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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
PCMK
551
Paragon Capital Management (Kansas)
Kansas
$210K
WMSA
552
Weiss Multi-Strategy Advisers
New York
$209K -$17.4M -498,470 -99%
Jones Financial Companies
553
Jones Financial Companies
Missouri
$202K -$978 -28 -0.5%
GLRA
554
Gerald L. Ray & Associates
Texas
$202K
1GA
555
1st Global Advisors
Texas
$200K +$207K +5,939 New
SNT
556
Security National Trust
West Virginia
$196K -$21K -600 -9%
NES
557
New England Securities
New York
$196K +$57.6K +1,650 +40%
BRWA
558
B. Riley Wealth Advisors
Florida
$192K -$6.98K -200 -3%
GIS
559
Guardian Investor Services
New York
$190K -$2.2K -63 -1%
CTC
560
Central Trust Company
Missouri
$187K +$74.2K +2,125 +63%
HCM
561
Highlander Capital Management
New Jersey
$186K +$69.8K +2,000 +57%
1IC
562
1919 Investment Counsel
Maryland
$177K
MCM
563
Manchester Capital Management
Vermont
$176K -$6.11K -175 -3%
WT
564
Whittier Trust
California
$145K
WA
565
WFG Advisors
Texas
$141K +$8.66K +248 +6%
AW
566
Alpha Windward
Massachusetts
$140K +$2.51K +72 +2%
WG
567
Welch Group
Alabama
$139K +$144K +4,116 New
AAM
568
Advisors Asset Management
Colorado
$135K -$6.98K -200 -5%
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K +$24.4K +700 +23%
FBT
570
Founders Bank & Trust
Michigan
$122K
SAMC
571
Shinko Asset Management Company
Japan
$118K -$17.5K -500 -13%
WRM
572
Westport Resources Management
Connecticut
$118K
HFM
573
Hartford Financial Management
Connecticut
$108K
HF
574
Hoxton Financial
West Virginia
$101K -$2.93K -84 -3%
JEW
575
Jamison Eaton & Wood
New Jersey
$94K +$97.4K +2,789 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.