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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
ACM
601
Aviance Capital Management
Florida
$27K -$103K -2,962 -79%
ST
602
Smithfield Trust
Pennsylvania
$27K
DAM
603
Delta Asset Management
Tennessee
$25K +$17.5K +500 +200%
FANJ
604
Financial Architects (New Jersey)
New Jersey
$24K
OFS
605
Orrstown Financial Services
Pennsylvania
$24K
EWM
606
Evercore Wealth Management
New York
$24K +$10.8K +308 +77%
HR
607
Howe & Rusling
New York
$19K +$12.5K +358 +190%
WA
608
Waverly Advisors
Alabama
$18K +$18.3K +524 New
WTC
609
WhitTier Trust Company
Nevada
$17K
RA
610
Rational Advisors
New York
$16K
NIM
611
NuWave Investment Management
New Jersey
$15K +$2.41K +69 +18%
ECM
612
ETrade Capital Management
Virginia
$13K +$175 +5 +1%
TCM
613
Tributary Capital Management
Nebraska
$12K -$3.37M -96,400 -100%
JAM
614
Jolley Asset Management
North Carolina
$12K
PI
615
PineBridge Investments
New York
$11K -$3.38M -96,803 -100%
RFA
616
Reilly Financial Advisors
California
$10K
WCM
617
Windsor Capital Management
Arizona
$9K +$9.32K +267 New
BFEC
618
Benjamin F. Edwards & Company
Missouri
$8K +$3.49K +100 +67%
LFR
619
Lehman Financial Resources
Pennsylvania
$7K +$6.98K +200 New
BCAM
620
Boston Common Asset Management
Massachusetts
$5K -$467K -13,375 -99%
AF
621
Arrow Financial
New York
$5K +$4.89K +140 New
Victory Capital Management
622
Victory Capital Management
Texas
$5K +$6.04K +173 New
JIC
623
Joel Isaacson & Co
New York
$4K +$3.67K +105 New
PCM
624
Prelude Capital Management
New York
$4K +$3.84K +110 New
Group One Trading
625
Group One Trading
Illinois
$3K -$41.9K -1,200 -92%

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.