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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
JIC
626
Johnson Investment Counsel
Ohio
$608K -$44.4K -919 -7%
FANJ
627
Financial Architects (New Jersey)
New Jersey
$604K
QC
628
Quadrature Capital
United Kingdom
$604K +$586K +12,139 New
PI
629
Putnam Investments
Massachusetts
$598K -$125K -2,583 -18%
FNB
630
Farmers National Bank
Kentucky
$598K
FHA
631
First Horizon Advisors
Tennessee
$595K +$449K +9,294 +354%
CF
632
Centaurus Financial
California
$593K +$576K +11,935 New
TSW
633
Thompson Siegel & Walmsley
Virginia
$591K -$9.8K -203 -2%
VNA
634
VNBTrust National Association
Virginia
$590K
SLAM
635
Swiss Life Asset Management
$589K -$931K -19,280 -62%
GXMC
636
Global X Management Company
New York
$588K -$105K -2,180 -16%
MWM
637
Meridian Wealth Management
Kentucky
$588K -$12.1K -250 -2%
PL
638
Parthenon LLC
Kentucky
$586K
CCP
639
Corient Capital Partners
California
$583K +$12.3K +254 +2%
PBO
640
Peoples Bank (Ohio)
Ohio
$582K -$10.6K -219 -2%
TF
641
TLWM Financial
Texas
$582K +$565K +11,707 New
BFEC
642
Benjamin F. Edwards & Company
Missouri
$577K -$116K -2,396 -17%
AP
643
AHL Partners
United Kingdom
$575K +$558K +11,566 New
CIC
644
Crawford Investment Counsel
Georgia
$572K -$3.09K -64 -0.6%
KC
645
Kingfisher Capital
North Carolina
$568K +$3.48K +72 +0.6%
IH
646
IFC Holdings
Florida
$566K -$112K -2,324 -17%
SSB
647
Sandy Spring Bank
Maryland
$566K -$18.4K -382 -3%
EFSCE
648
Enterprise Financial Services Corp (EFSC)
Missouri
$564K
CCA
649
Cobblestone Capital Advisors
New York
$563K -$5.07K -105 -0.9%
S
650
SignatureFD
Georgia
$562K +$74.2K +1,538 +16%

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.