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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
Daiwa Securities Group
526
Daiwa Securities Group
Japan
$1.22M -$385K -7,965 -24%
TTWM
527
TCV Trust & Wealth Management
Virginia
$1.22M -$241 -5 -0%
IRC
528
Investors Research Corp
Georgia
$1.21M +$1.18M +24,362 New
SBIA
529
Sheaff Brock Investment Advisors
Indiana
$1.2M +$12.1K +251 +1%
WCM
530
Whitener Capital Management
North Carolina
$1.2M +$1.17M +24,169 New
MA
531
Montag & Associates
Georgia
$1.2M
EIM
532
Essex Investment Management
Massachusetts
$1.19M
OCG
533
Opus Capital Group
Ohio
$1.19M
SC
534
Searle & Co
Connecticut
$1.18M
SCM
535
Southport Capital Management
Tennessee
$1.18M
AIM
536
Anchor Investment Management
South Carolina
$1.18M -$31.1K -645 -3%
NCM
537
Novare Capital Management
North Carolina
$1.15M -$25.7K -533 -2%
Federated Hermes
538
Federated Hermes
Pennsylvania
$1.15M +$47.1K +975 +4%
KA
539
Kaizen Advisory
Illinois
$1.15M +$1.12M +23,129 New
CBB
540
Citizens Business Bank
California
$1.14M
II
541
IFM Investors
Australia
$1.13M +$3.52K +73 +0.3%
CS
542
Credential Securities
$1.12M -$14.5K -301 -1%
WAAG
543
Wealth Alliance Advisory Group
Kansas
$1.11M +$1.07M +22,238 New
GRP
544
Global Retirement Partners
California
$1.1M +$1M +20,818 +1,525%
PI
545
PHH Investments
Texas
$1.09M +$3.23K +67 +0.3%
CI
546
Conning Inc
Connecticut
$1.09M -$207K -4,295 -16%
DAC
547
Dividend Assets Capital
South Carolina
$1.09M -$24.6K -510 -2%
IRF
548
IBM Retirement Fund
New York
$1.07M -$29.2K -604 -3%
RCAG
549
Rehmann Capital Advisory Group
Michigan
$1.07M -$4.88K -101 -0.5%
NDSI
550
Newman Dignan & Sheerar Inc
Rhode Island
$1.06M -$33.4K -691 -3%

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.