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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
FHA
776
First Horizon Advisors
Tennessee
$122K +$46 +1 +0%
WTC
777
WhitTier Trust Company
Nevada
$116K +$4K +87 +4%
CB
778
Community Bank
New York
$110K -$6.62K -144 -6%
NEAM
779
New England Asset Management
Connecticut
$110K +$108K +2,340 New
MRCM
780
M&R Capital Management
New Jersey
$103K
MCM
781
Manchester Capital Management
Vermont
$100K
LWM
782
Lenox Wealth Management
Ohio
$95K
IUHSA
783
Itau Unibanco Holding S.A.
Brazil
$91K +$25.3K +550 +917%
GLI
784
Guardian Life Insurance
New York
$86K
WTB
785
Washington Trust Bank
Washington
$84K -$57.7K -1,255 -41%
VCM
786
Versant Capital Management
Arizona
$84K -$8.55K -186 -9%
WB
787
Webster Bank
Connecticut
$83K
WWM
788
Willingdon Wealth Management
North Carolina
$81K +$79.8K +1,735 New
VFA
789
Valeo Financial Advisors
Indiana
$80K +$78.2K +1,701 New
PA
790
Parallel Advisors
California
$77K -$1.84K -40 -2%
AF
791
Allworth Financial
California
$77K
WAP
792
Wealthcare Advisory Partners
Pennsylvania
$75K +$73.5K +1,598 New
VFA
793
Virtus Fund Advisers
Connecticut
$73K
FPB
794
First PREMIER Bank
South Dakota
$72K
PH
795
Pinnacle Holdings
Oklahoma
$67.7K
GRP
796
Global Retirement Partners
California
$64K
AIM
797
Advantage Investment Management
Iowa
$63K -$16K -349 -21%
CFG
798
CKW Financial Group
Hawaii
$56K
FFC
799
First Financial Corp
Indiana
$55K
KTC
800
Kistler-Tiffany Companies
Pennsylvania
$55K

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.