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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
RFA
801
Reilly Financial Advisors
California
$51K +$8.46K +184 +20%
BWA
802
BDO Wealth Advisors
Florida
$49K
APSP
803
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K
PCA
804
Peddock Capital Advisors
Massachusetts
$48K
WIM
805
Westside Investment Management
California
$47.2K
PCP
806
Proficio Capital Partners
Massachusetts
$45K +$37.5K +816 +571%
LC
807
Landaas & Company
Wisconsin
$45K +$43.7K +950 New
ST
808
Smithfield Trust
Pennsylvania
$44K
BWP
809
Baldwin Wealth Partners
Massachusetts
$44K +$4.6K +100 +12%
WA
810
WealthTrust-Arizona
Arizona
$44K +$13.8K +300 +47%
ClearBridge Investments
811
ClearBridge Investments
New York
$43K
NFG
812
Next Financial Group
Texas
$42K -$27.2K -591 -40%
BAM
813
Barrett Asset Management
New York
$42K
RFM
814
Royal Fund Management
Florida
$41K
EWM
815
Edge Wealth Management
New York
$40K
JCM
816
Jacobi Capital Management
Pennsylvania
$40K +$5.29K +115 +16%
YWP
817
YorkBridge Wealth Partners
New York
$39K +$14.1K +307 +59%
CFN
818
Cordasco Financial Network
Florida
$38K
CAW
819
Cornerstone Advisors (Washington)
Washington
$38K
TDC
820
Thompson Davis & Co
Virginia
$37K
PFSC
821
Peoples Financial Services Corp
Pennsylvania
$35K -$1.38K -30 -4%
NIC
822
Northwest Investment Counselors
Oregon
$35K
GWA
823
Guidant Wealth Advisors
Illinois
$33K
FMA
824
FNY Managed Accounts
New York
$32K +$32.2K +700 New
FA
825
Fortis Advisors
Pennsylvania
$27K +$26.7K +581 New

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.