We are live on ! Find out more
TFC icon

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
BJL
801
Brighton Jones LLC
Washington
$258K +$14K +291 +6%
TMAM
802
Tokio Marine Asset Management
Japan
$255K -$124K -2,560 -33%
GI
803
Gradient Investments
Minnesota
$255K -$8.5K -176 -3%
BPC
804
Banque Pictet & Cie
Switzerland
$255K +$248K +5,133 New
PNAA
805
Pictet North America Advisors
Switzerland
$255K +$248K +5,133 New
DWT
806
Dorsey & Whitney Trust
South Dakota
$248K -$61.1K -1,266 -20%
TL
807
TrueWealth LLC
Georgia
$248K +$241K +4,997 New
AA
808
AlphaMark Advisors
Kentucky
$244K -$35.6K -738 -13%
RC
809
RegentAtlantic Capital
New Jersey
$243K -$12.1K -250 -5%
SCA
810
Snowden Capital Advisors
New York
$240K +$7.43K +154 +3%
AIA
811
Armor Investment Advisors
North Carolina
$237K -$6.52K -135 -3%
MI
812
Moneywise Inc
Virginia
$235K +$228K +4,719 New
SWA
813
Sutton Wealth Advisors
Florida
$234K
PL
814
Perpetual Ltd
Australia
$232K
CWS
815
Cypress Wealth Services
California
$232K +$225K +4,664 New
GWS
816
Glassman Wealth Services
Virginia
$231K -$18.9K -391 -8%
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$231K
GVT
818
Genesee Valley Trust
New York
$230K +$224K +4,631 New
RPA
819
Rock Point Advisors
Vermont
$229K
SRAM
820
Stone Ridge Asset Management
New York
$229K +$222K +4,600 New
BCM
821
Brookstone Capital Management
Illinois
$227K +$221K +4,570 New
PPSG
822
Princeton Portfolio Strategies Group
New Jersey
$226K
BA
823
Baugh & Associates
Georgia
$225K +$218K +4,520 New
DCM
824
Dupont Capital Management
Delaware
$218K
NPF
825
Norris Perne & French
Michigan
$218K +$628 +13 +0.3%

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.