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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
First Trust Advisors
51
First Trust Advisors
Illinois
$76.3M -$7.41M -161,095 -9%
Mitsubishi UFJ Trust & Banking
52
Mitsubishi UFJ Trust & Banking
Japan
$76.2M -$525K -11,423 -0.7%
AQR Capital Management
53
AQR Capital Management
Connecticut
$74M -$2.31M -50,256 -3%
TA
54
Teachers Advisors
New York
$72.1M +$3.21M +69,840 +5%
Prudential Financial
55
Prudential Financial
New Jersey
$68.4M -$21.9M -475,580 -25%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$67.1M -$5.74M -124,770 -8%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$66.4M +$888K +19,307 +1%
Asset Management One
58
Asset Management One
Japan
$65.8M +$3.99M +86,757 +7%
AllianceBernstein
59
AllianceBernstein
Tennessee
$64.4M -$875K -19,033 -1%
EVM
60
Eaton Vance Management
Massachusetts
$61.7M +$59.1K +1,285 +0.1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$60.9M -$202K -4,403 -0.3%
RFC
62
Regions Financial Corp
Alabama
$60.1M +$199K +4,320 +0.3%
DLA
63
Douglas Lane & Associates
New York
$58.7M +$746K +16,220 +1%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$54.9M -$2.47M -53,742 -4%
Principal Financial Group
65
Principal Financial Group
Iowa
$54.9M -$1.87M -40,646 -3%
CI
66
Cambiar Investors
Colorado
$54.1M -$6.4M -139,170 -11%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$53.9M -$110K -2,390 -0.2%
GC
68
Guggenheim Capital
Illinois
$51.9M +$897K +19,521 +2%
LBA
69
Letko, Brosseau & Associates
Quebec, Canada
$51.1M -$493K -10,715 -1%
SO
70
STRS Ohio
Ohio
$44.5M -$54.3K -1,182 -0.1%
JFL
71
Jarislowsky, Fraser Ltd
Quebec, Canada
$42.7M +$109K +2,372 +0.3%
CS
72
Credit Suisse
Switzerland
$42.6M -$10M -218,044 -19%
DRZID
73
DePrince Race & Zollo Inc (DRZ)
Florida
$40M -$13M -283,512 -25%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$39M -$5.8M -126,121 -13%
UBS Group
75
UBS Group
Switzerland
$38.1M +$3.87M +84,273 +12%

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.