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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
BW
701
Bison Wealth
Georgia
$403K -$12.3K -255 -3%
GLA
702
Good Life Advisors
Pennsylvania
$403K +$88.7K +1,837 +31%
WWMSC
703
Wagner Wealth Management (South Carolina)
South Carolina
$403K +$366K +7,589 New
AIM
704
Achmea Investment Management
Netherlands
$401K
MA
705
Marshwinds Advisory
Georgia
$399K -$67.6K -1,401 -15%
CIA
706
CCM Investment Advisers
South Carolina
$399K +$6.42K +133 +2%
GF
707
Gabelli Funds
New York
$398K
VFP
708
Verus Financial Partners
Virginia
$397K +$483 +10 +0.1%
EWM
709
Evermay Wealth Management
Virginia
$396K +$384K +7,959 New
RBA
710
Richard Bernstein Advisors
New York
$396K +$385K +7,972 New
JA
711
JOYN Advisors
Georgia
$388K +$376K +7,797 New
BHWM
712
Bar Harbor Wealth Management
New Hampshire
$387K +$5.89K +122 +2%
SFM
713
Signature Financial Management
Virginia
$385K -$94K -1,947 -20%
Bessemer Group
714
Bessemer Group
New Jersey
$383K +$46.4K +962 +14%
FLI
715
Family Legacy Inc
South Carolina
$379K +$368K +7,627 New
VHAM
716
Van Hulzen Asset Management
California
$378K -$67.7K -1,402 -16%
TIA
717
Tandem Investment Advisors
South Carolina
$376K -$19.3K -400 -5%
SFI
718
SPC Financial Inc
Maryland
$375K -$29K -600 -7%
BC
719
Banced Corp
Illinois
$374K -$2.41K -50 -0.7%
MA
720
MANA Advisors
New York
$374K +$363K +7,516 New
TFA
721
Toth Financial Advisory
Virginia
$373K -$23.7K -490 -6%
SJL
722
Shayne & Jacobs LLC
Tennessee
$368K
AFA
723
Arlington Financial Advisors
California
$367K +$323K +6,698 New
HWA
724
Heritage Wealth Advisors
Virginia
$366K +$13.2K +274 +4%
EIA
725
Edgemoor Investment Advisors
Maryland
$364K -$1.24M -25,720 -79%

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.