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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
RMDI
601
R.M. Davis Inc
Maine
$725K +$4.34K +90 +0.6%
FAAS
602
First Allied Advisory Services
California
$723K -$18.7K -387 -3%
QPWM
603
Quadrant Private Wealth Management
Pennsylvania
$722K +$701K +14,524 New
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$718K +$35.1K +728 +5%
GHA
605
GW Henssler & Associates
Georgia
$714K -$29.1K -603 -4%
WFG
606
Wills Financial Group
Virginia
$714K -$12.6K -261 -2%
CLOS
607
Compagnie Lombard Odier SCmA
Switzerland
$714K +$255K +5,275 +58%
LNC
608
Lincoln National Corp
Pennsylvania
$713K +$343K +7,107 +98%
TAM
609
Tyers Asset Management
Texas
$712K +$153K +3,168 +28%
BIA
610
BHK Investment Advisors
Alabama
$706K +$686K +14,205 New
Wealth Enhancement Advisory Services
611
Wealth Enhancement Advisory Services
Minnesota
$700K +$636K +13,166 New
BAS
612
Brown Advisory Securities
Maryland
$698K +$182K +3,774 +37%
EHWM
613
Eads & Heald Wealth Management
Georgia
$693K -$29K -600 -4%
SCCM
614
Schafer Cullen Capital Management
New York
$689K -$203K -4,207 -23%
BI
615
Ballast Inc
Kentucky
$681K +$661K +13,689 New
BUB
616
BBVA USA Bancshares
Texas
$652K +$633K +13,116 New
FWCM
617
First Western Capital Management
California
$647K
FM
618
Foster & Motley
Ohio
$644K +$1.64K +34 +0.3%
TRCT
619
Tower Research Capital (TRC)
New York
$644K +$615K +12,738 +5,562%
SAM
620
Silvercrest Asset Management
New York
$642K +$71.8K +1,488 +13%
BCP
621
Blue Chip Partners
Michigan
$640K -$43.6K -903 -7%
TU
622
TDAM USA
Ontario, Canada
$639K -$6.28K -130 -1%
LS
623
Livforsakringsbolaget Skandia
Sweden
$611K -$154K -3,200 -21%
DK
624
Darrell & King
Virginia
$611K -$24.1K -500 -4%
SHA
625
Seneca House Advisors
Virginia
$609K +$592K +12,258 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.