We are live on ! Find out more
TFC icon

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
CIAS
576
Capital Investment Advisory Services
North Carolina
$876K +$145 +3 +0%
GI
577
GAMCO Investors
Connecticut
$870K
THWM
578
Taylor Hoffman Wealth Management
Virginia
$866K +$841K +17,411 New
CA
579
Clearstead Advisors
Ohio
$860K +$3.23K +67 +0.4%
AIP
580
Ameritas Investment Partners
Nebraska
$849K -$73.3K -1,519 -8%
Mirae Asset Global Investments
581
Mirae Asset Global Investments
South Korea
$831K +$89.6K +1,857 +12%
TNB
582
Thomasville National Bank
Georgia
$822K -$847K -17,551 -51%
CPIA
583
Cornell Pochily Investment Advisors
New York
$813K +$790K +16,364 New
SWM
584
SVA Wealth Management
Wisconsin
$808K -$30.5K -631 -4%
MA
585
Minerva Advisors
Pennsylvania
$804K
CA
586
Cynosure Advisors
Utah
$801K +$778K +16,110 New
CRC
587
Curi RMB Capital
Illinois
$783K +$755K +15,650 +15,048%
AOWM
588
Alpha Omega Wealth Management
Virginia
$780K -$80.1K -1,660 -10%
PCM
589
Prelude Capital Management
New York
$780K +$757K +15,683 New
CM
590
Cornerstone Management
Georgia
$779K +$229K +4,750 +43%
ZCA
591
Zeke Capital Advisors
Pennsylvania
$771K +$141K +2,925 +23%
DCM
592
Dynamic Capital Management
Jersey
$763K +$741K +15,341 New
BOH
593
Bank of Hawaii
Hawaii
$748K +$50.4K +1,044 +7%
JSL
594
JT Stratford LLC
Georgia
$747K -$8.69K -180 -1%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$741K +$53.9K +1,116 +8%
SACTSONJ
596
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$740K
CIA
597
Capital Investment Advisors
Georgia
$736K +$145 +3 +0%
CTI
598
Community Trust & Investment
Kentucky
$734K +$28K +580 +4%
WCA
599
Westover Capital Advisors
Delaware
$732K -$133K -2,762 -16%
SPIA
600
Steward Partners Investment Advisory
New York
$730K -$30.5K -631 -4%

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.