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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
RAM
826
Riggs Asset Management
Pennsylvania
$26K
OIA
827
OneDigital Investment Advisors
Kansas
$26K +$13K +282 +100%
SFSIG
828
San Francisco Sentry Investment Group
California
$26K +$23K +500 +833%
CBT
829
Capital Bank & Trust
California
$25K
SBL
830
Sargent Bickham Lagudis
Colorado
$25K
HI
831
Hudock Inc
Pennsylvania
$25K +$138 +3 +0.6%
AWM
832
AllSquare Wealth Management
New York
$24K
SMG
833
Spectrum Management Group
Indiana
$24K +$23.6K +513 New
GT
834
Greenleaf Trust
Michigan
$23K +$23K +500 New
SIAP
835
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
MFBTD
836
MB Financial Bank - Trust Department
Illinois
$21K
PFBT
837
Parkside Financial Bank & Trust
Missouri
$21K +$644 +14 +3%
AIM
838
Arcadia Investment Management
Michigan
$20K
DAM
839
Delta Asset Management
Tennessee
$20K
IP
840
Intellectus Partners
California
$19K
NCM
841
Nelson Capital Management
California
$19K
JGIA
842
Jackson Grant Investment Advisers
Connecticut
$19K +$138 +3 +0.8%
LYV
843
Live Your Vision
Pennsylvania
$19K +$15.7K +341 +480%
HDIM
844
Hanson & Doremus Investment Management
Vermont
$18K -$30.1K -655 -63%
BONST
845
Bank of Nova Scotia Trust
Ontario, Canada
$18K +$18K +391 New
GAM
846
Gemmer Asset Management
California
$17K
Carson Wealth (CWM LLC)
847
Carson Wealth (CWM LLC)
Nebraska
$15K -$142K -3,086 -91%
PK
848
Pflug Koory
Nebraska
$15K
CCMW
849
Cypress Capital Management (Wyoming)
Wyoming
$14K
BWL
850
Bogart Wealth LLC
Virginia
$14K +$13.8K +300 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.