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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
KPCM
576
Kings Point Capital Management
New York
$81K
DADC
577
D.A. Davidson & Co
Montana
$80K -$4.99K -143 -6%
ST
578
Stifel Trust
Missouri
$80K
JG
579
Jefferies Group
New York
$76K -$178K -5,091 -69%
IMS
580
Index Management Solutions
Pennsylvania
$75K +$77.9K +2,231 New
PFS
581
Penseco Financial Services
Pennsylvania
$74K
LIA
582
LS Investment Advisors
Michigan
$73K +$34.6K +990 +85%
Manulife (Manufacturers Life Insurance)
583
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69K +$7.07M +202,374 +11%
TIM
584
Tortoise Investment Management
New York
$68K
FAM
585
Formidable Asset Management
Ohio
$68K +$70.2K +2,010 New
DIA
586
Davidson Investment Advisors
Montana
$62K
AC
587
Alexandria Capital
Virginia
$62K +$175 +5 +0.3%
FNBT
588
FineMark National Bank & Trust
Florida
$61K -$3.46K -99 -5%
PMFA
589
Plante Moran Financial Advisors
Michigan
$53K +$52.4K +1,500 +2,273%
OSNBOA
590
Old Second National Bank of Aurora
Illinois
$51K
FA
591
Financial Advantage
Maryland
$47K
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$13.9K +397 +40%
S
593
SignatureFD
Georgia
$41K +$4.58K +131 +12%
FFC
594
First Financial Corp
Indiana
$38K
Schroder Investment Management Group
595
Schroder Investment Management Group
United Kingdom
$37.1K -$374K -10,700 -91%
BPBT
596
Boston Private Bank & Trust
Massachusetts
$36K
LWCFA
597
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K
MUMSS
598
Mitsubishi UFJ Morgan Stanley Securities
Japan
$31K +$32.1K +920 New
PH
599
Pinnacle Holdings
Oklahoma
$30.4K +$31.4K +900 New
MA
600
MCF Advisors
Kentucky
$30K +$175 +5 +0.7%

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.