We are live on ! Find out more
TFC icon

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
N
526
Nuveen
North Carolina
$973K -$30.1K -655 -3%
BNP Paribas Asset Management
527
BNP Paribas Asset Management
France
$969K -$223K -4,850 -19%
VIA
528
Vantage Investment Advisors
Pennsylvania
$942K -$2.3K -50 -0.2%
SG Americas Securities
529
SG Americas Securities
New York
$924K -$2.17M -47,256 -71%
MCIM
530
Meadow Creek Investment Management
Georgia
$916K -$124K -2,688 -12%
MWM
531
Modera Wealth Management
New Jersey
$903K
WG
532
Winton Group
United Kingdom
$881K -$136K -2,960 -14%
SSWM
533
Sheets Smith Wealth Management
North Carolina
$879K -$22.9K -499 -3%
AT
534
Arden Trust
Delaware
$878K +$117K +2,538 +16%
QT
535
Quantbot Technologies
New York
$870K +$853K +18,551 New
BBA
536
BLB&B Advisors
Pennsylvania
$868K +$9.19K +200 +1%
VFA
537
Voya Financial Advisors
Connecticut
$865K +$22.7K +493 +3%
DWA
538
Douglass Winthrop Advisors
New York
$860K +$24.4K +530 +3%
AIP
539
Ameritas Investment Partners
Nebraska
$857K
SYBT
540
Stock Yards Bank & Trust
Kentucky
$850K -$31.6K -688 -4%
SCCM
541
Schafer Cullen Capital Management
New York
$848K +$182K +3,968 +28%
GLRA
542
Gerald L. Ray & Associates
Texas
$840K
HHC
543
Hutchin Hill Capital
New York
$831K -$791K -17,200 -49%
CIAS
544
Capital Investment Advisory Services
North Carolina
$826K +$25.8K +561 +3%
WCA
545
Westover Capital Advisors
Delaware
$821K -$1.91M -41,524 -70%
GI
546
GAMCO Investors
Connecticut
$821K -$91.9K -2,000 -10%
AOWM
547
Alpha Omega Wealth Management
Virginia
$814K +$31.3K +681 +4%
CA
548
Clearstead Advisors
Ohio
$809K -$129K -2,800 -14%
SWM
549
SVA Wealth Management
Wisconsin
$793K -$11.1K -242 -1%
MA
550
Minerva Advisors
Pennsylvania
$759K

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.