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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
ANRIA
626
American National Registered Investment Advisor
Texas
$454K -$128K -2,775 -22%
FRM
627
Fox Run Management
Connecticut
$451K +$441K +9,600 New
RP
628
Rowlandmiller & Partners
Georgia
$446K -$5.02M -109,269 -94%
MA
629
Marshwinds Advisory
Georgia
$443K -$6.34K -138 -1%
SFA
630
Sequoia Financial Advisors
Ohio
$443K +$57.2K +1,244 +15%
QI
631
QS Investors
New York
$439K -$41.4K -900 -9%
PTC
632
Private Trust Company
Ohio
$434K -$8.83K -192 -2%
MHC
633
Meyer Handelman Company
New York
$427K
CLOS
634
Compagnie Lombard Odier SCmA
Switzerland
$426K -$2.14M -46,542 -84%
VHAM
635
Van Hulzen Asset Management
California
$423K -$9.19K -200 -2%
ONB
636
Old National Bancorp
Indiana
$423K +$73.7K +1,604 +22%
MNBTD
637
Moody National Bank Trust Division
Texas
$421K -$128K -2,775 -24%
NFA
638
Nuveen Fund Advisors
Illinois
$418K -$17.7K -385 -4%
CL
639
CPWM LLC
Washington
$415K -$78.4K -1,706 -16%
FMBTD
640
First Midwest Bank Trust Division
Illinois
$414K -$3.68K -80 -0.9%
LWAC
641
Laurel Wealth Advisors (California)
California
$412K +$34.7K +754 +9%
HIM
642
Hermes Investment Management
United Kingdom
$404K
Koshinski Asset Management
643
Koshinski Asset Management
Illinois
$402K +$23K +501 +6%
SFM
644
Signet Financial Management
New Jersey
$398K
BW
645
Bison Wealth
Georgia
$392K -$5.47K -119 -1%
B
646
Brightworth
Georgia
$386K +$378K +8,221 New
AT
647
Argent Trust
Texas
$385K +$115K +2,508 +44%
MMG
648
Monetary Management Group
Missouri
$384K -$129K -2,800 -26%
CG
649
Colony Group
Massachusetts
$383K +$375K +8,149 New
SFI
650
SPC Financial Inc
Maryland
$382K -$32.2K -700 -8%

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.