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Truist Financial

629 hedge funds and large institutions have $13.7B invested in Truist Financial in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $131M | Put options by funds: $84.3M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

1% more funds holding

Funds holding: 620629 (+9)

7% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 233

2% more capital invested

Capital invested by funds: $13.5B → $13.7B (+$233M)

0.94% more ownership

Funds ownership: 56.66%57.59% (+0.94%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
20.39%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.42%
New
59
Increased
250
Reduced
233
Closed
47
Calls
$131M
Puts
$84.3M
Net Calls
+$46.8M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$49.8M +$33.1M +946,700 +179%
AllianceBernstein
52
AllianceBernstein
Tennessee
$49.2M +$3.76M +107,647 +8%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$49.2M -$20.3K -581 -0%
SO
54
STRS Ohio
Ohio
$48.8M -$2.38M -68,281 -5%
TA
55
Teachers Advisors
New York
$48.4M +$2.82M +80,876 +6%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$47.8M -$879K -25,160 -2%
Franklin Resources
57
Franklin Resources
California
$45.9M -$16.6M -474,229 -26%
BIM
58
BlackRock Investment Management
Delaware
$43M +$2.76M +79,077 +7%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$42.6M +$1.36M +38,879 +3%
USAA
60
United Services Automobile Association
Texas
$42.3M +$372K +10,643 +0.9%
T
61
Thomaspartners
Massachusetts
$42.3M +$8.95M +256,272 +26%
Deutsche Bank
62
Deutsche Bank
Germany
$41.9M -$27.8M -796,280 -39%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$41.3M -$831K -23,783 -2%
USSCPF
64
United States Steel & Carnegie Pension Fund
New York
$41.2M
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$40.5M -$128K -3,655 -0.3%
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$39.2M -$793K -22,700 -2%
BJ
67
BlackRock Japan
Japan
$38.5M -$1.53M -43,900 -4%
Capital International Investors
68
Capital International Investors
California
$38M
Fidelity International
69
Fidelity International
Bermuda
$37.4M +$23.4M +670,535 +153%
PPA
70
Parametric Portfolio Associates
Washington
$36.8M -$629K -18,001 -2%
SCM
71
Sterling Capital Management
North Carolina
$36M +$594K +17,000 +2%
EVM
72
Eaton Vance Management
Massachusetts
$33.4M -$2.95M -84,390 -8%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$33.3M -$1.4M -40,000 -4%
MTB
74
Mizuho Trust & Banking
Japan
$32.8M
RFC
75
Regions Financial Corp
Alabama
$32.6M +$48.4K +1,387 +0.1%

TFC Hedge Fund Activity: Q3 2013 in Review

629 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2013, worth a combined $13.7B — up 1.7% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TFC positions and 47 closed out — a net gain of 12 holders — while 250 added to existing stakes and 233 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 629 institutional investors held Truist Financial (TFC) as of Q3 2013, up from 620 in Q2 2013.
  • Funds reported $13.7B of Truist Financial stock for Q3 2013, up 1.7% quarter-over-quarter.
  • 59 funds opened new Truist Financial positions in Q3 2013 and 47 closed out, a net change of +12 holders.
  • The largest Truist Financial buyer in Q3 2013 was Amundi Asset Management US, an estimated $109M added.
  • The largest Truist Financial seller in Q3 2013 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q3 2013.