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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
JIC
576
Johnson Investment Counsel
Ohio
$617K -$368 -8 -0.1%
FWCM
577
First Western Capital Management
California
$611K
TU
578
TDAM USA
Ontario, Canada
$609K -$90.4K -1,966 -13%
FM
579
Foster & Motley
Ohio
$606K +$593K +12,910 New
DK
580
Darrell & King
Virginia
$600K -$5.06K -110 -0.9%
MWM
581
Meridian Wealth Management
Kentucky
$599K
SCM
582
Sterling Capital Management
North Carolina
$592K -$47.7M -1,037,911 -99%
ZCA
583
Zeke Capital Advisors
Pennsylvania
$590K +$578K +12,579 New
FANJ
584
Financial Architects (New Jersey)
New Jersey
$571K -$4.87K -106 -0.9%
TSW
585
Thompson Siegel & Walmsley
Virginia
$567K
FNB
586
Farmers National Bank
Kentucky
$565K -$13.8K -300 -2%
CANY
587
Caxton Associates (New York)
New York
$563K +$552K +12,000 New
PBO
588
Peoples Bank (Ohio)
Ohio
$560K -$13K -283 -2%
VNA
589
VNBTrust National Association
Virginia
$557K +$20.7K +450 +4%
First Manhattan
590
First Manhattan
New York
$554K +$13.9K +303 +3%
PL
591
Parthenon LLC
Kentucky
$553K -$9.19K -200 -2%
SSB
592
Sandy Spring Bank
Maryland
$553K +$30.8K +670 +6%
CIC
593
Crawford Investment Counsel
Georgia
$543K +$2.94K +64 +0.6%
CBT
594
Central Bank & Trust
Kentucky
$540K -$24.1K -524 -4%
CCP
595
Corient Capital Partners
California
$539K +$12.1K +263 +2%
CCA
596
Cobblestone Capital Advisors
New York
$536K -$29K -630 -5%
SAM
597
Silvercrest Asset Management
New York
$536K
KC
598
Kingfisher Capital
North Carolina
$533K +$3.59K +78 +0.7%
EFSCE
599
Enterprise Financial Services Corp (EFSC)
Missouri
$532K +$345K +7,499 +195%
PFS
600
Prospera Financial Services
Texas
$529K +$11.5K +250 +2%

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.