Truist Financial
1,031 hedge funds and large institutions have $25.6B invested in Truist Financial in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 404 increasing their positions, 376 reducing their positions, and 75 closing their positions.
122% more call options, than puts
Call options by funds: $169M | Put options by funds: $75.9M
15% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 75
7% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 376
0.73% more ownership
Funds ownership: 64.74% → 65.47% (+0.73%)
0% more funds holding
Funds holding: 1,030 → 1,031 (+1)
2% less capital invested
Capital invested by funds: $26.2B → $25.6B (-$538M)
20% less funds holding in top 10
Funds holding in top 10: 30 → 24 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$365M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$231M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$110M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$106M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$72.7M |
| 2 |
Goldman Sachs
New York
|
-$65.7M |
| 3 |
JP Morgan Chase
New York
|
-$60.5M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$56M |
| 5 |
State Street
Boston,
Massachusetts
|
-$53.6M |
TFC Hedge Fund Activity: Q2 2018 in Review
1,031 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2018, worth a combined $25.6B — down 2.1% from $26.2B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new TFC positions and 75 closed out — a net gain of 11 holders — while 404 added to existing stakes and 376 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $365M. The largest seller was Eaton Vance Management, cutting an estimated $72.7M.
- 1,031 institutional investors held Truist Financial (TFC) as of Q2 2018, up from 1,030 in Q1 2018.
- Funds reported $25.6B of Truist Financial stock for Q2 2018, down 2.1% quarter-over-quarter.
- 86 funds opened new Truist Financial positions in Q2 2018 and 75 closed out, a net change of +11 holders.
- The largest Truist Financial buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $365M added.
- The largest Truist Financial seller in Q2 2018 was Eaton Vance Management, an estimated $72.7M sold.
Based on aggregated 13F filings for Q2 2018.