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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
FMII
676
Farmers & Merchants Investments Inc
Nebraska
$330K +$13.5K +294 +4%
CCM
677
Canal Capital Management
Virginia
$328K -$39.1K -850 -11%
SBSB
678
Sullivan, Bruyette, Speros & Blaney
Virginia
$328K -$19.8K -430 -6%
PG
679
Patten Group
Tennessee
$328K
HCM
680
Highlander Capital Management
New Jersey
$326K
DT
681
Diversified Trust
Tennessee
$324K -$690 -15 -0.2%
PCM
682
Parsons Capital Management
Rhode Island
$324K
HB
683
Homrich & Berg
Georgia
$324K +$919 +20 +0.3%
DSN
684
D. Scott Neal
Kentucky
$322K -$2.53K -55 -0.8%
WA
685
WealthTrust Axiom
Pennsylvania
$321K
Bessemer Group
686
Bessemer Group
New Jersey
$318K -$2.08M -45,166 -87%
HCA
687
Horan Capital Advisors
Ohio
$317K -$13.1K -285 -4%
WSCM
688
Wellington Shields Capital Management
New York
$317K
HTC
689
Haverford Trust Company
Pennsylvania
$315K +$16.5K +360 +6%
ACM
690
AUA Capital Management
Pennsylvania
$314K
SBH
691
Segall Bryant & Hamill
Illinois
$309K +$303K +6,582 New
SI
692
SII Investments
Wisconsin
$308K -$4.6K -100 -2%
FIB
693
First Interstate Bank
Montana
$307K +$1.38K +30 +0.5%
BHBT
694
Burke & Herbert Bank & Trust
Virginia
$306K
PAMG
695
Patton Albertson Miller Group
Tennessee
$303K -$16.8K -365 -5%
GIA
696
Guyasuta Investment Advisors
Pennsylvania
$300K
SCM
697
Shelton Capital Management
Colorado
$298K
DWT
698
Dorsey & Whitney Trust
South Dakota
$295K -$219K -4,760 -43%
BWAM
699
Boyd Watterson Asset Management
Ohio
$292K -$29.7K -645 -9%
LPT
700
Legacy Private Trust
Wisconsin
$291K +$285K +6,190 New

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.