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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
WAM
726
Weatherly Asset Management
California
$258K
LOAMS
727
Lombard Odier Asset Management (Switzerland)
Switzerland
$256K
DIA
728
Dana Investment Advisors
Wisconsin
$253K -$10.6K -230 -4%
LRPA
729
L. Roy Papp & Associates
Arizona
$251K +$46 +1 +0%
GI
730
Gradient Investments
Minnesota
$249K +$18.7K +407 +8%
MPWT
731
MassMutual Private Wealth & Trust
Connecticut
$248K -$2.39K -52 -1%
ERIM
732
Eagle Ridge Investment Management
Connecticut
$245K +$240K +5,227 New
RC
733
RegentAtlantic Capital
New Jersey
$241K -$13.8K -300 -6%
HSA
734
HBK Sorce Advisory
Pennsylvania
$241K +$18.5K +403 +9%
BGC
735
Blue Granite Capital
South Carolina
$238K +$233K +5,075 New
GWS
736
Glassman Wealth Services
Virginia
$237K +$13K +283 +6%
AC
737
Alexandria Capital
Virginia
$236K +$6.39K +139 +3%
BJL
738
Brighton Jones LLC
Washington
$230K +$6.67K +145 +3%
AIA
739
Armor Investment Advisors
North Carolina
$230K +$225K +4,904 New
WBG
740
Wharton Business Group
Pennsylvania
$225K +$220K +4,785 New
DTL
741
Dynamic Technology Lab
Singapore
$224K +$220K +4,776 New
SWA
742
Sutton Wealth Advisors
Florida
$221K
YMRC
743
Yorktown Management & Research Company
Virginia
$221K
PL
744
Perpetual Ltd
Australia
$220K
SCA
745
Snowden Capital Advisors
New York
$219K -$1.52M -33,162 -88%
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$218K
RPA
747
Rock Point Advisors
Vermont
$216K
FPFS
748
First Personal Financial Services
North Carolina
$215K +$8.41K +183 +4%
1832 Asset Management
749
1832 Asset Management
Ontario, Canada
$215K +$218K +4,732 New
PPSG
750
Princeton Portfolio Strategies Group
New Jersey
$214K

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.