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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
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$288K
FA
702
FMA Advisory
Pennsylvania
$286K -$36.4K -791 -11%
PMG
703
ProVise Management Group
Florida
$285K
CSS
704
Cubist Systematic Strategies
Connecticut
$283K -$265K -5,754 -49%
GLA
705
Good Life Advisors
Pennsylvania
$283K -$1.89K -41 -0.7%
FCBT
706
First Citizens Bank & Trust
North Carolina
$283K +$277K +6,032 New
WF
707
Welch & Forbes
Massachusetts
$277K +$11.5K +250 +4%
PCMK
708
Paragon Capital Management (Kansas)
Kansas
$276K
HF
709
HRT Financial
New York
$274K
LI
710
Lafayette Investments
Maryland
$273K
CHAM
711
Clear Harbor Asset Management
Connecticut
$270K +$265K +5,756 New
PCMC
712
Paragon Capital Management (Colorado)
Colorado
$270K +$265K +5,762 New
HFM
713
Hartford Financial Management
Connecticut
$266K
SFG
714
SevenBridge Financial Group
Pennsylvania
$266K
CA
715
Cetera Advisors
Colorado
$266K +$322 +7 +0.1%
CFG
716
Citizens Financial Group
Rhode Island
$265K -$70.8K -1,540 -21%
AA
717
AlphaMark Advisors
Kentucky
$265K -$9.56K -208 -4%
WPA
718
Winning Points Advisors
Florida
$265K
BMCM
719
Bryn Mawr Capital Management
Pennsylvania
$263K
FMLI
720
Fukoku Mutual Life Insurance
Japan
$263K
CSM
721
CAMG Solamere Management
North Carolina
$263K +$260K +5,652 New
TYCC
722
Texas Yale Capital Corp
Florida
$262K
CCA
723
Checchi Capital Advisers
California
$262K +$16.1K +351 +7%
Lido Advisors
724
Lido Advisors
California
$261K +$245K +5,319 New
AW
725
Alpha Windward
Massachusetts
$258K -$506 -11 -0.2%

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.