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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
BHBT
776
Burke & Herbert Bank & Trust
Virginia
$281K -$42.5K -880 -14%
SFG
777
SevenBridge Financial Group
Pennsylvania
$281K
WPA
778
Winning Points Advisors
Florida
$281K
GEA
779
Glen Eagle Advisors
New Jersey
$280K -$238K -4,924 -47%
FMLI
780
Fukoku Mutual Life Insurance
Japan
$278K
SLT
781
St Louis Trust
Missouri
$278K +$270K +5,600 New
IA
782
IFG Advisory
Georgia
$276K +$268K +5,557 New
WAM
783
Weatherly Asset Management
California
$274K
AW
784
Alpha Windward
Massachusetts
$274K +$579 +12 +0.2%
HSA
785
HBK Sorce Advisory
Pennsylvania
$274K +$17.8K +369 +7%
SWM
786
SeaCrest Wealth Management
New York
$274K +$266K +5,518 New
CSM
787
CAMG Solamere Management
North Carolina
$271K -$8.26K -171 -3%
LOAMS
788
Lombard Odier Asset Management (Switzerland)
Switzerland
$271K
DIA
789
Dana Investment Advisors
Wisconsin
$268K
NGA
790
Naples Global Advisors
Florida
$268K +$260K +5,394 New
MIA
791
MainStreet Investment Advisors
Illinois
$266K +$258K +5,345 New
CA
792
Continuum Advisory
Idaho
$266K +$259K +5,359 New
MPWT
793
MassMutual Private Wealth & Trust
Connecticut
$266K +$3.28K +68 +1%
Lido Advisors
794
Lido Advisors
California
$265K +$724 +15 +0.3%
BMCM
795
Bryn Mawr Capital Management
Pennsylvania
$263K
AIC
796
Aurora Investment Counsel
Georgia
$263K +$255K +5,280 New
LRPA
797
L. Roy Papp & Associates
Arizona
$262K -$3.96K -82 -2%
IFWM
798
Institute for Wealth Management
Colorado
$261K +$253K +5,246 New
ERIM
799
Eagle Ridge Investment Management
Connecticut
$260K
CG
800
Cutler Group
California
$258K -$232K -4,800 -48%

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.