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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
WG
726
Winton Group
United Kingdom
$364K -$552K -11,440 -61%
DI
727
Diligent Investors
California
$364K
BCM
728
Birmingham Capital Management
Alabama
$363K
CT
729
Cambridge Trust
Massachusetts
$360K +$1.21K +25 +0.3%
FMII
730
Farmers & Merchants Investments Inc
Nebraska
$357K +$7.24K +150 +2%
HF
731
HRT Financial
New York
$356K +$63.9K +1,324 +23%
FA
732
FCG Advisors
New Jersey
$355K
B
733
Barings
North Carolina
$353K -$1.17M -24,200 -77%
FPFS
734
First Personal Financial Services
North Carolina
$353K +$122K +2,526 +55%
MCM
735
Mitchell Capital Management
Kansas
$353K +$343K +7,101 New
DT
736
Diversified Trust
Tennessee
$352K +$8.4K +174 +3%
DY
737
Dowling & Yahnke
California
$349K -$11.8K -245 -3%
CCM
738
Canal Capital Management
Virginia
$349K +$1.83K +38 +0.5%
ACS
739
Archford Capital Strategies
Illinois
$349K +$339K +7,019 New
LPT
740
Legacy Private Trust
Wisconsin
$348K +$39.1K +810 +13%
PG
741
Patten Group
Tennessee
$347K
SBSB
742
Sullivan, Bruyette, Speros & Blaney
Virginia
$347K
HCM
743
Highlander Capital Management
New Jersey
$345K
CNBT
744
Canandaigua National Bank & Trust
New York
$344K -$12.1K -250 -3%
Tudor Investment Corp
745
Tudor Investment Corp
Connecticut
$344K +$334K +6,928 New
PCM
746
Parsons Capital Management
Rhode Island
$343K
WA
747
WealthTrust Axiom
Pennsylvania
$340K
Holocene Advisors
748
Holocene Advisors
New York
$338K +$328K +6,801 New
DSN
749
D. Scott Neal
Kentucky
$336K -$5.07K -105 -2%
WSCM
750
Wellington Shields Capital Management
New York
$336K

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.