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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
RCM
676
Riverhead Capital Management
Delaware
$469K +$66.5K +1,377 +17%
AT
677
Argent Trust
Texas
$464K +$55.1K +1,141 +14%
CTC
678
Central Trust Company
Missouri
$462K +$77.8K +1,611 +21%
ONB
679
Old National Bancorp
Indiana
$461K +$13K +269 +3%
HTC
680
Haverford Trust Company
Pennsylvania
$461K +$123K +2,556 +38%
TAM
681
Tiverton Asset Management
Delaware
$461K +$447K +9,267 New
SFA
682
Sequoia Financial Advisors
Ohio
$460K -$9.32K -193 -2%
BRWA
683
B. Riley Wealth Advisors
Florida
$458K -$222K -4,607 -33%
MHC
684
Meyer Handelman Company
New York
$453K
HB
685
Homrich & Berg
Georgia
$452K +$105K +2,180 +32%
Koshinski Asset Management
686
Koshinski Asset Management
Illinois
$447K +$20.4K +423 +5%
MNBTD
687
Moody National Bank Trust Division
Texas
$446K
SBH
688
Segall Bryant & Hamill
Illinois
$441K +$110K +2,287 +35%
PFS
689
Prospera Financial Services
Texas
$438K -$127K -2,630 -23%
CL
690
CPWM LLC
Washington
$436K -$4.05K -84 -0.9%
NB
691
Northwest Bancshares
Pennsylvania
$430K +$417K +8,642 New
SFM
692
Signet Financial Management
New Jersey
$429K +$6.76K +140 +2%
SCM
693
Sterling Capital Management
North Carolina
$426K -$195K -4,039 -32%
NFA
694
Nuveen Fund Advisors
Illinois
$425K -$17.4K -360 -4%
RWA
695
Ropes Wealth Advisors
Massachusetts
$417K +$50K +1,035 +14%
CFP
696
Cornerstone Financial Partners
North Carolina
$416K +$405K +8,386 New
B
697
Brightworth
Georgia
$411K +$2.32K +48 +0.6%
P
698
Pitcairn
Pennsylvania
$410K +$398K +8,242 New
MMG
699
Monetary Management Group
Missouri
$406K
CG
700
Colony Group
Massachusetts
$405K

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.