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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
CM
826
Capital Management
Virginia
$212K
WTFG
827
Wells Trecaso Financial Group
Ohio
$211K +$205K +4,238 New
NSIM
828
North Star Investment Management
Illinois
$210K
WKWM
829
Walter & Keenan Wealth Management
Indiana
$209K +$203K +4,195 New
AF
830
Advisornet Financial
Minnesota
$209K +$203K +4,200 New
BWA
831
Burt Wealth Advisors
Maryland
$208K -$181K -3,754 -47%
BC
832
Barnett & Company
Tennessee
$208K
IWM
833
IHT Wealth Management
Illinois
$204K +$9.46K +196 +5%
AAM
834
American Asset Management
Florida
$204K +$198K +4,102 New
BWAM
835
Boyd Watterson Asset Management
Ohio
$203K -$104K -2,150 -35%
CFG
836
Citizens Financial Group
Rhode Island
$202K -$76.7K -1,588 -28%
SC
837
SRB Corp
Massachusetts
$202K +$10.5K +217 +6%
I
838
IberiaBank
Louisiana
$202K +$194K +4,016 New
SAM
839
Sawgrass Asset Management
Florida
$200K +$194K +4,025 New
WG
840
Welch Group
Alabama
$199K
APA
841
American Portfolios Advisors
New York
$196K +$190K +3,933 New
DOA
842
D'Orazio & Associates
Virginia
$194K -$29.5K -612 -14%
EWM
843
Evercore Wealth Management
New York
$193K -$29K -600 -13%
PGA
844
Premia Global Advisors
Florida
$191K +$186K +3,845 New
JAM
845
Jolley Asset Management
North Carolina
$188K
OC
846
Oakworth Capital
Alabama
$188K +$34.3K +710 +23%
STA
847
Summit Trail Advisors
New York
$175K +$155K +3,209 New
CHP
848
Cable Hill Partners
Oregon
$171K -$14.2K -295 -8%
OSAM
849
O'Shaughnessy Asset Management
Connecticut
$165K -$8.59K -178 -5%
VFA
850
Valeo Financial Advisors
Indiana
$165K +$77.9K +1,613 +95%

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.