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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
ACM
751
AUA Capital Management
Pennsylvania
$333K
VCM
752
Virtue Capital Management
Tennessee
$332K +$323K +6,684 New
SL
753
Signition LP
New York
$331K +$322K +6,662 New
FIB
754
First Interstate Bank
Montana
$326K
WPC
755
White Pine Capital
Minnesota
$326K
BCM
756
Buckhead Capital Management
Georgia
$325K +$628K +13,000 New
CA
757
Commerzbank Aktiengesellschaft
Germany
$321K -$81.7K -1,693 -21%
GIA
758
Guyasuta Investment Advisors
Pennsylvania
$318K
SCM
759
Shelton Capital Management
Colorado
$316K
LWAC
760
Laurel Wealth Advisors (California)
California
$312K -$121K -2,500 -28%
MMPW
761
Mitchell McLeod Pugh & Williams
Alabama
$305K
PAMG
762
Patton Albertson Miller Group
Tennessee
$304K -$11.3K -235 -4%
FA
763
FMA Advisory
Pennsylvania
$303K +$386 +8 +0.1%
LIM
764
Leavell Investment Management
Alabama
$303K +$295K +6,103 New
WF
765
Welch & Forbes
Massachusetts
$294K
PCMK
766
Paragon Capital Management (Kansas)
Kansas
$292K
CCA
767
Checchi Capital Advisers
California
$292K +$14K +291 +5%
TYCC
768
Texas Yale Capital Corp
Florida
$291K +$13.1K +272 +5%
APG
769
Abacus Planning Group
South Carolina
$290K +$281K +5,828 New
LI
770
Lafayette Investments
Maryland
$288K -$724 -15 -0.3%
CHAM
771
Clear Harbor Asset Management
Connecticut
$286K
PCMC
772
Paragon Capital Management (Colorado)
Colorado
$286K
CA
773
Cetera Advisors
Colorado
$285K +$5.75K +119 +2%
FCBT
774
First Citizens Bank & Trust
North Carolina
$282K -$17.6K -364 -6%
HFM
775
Hartford Financial Management
Connecticut
$282K

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.