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Truist Financial

874 hedge funds and large institutions have $23.9B invested in Truist Financial in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 364 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

15% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 317

1% more capital invested

Capital invested by funds: $23.6B → $23.9B (+$321M)

0.41% less ownership

Funds ownership: 65.24%64.83% (-0.41%)

3% less funds holding

Funds holding: 899874 (-25)

16% less call options, than puts

Call options by funds: $164M | Put options by funds: $195M

21% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 68

Holders
874
Holders Change
-25
Holders Change %
-2.78%
% of All Funds
21.79%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.47%
New
54
Increased
364
Reduced
317
Closed
68
Calls
$164M
Puts
$195M
Net Calls
-$31.3M
Net Calls Change
-$51.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
776
Signature Estate & Investment Advisors
California
$111K +$106K +2,452 New
WTC
777
WhitTier Trust Company
Nevada
$108K -$10.8K -249 -9%
QCG
778
Quadrant Capital Group
Ohio
$108K -$5.82K -134 -4%
MRCM
779
M&R Capital Management
New Jersey
$101K -$3.91K -90 -4%
MCM
780
Manchester Capital Management
Vermont
$96K
LWM
781
Lenox Wealth Management
Ohio
$93K
VCM
782
Versant Capital Management
Arizona
$89K -$3.52K -81 -4%
GLI
783
Guardian Life Insurance
New York
$83K -$56.2K -1,295 -41%
WB
784
Webster Bank
Connecticut
$80K
PA
785
Parallel Advisors
California
$80K +$22.1K +508 +43%
AIM
786
Advantage Investment Management
Iowa
$77K +$7.16K +165 +11%
ZB
787
Zions Bancorporation
Utah
$76K +$304 +7 +0.4%
AF
788
Allworth Financial
California
$74K -$1.65K -38 -2%
WA
789
WFG Advisors
Texas
$74K +$174 +4 +0.2%
VFA
790
Virtus Fund Advisers
Connecticut
$71K
FPB
791
First PREMIER Bank
South Dakota
$70K
HAM
792
Highstreet Asset Management
Ontario, Canada
$68K +$64.6K +1,487 New
NFG
793
Next Financial Group
Texas
$67K +$11.7K +269 +22%
PH
794
Pinnacle Holdings
Oklahoma
$65.5K
BWM
795
Baystate Wealth Management
Massachusetts
$65K +$434 +10 +0.7%
GRP
796
Global Retirement Partners
California
$62K +$6.51K +150 +12%
FCB
797
First Command Bank
Texas
$60K -$12.9K -297 -18%
FCFS
798
First Command Financial Services
Texas
$60K -$12.9K -297 -18%
CFG
799
CKW Financial Group
Hawaii
$55K -$8.68K -200 -14%
FFC
800
First Financial Corp
Indiana
$53K

TFC Hedge Fund Activity: Q2 2017 in Review

874 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2017, worth a combined $23.9B — up 1.4% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of TFC and 54 opened new positions — a net loss of 14 holders — while 317 trimmed existing stakes and 364 added.

The largest buyer was Janus Henderson Group, adding an estimated $173M. The largest seller was JP Morgan Chase, cutting an estimated $192M.

  • 874 institutional investors held Truist Financial (TFC) as of Q2 2017, down from 899 in Q1 2017.
  • Funds reported $23.9B of Truist Financial stock for Q2 2017, up 1.4% quarter-over-quarter.
  • 54 funds opened new Truist Financial positions in Q2 2017 and 68 closed out, a net change of -14 holders.
  • The largest Truist Financial buyer in Q2 2017 was Janus Henderson Group, an estimated $173M added.
  • The largest Truist Financial seller in Q2 2017 was JP Morgan Chase, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2017.