Truist Financial
726 hedge funds and large institutions have $17.5B invested in Truist Financial in 2014 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 246 increasing their positions, 274 reducing their positions, and 36 closing their positions.
167% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 36
39% more call options, than puts
Call options by funds: $117M | Put options by funds: $84.3M
8% more capital invested
Capital invested by funds: $16.3B → $17.5B (+$1.25B)
8% more funds holding
Funds holding: 675 → 726 (+51)
1.89% more ownership
Funds ownership: 60.75% → 62.65% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
10% less repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$368M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$145M |
| 3 |
JP Morgan Chase
New York
|
+$127M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$59M |
| 5 |
State Street
Boston,
Massachusetts
|
+$56.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$128M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$77.1M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$75.4M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$60.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$60M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DIA
751
Davidson Investment Advisors
Great Falls,
Montana
| – | -$62K | -1,856 | Closed |
|
|
FA
752
Financial Advantage
Columbia,
Maryland
| – | -$52K | -1,400 | Closed |
|
|
SEC
753
Seven Eight Capital
New York
| – | -$33.5K | -899 | Closed |
|
754
Acadian Asset Management
Boston,
Massachusetts
| – | -$33K | -879 | Closed |
|
|
OIA
755
Optimum Investment Advisors
Chicago,
Illinois
| – | -$19K | -500 | Closed |
|
|
PI
756
PineBridge Investments
New York
| – | -$18K | -484 | Closed |
|
|
CG
757
Colony Group
Boston,
Massachusetts
| – | -$17K | -465 | Closed |
|
|
PSC
758
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$16K | -436 | Closed |
|
|
BWFA
759
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$9K | -250 | Closed |
|
|
LWM
760
LBA Wealth Management
Jacksonville,
Florida
| – | -$5K | -125 | Closed |
|
|
ARMC
761
American Research & Management Company
Marion,
Massachusetts
| – | -$4K | -100 | Closed |
|
|
GGPS
762
Gary Goldberg Planning Services
Suffern,
New York
| – | -$3K | -74 | Closed |
|
|
CAL
763
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$733 | -19 | Closed |
|
TFC Hedge Fund Activity: Q4 2014 in Review
726 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2014, worth a combined $17.5B — up 7.7% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new TFC positions and 36 closed out — a net gain of 60 holders — while 246 added to existing stakes and 274 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $368M. The largest seller was Lord, Abbett & Co, cutting an estimated $128M.
- 726 institutional investors held Truist Financial (TFC) as of Q4 2014, up from 675 in Q3 2014.
- Funds reported $17.5B of Truist Financial stock for Q4 2014, up 7.7% quarter-over-quarter.
- 96 funds opened new Truist Financial positions in Q4 2014 and 36 closed out, a net change of +60 holders.
- The largest Truist Financial buyer in Q4 2014 was Dodge & Cox, an estimated $368M added.
- The largest Truist Financial seller in Q4 2014 was Lord, Abbett & Co, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2014.