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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
FA
501
FDx Advisors
Illinois
$1.13M +$7.13K +155 +0.7%
OCG
502
Opus Capital Group
Ohio
$1.12M -$89.2K -1,940 -8%
SC
503
Searle & Co
Connecticut
$1.12M
SCM
504
Southport Capital Management
Tennessee
$1.11M
NCM
505
Novare Capital Management
North Carolina
$1.11M -$5.89M -128,220 -84%
GHCM
506
Glen Harbor Capital Management
California
$1.11M -$150K -3,264 -12%
HCM
507
Hall Capital Management
Rhode Island
$1.1M -$79.5K -1,730 -7%
CBB
508
Citizens Business Bank
California
$1.08M
ASN
509
Advisory Services Network
Georgia
$1.07M -$103K -2,233 -9%
CS
510
Credential Securities
$1.07M +$60.9K +1,325 +6%
II
511
IFM Investors
Australia
$1.06M +$15.1K +329 +1%
DAC
512
Dividend Assets Capital
South Carolina
$1.05M +$301K +6,548 +41%
IRF
513
IBM Retirement Fund
New York
$1.05M +$21.1K +460 +2%
Federated Hermes
514
Federated Hermes
Pennsylvania
$1.04M -$21.9M -475,531 -96%
SJIM
515
St. Johns Investment Management
Florida
$1.03M -$6.85K -149 -0.7%
PI
516
PHH Investments
Texas
$1.03M -$91.7K -1,995 -8%
NDSI
517
Newman Dignan & Sheerar Inc
Rhode Island
$1.03M -$9.06K -197 -0.9%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$1.02M +$3.91K +85 +0.4%
DVM
519
Dreman Value Management
Florida
$1.01M
SB
520
Simmons Bank
Arkansas
$1.01M +$745K +16,196 +304%
KRSITF
521
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M -$35.3K -767 -3%
PP
522
Prudential plc
United Kingdom
$988K +$759K +16,506 +362%
GC
523
Gratus Capital
Georgia
$987K -$5.24K -114 -0.5%
CCM
524
Cullen Capital Management
New York
$979K
Pacer Advisors
525
Pacer Advisors
Pennsylvania
$977K +$89.6K +1,950 +10%

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.