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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
NCM
526
Narwhal Capital Management
Georgia
$261K
SSG
527
Summit Securities Group
New York
$260K +$269K +7,700 New
HIMC
528
Heritage Investors Management Corp
Maryland
$257K -$206K -5,900 -44%
LMF
529
LMR Master Fund
Cayman Islands
$257K +$266K +7,626 New
BJL
530
Brighton Jones LLC
Washington
$256K +$29.6K +848 +13%
SJL
531
Shayne & Jacobs LLC
Tennessee
$250K
SAS
532
Spectrum Advisory Services
Georgia
$250K
UF
533
Univest Financial
Pennsylvania
$248K +$257K +7,356 New
GA
534
Geneva Advisors
Illinois
$246K
FWIA
535
Fort Washington Investment Advisors
Ohio
$243K -$27.9K -800 -10%
SGAM
536
Steinberg Global Asset Management
Florida
$238K +$7.33K +210 +3%
DekaBank Deutsche Girozentrale
537
DekaBank Deutsche Girozentrale
Germany
$236K -$117K -3,337 -32%
ACM
538
Argyle Capital Management
Pennsylvania
$236K
ECM
539
Endex Capital Management
Kansas
$236K
ESBC
540
E.S. Barr & Co
Kentucky
$235K -$17.5K -500 -7%
CFS
541
Community Financial System
New York
$232K
FMLI
542
Fukoku Mutual Life Insurance
Japan
$230K
NPC
543
National Planning Corporation
California
$230K +$236K +6,768 New
VRS
544
Virginia Retirement Systems
Virginia
$229K -$531K -15,218 -69%
CIM
545
Calvert Investment Management
Maryland
$228K -$7.47K -214 -3%
WSCM
546
Wellington Shields Capital Management
New York
$228K
HTC
547
Haverford Trust Company
Pennsylvania
$224K
RIM
548
Regent Investment Management
Kentucky
$220K
NB
549
Norinchukin Bank
Japan
$217K +$225K +6,441 New
AP
550
Advisor Partners
California
$214K +$222K +6,351 New

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.