Truist Financial
1,031 hedge funds and large institutions have $26.2B invested in Truist Financial in 2018 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 366 increasing their positions, 387 reducing their positions, and 61 closing their positions.
97% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 61
50% more funds holding in top 10
Funds holding in top 10: 20 → 30 (+10)
48% more call options, than puts
Call options by funds: $150M | Put options by funds: $101M
6% more capital invested
Capital invested by funds: $24.8B → $26.2B (+$1.41B)
5% more funds holding
Funds holding: 984 → 1,031 (+47)
1.6% more ownership
Funds ownership: 63.14% → 64.74% (+1.6%)
5% less repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 387
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$178M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$75.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$63.4M |
| 4 |
O
OppenheimerFunds
New York
|
+$55.6M |
| 5 |
Goldman Sachs
New York
|
+$48.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$130M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$66M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$58.3M |
| 4 |
Millennium Management
New York
|
-$56.2M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$49.8M |
TFC Hedge Fund Activity: Q1 2018 in Review
1,031 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2018, worth a combined $26.2B — up 5.7% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new TFC positions and 61 closed out — a net gain of 59 holders — while 366 added to existing stakes and 387 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $178M. The largest seller was Boston Partners, cutting an estimated $130M.
- 1,031 institutional investors held Truist Financial (TFC) as of Q1 2018, up from 984 in Q4 2017.
- Funds reported $26.2B of Truist Financial stock for Q1 2018, up 5.7% quarter-over-quarter.
- 120 funds opened new Truist Financial positions in Q1 2018 and 61 closed out, a net change of +59 holders.
- The largest Truist Financial buyer in Q1 2018 was JP Morgan Chase, an estimated $178M added.
- The largest Truist Financial seller in Q1 2018 was Boston Partners, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2018.