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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
MC
651
Menta Capital
California
-$566K -16,700 Closed
PIP
652
Palisades Investment Partners
California
-$478K -14,100 Closed
MIA
653
Mainstream Investment Advisers
Indiana
-$474K -14,000 Closed
MWNA
654
Marshall Wace North America
New York
-$395K -11,672 Closed
CS
655
Comerica Securities
Michigan
-$394K -11,642 Closed
AW
656
ACG Wealth
Georgia
-$367K -10,830 Closed
CONA
657
Capital One National Association
New York
-$336K -9,930 Closed
JWA
658
JFS Wealth Advisors
Pennsylvania
-$328K -9,678 Closed
Verition Fund Management
659
Verition Fund Management
Connecticut
-$328K -9,667 Closed
MYAM
660
Meiji Yasuda Asset Management
Japan
-$294K -8,642 Closed
SC
661
Saiers Capital
New York
-$285K -8,400 Closed
FCCM
662
First City Capital Management
Georgia
-$263K -7,750 Closed
HW
663
Hancock Whitney
Mississippi
-$222K -6,541 Closed
BCM
664
Bridgeway Capital Management
Texas
-$220K -6,500 Closed
FMBTD
665
First Midwest Bank Trust Division
Illinois
-$215K -6,355 Closed
KC
666
Kingfisher Capital
North Carolina
-$213K -6,287 Closed
CM
667
Capital Management
Virginia
-$211K -6,224 Closed
TWI
668
Thomas White International
Illinois
-$202K -5,950 Closed
P
669
Pitcairn
Pennsylvania
-$201K -5,907 Closed
Walleye Trading
670
Walleye Trading
New York
-$186K -5,322 Closed
WAM
671
Wood Asset Management
Florida
-$70K -2,058 Closed
MS
672
Madison Scottsdale
Arizona
-$64K -1,875 Closed
Lazard Asset Management
673
Lazard Asset Management
New York
-$17K -515 Closed
GI
674
Gradient Investments
Minnesota
-$11K -325 Closed
MFBTD
675
MB Financial Bank - Trust Department
Illinois
-$6K -175 Closed

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.