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Truist Financial

983 hedge funds and large institutions have $24.8B invested in Truist Financial in 2017 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 332 increasing their positions, 338 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $201M | Put options by funds: $170M

12% more funds holding

Funds holding: 880983 (+103)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more capital invested

Capital invested by funds: $24.4B → $24.8B (+$318M)

2% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 338

1.34% less ownership

Funds ownership: 64.48%63.14% (-1.3%)

Holders
983
Holders Change
+103
Holders Change %
+11.7%
% of All Funds
22.3%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
156
Increased
332
Reduced
338
Closed
41
Calls
$201M
Puts
$170M
Net Calls
+$30.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Cigna Investments
Connecticut
$1.45M -$80.8K -1,674 -5%
V
502
Veritable
Delaware
$1.45M +$40.6K +842 +3%
QCM
503
Quadrant Capital Management
New Jersey
$1.42M +$1.37M +28,450 New
AMIM
504
Aull & Monroe Investment Management
Alabama
$1.38M -$62.8K -1,300 -4%
PMG
505
ProVise Management Group
Florida
$1.36M +$1.03M +21,386 +352%
PT
506
Plimoth Trust
Massachusetts
$1.35M +$1.31M +27,203 New
ODCM
507
Old Dominion Capital Management
Virginia
$1.35M +$24.2K +501 +2%
Pacer Advisors
508
Pacer Advisors
Pennsylvania
$1.35M +$306K +6,342 +30%
GRQ
509
Gardner Russo & Quinn
Pennsylvania
$1.35M +$6.66K +138 +0.5%
PAG
510
Private Advisor Group
New Jersey
$1.33M -$353K -7,320 -22%
NA
511
NewEdge Advisors
Louisiana
$1.33M +$766K +15,869 +160%
AF
512
Arrow Financial
New York
$1.32M
BSAM
513
Blue Sky Asset Management
Colorado
$1.32M +$1.28M +26,490 New
WPA
514
West Paces Advisors
Georgia
$1.3M -$20.5K -425 -2%
KeyBank National Association
515
KeyBank National Association
Ohio
$1.3M -$480K -9,941 -28%
PP
516
Prudential plc
United Kingdom
$1.29M +$236K +4,886 +23%
SNT
517
Security National Trust
West Virginia
$1.29M +$5.79K +120 +0.5%
PA
518
Probity Advisors
Texas
$1.27M +$17.9K +370 +1%
W
519
WealthShield
North Carolina
$1.26M +$1.22M +25,292 New
WP
520
WealthShield Partners
North Carolina
$1.26M +$1.22M +25,292 New
ECM
521
Everence Capital Management
Indiana
$1.25M -$174K -3,600 -13%
MCIM
522
Meadow Creek Investment Management
Georgia
$1.25M +$268K +5,544 +28%
TF
523
TIAA FSB
Florida
$1.23M -$202K -4,191 -15%
CAL
524
Capital Analysts LLC
Pennsylvania
$1.23M -$43.9K -910 -4%
WCAMG
525
Woodard & Company Asset Management Group
North Carolina
$1.23M +$1.19M +24,675 New

TFC Hedge Fund Activity: Q4 2017 in Review

983 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2017, worth a combined $24.8B — up 1.3% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new TFC positions and 41 closed out — a net gain of 115 holders — while 332 added to existing stakes and 338 trimmed.

The largest buyer was Bank of America, adding an estimated $237M. The largest seller was Capital Research Global Investors, cutting an estimated $1.09B.

  • 983 institutional investors held Truist Financial (TFC) as of Q4 2017, up from 880 in Q3 2017.
  • Funds reported $24.8B of Truist Financial stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 156 funds opened new Truist Financial positions in Q4 2017 and 41 closed out, a net change of +115 holders.
  • The largest Truist Financial buyer in Q4 2017 was Bank of America, an estimated $237M added.
  • The largest Truist Financial seller in Q4 2017 was Capital Research Global Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2017.