,340 New
RB
520
Rodgers Brothers
Pennsylvania
$280K +$175 +5 +0.1%
SCA
521
SAC Capital Advisors
Connecticut
$274K -$219K -6,276 -44%
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$270K +$18.7K +536 +7%
CT
523
Coastline Trust
Rhode Island
$266K +$36.5K +1,045 +15%
BHBT
524
Burke & Herbert Bank & Trust
Virginia
$263K -$10.5K -300 -4%
SSWM
525
Sheets Smith Wealth Management
North Carolina
$263K +$59.7K +1,709 +28%

TFC Hedge Fund Activity: Q3 2013 in Review

629 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2013, worth a combined $13.7B — up 1.7% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TFC positions and 47 closed out — a net gain of 12 holders — while 250 added to existing stakes and 233 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 629 institutional investors held Truist Financial (TFC) as of Q3 2013, up from 620 in Q2 2013.
  • Funds reported $13.7B of Truist Financial stock for Q3 2013, up 1.7% quarter-over-quarter.
  • 59 funds opened new Truist Financial positions in Q3 2013 and 47 closed out, a net change of +12 holders.
  • The largest Truist Financial buyer in Q3 2013 was Amundi Asset Management US, an estimated $109M added.
  • The largest Truist Financial seller in Q3 2013 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q3 2013.