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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
SJIM
551
St. Johns Investment Management
Florida
$1.05M -$41.5K -859 -4%
MWM
552
Modera Wealth Management
New Jersey
$1.05M +$91.7K +1,900 +10%
Jane Street
553
Jane Street
New York
$1.05M +$531K +11,001 +109%
AWM
554
Aevitas Wealth Management
Massachusetts
$1.05M +$1.02M +21,069 New
KI
555
Koch Industries
Kansas
$1.04M -$164K -3,404 -14%
KRSITF
556
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M -$24.3K -503 -2%
FP
557
FDO Partners
Massachusetts
$1.04M -$334K -6,918 -25%
CCM
558
Cullen Capital Management
New York
$1.04M
SB
559
Simmons Bank
Arkansas
$1.03M -$35.5K -735 -3%
N
560
Nuveen
North Carolina
$1.03M -$1.4K -29 -0.1%
BNP Paribas Asset Management
561
BNP Paribas Asset Management
France
$994K -$31.7K -657 -3%
VIA
562
Vantage Investment Advisors
Pennsylvania
$988K -$9.65K -200 -1%
EP
563
Elkfork Partners
Oregon
$979K +$210K +4,356 +28%
SSWM
564
Sheets Smith Wealth Management
North Carolina
$968K +$35.9K +744 +4%
CG
565
Caprock Group
Idaho
$963K -$296K -6,134 -25%
AP
566
Advisor Partners
California
$949K +$97.1K +2,011 +13%
Capital Fund Management (CFM)
567
Capital Fund Management (CFM)
France
$946K -$3.83M -79,350 -81%
HCM
568
Hall Capital Management
Rhode Island
$946K -$209K -4,335 -19%
AT
569
Arden Trust
Delaware
$941K +$10.8K +223 +1%
BBA
570
BLB&B Advisors
Pennsylvania
$932K +$12.2K +253 +1%
GC
571
Gratus Capital
Georgia
$920K -$121K -2,513 -12%
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
$917K +$890K +18,440 New
DWA
573
Douglass Winthrop Advisors
New York
$911K
SYBT
574
Stock Yards Bank & Trust
Kentucky
$900K
WIA
575
Wealthstreet Investment Advisors
Texas
$889K +$864K +17,890 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.