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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
WPW
651
Winthrop Partners - WNY
New York
$560K +$483K +10,000 New
MLL
652
Moody Lynn & Lieberson
Massachusetts
$550K
DS
653
DRW Securities
Illinois
$550K +$534K +11,064 New
CBT
654
Central Bank & Trust
Kentucky
$549K -$21.8K -451 -4%
First Manhattan
655
First Manhattan
New York
$548K -$37.7K -780 -7%
BC
656
Bartlett & Co
Ohio
$547K
AWM
657
Altavista Wealth Management
North Carolina
$546K
MYAM
658
Meiji Yasuda Asset Management
Japan
$546K +$19.8K +410 +4%
GJIC
659
Gamble Jones Investment Counsel
California
$541K
CIM
660
CIM Investment Management
Pennsylvania
$534K -$9.22K -191 -2%
HIM
661
Hermes Investment Management
United Kingdom
$527K +$96.5K +2,000 +23%
WS
662
Wedbush Securities
California
$522K -$34.2K -708 -6%
AA
663
ALPS Advisors
Colorado
$522K
VF
664
Virtu Financial
New York
$507K +$274K +5,682 +126%
DAS
665
Dynamic Advisor Solutions
Arizona
$499K +$48 +1 +0%
TCM
666
Twin Capital Management
Pennsylvania
$499K +$484K +10,031 New
TCM
667
Teza Capital Management
Illinois
$497K +$482K +9,987 New
DVM
668
Dreman Value Management
Florida
$486K -$571K -11,830 -55%
SGI
669
Summit Global Investments
Utah
$485K +$471K +9,756 New
LOAME
670
Lombard Odier Asset Management (Europe)
United Kingdom
$481K -$27.9K -577 -6%
ANRIA
671
American National Registered Investment Advisor
Texas
$481K
FQ
672
First Quadrant
California
$480K -$32.2K -667 -6%
IAMOG
673
Investors Asset Management of Georgia
Georgia
$479K -$11.6K -240 -2%
FMBTD
674
First Midwest Bank Trust Division
Illinois
$479K +$38.6K +800 +9%
PTC
675
Private Trust Company
Ohio
$475K +$15K +311 +3%

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.