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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
Citadel Advisors
51
Citadel Advisors
Florida
$76.8M +$42.3M +875,299 +131%
TA
52
Teachers Advisors
New York
$76.6M +$186K +3,862 +0.3%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$70.8M +$364K +7,549 +0.5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$69.8M -$1.32M -27,298 -2%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$69.4M +$10.8M +224,567 +19%
Asset Management One
56
Asset Management One
Japan
$69M -$875K -18,121 -1%
Millennium Management
57
Millennium Management
New York
$67.2M +$65.2M +1,350,754 New
EVM
58
Eaton Vance Management
Massachusetts
$66.6M +$1.18M +24,424 +2%
AllianceBernstein
59
AllianceBernstein
Tennessee
$66.1M -$2.03M -42,083 -3%
Prudential Financial
60
Prudential Financial
New Jersey
$65.2M -$7.04M -145,840 -10%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$65M +$507K +10,511 +0.8%
DLA
62
Douglas Lane & Associates
New York
$63.6M +$1.44M +29,872 +2%
RFC
63
Regions Financial Corp
Alabama
$62.1M -$1.46M -30,336 -2%
UBS Group
64
UBS Group
Switzerland
$62M +$21M +435,577 +54%
Barclays
65
Barclays
United Kingdom
$61.7M -$33.6M -695,375 -36%
Principal Financial Group
66
Principal Financial Group
Iowa
$58.1M -$27K -560 -0%
GC
67
Guggenheim Capital
Illinois
$57.5M +$2.5M +51,882 +5%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$57.1M -$45K -932 -0.1%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$56.4M +$14.6M +302,068 +36%
CC
70
Carlson Capital
Texas
$53.6M +$40.5M +839,138 +353%
CI
71
Cambiar Investors
Colorado
$53.1M -$4.08M -84,449 -7%
LBA
72
Letko, Brosseau & Associates
Quebec, Canada
$52.1M -$1.94M -40,225 -4%
CS
73
Credit Suisse
Switzerland
$50.7M +$5.42M +112,319 +12%
AAMU
74
Amundi Asset Management US
Massachusetts
$46.9M +$16.9M +349,789 +59%
SO
75
STRS Ohio
Ohio
$45.6M -$1.53M -31,663 -3%

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.