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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
CA
651
Commerzbank Aktiengesellschaft
Germany
$382K +$374K +8,140 New
AIM
652
Achmea Investment Management
Netherlands
$379K +$372K +8,100 New
RCM
653
Riverhead Capital Management
Delaware
$378K -$50.6K -1,100 -12%
GF
654
Gabelli Funds
New York
$376K
TFA
655
Toth Financial Advisory
Virginia
$375K +$460 +10 +0.1%
VFP
656
Verus Financial Partners
Virginia
$374K +$552 +12 +0.2%
TIA
657
Tandem Investment Advisors
South Carolina
$374K +$26.2K +569 +8%
BWA
658
Burt Wealth Advisors
Maryland
$373K +$219K +4,757 +149%
CIA
659
CCM Investment Advisers
South Carolina
$371K
Verition Fund Management
660
Verition Fund Management
Connecticut
$365K +$358K +7,782 New
TMAM
661
Tokio Marine Asset Management
Japan
$360K -$81.6K -1,776 -19%
CTC
662
Central Trust Company
Missouri
$360K +$174K +3,780 +97%
BHWM
663
Bar Harbor Wealth Management
New Hampshire
$359K +$14.5K +316 +4%
BC
664
Banced Corp
Illinois
$356K -$12.9K -281 -4%
WRF
665
Waddell & Reed Financial
Kansas
$354K -$23K -500 -6%
SJL
666
Shayne & Jacobs LLC
Tennessee
$348K
RWA
667
Ropes Wealth Advisors
Massachusetts
$345K +$62.1K +1,350 +22%
DI
668
Diligent Investors
California
$343K -$4.6K -100 -1%
BCM
669
Birmingham Capital Management
Alabama
$343K
DY
670
Dowling & Yahnke
California
$341K +$1.01K +22 +0.3%
CT
671
Cambridge Trust
Massachusetts
$339K -$19.5K -425 -6%
LNC
672
Lincoln National Corp
Pennsylvania
$339K +$460 +10 +0.1%
FA
673
FCG Advisors
New Jersey
$336K -$74.9K -1,630 -19%
CNBT
674
Canandaigua National Bank & Trust
New York
$336K -$1.84K -40 -0.6%
HWA
675
Heritage Wealth Advisors
Virginia
$333K +$25.7K +559 +9%

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.