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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
CP
851
Corbenic Partners
Pennsylvania
$13K
WT
852
Whittier Trust
California
$12K
TRCT
853
Tower Research Capital (TRC)
New York
$11K -$3.26K -71 -24%
FCMT
854
Founders Capital Management (Texas)
Texas
$11K
SGAM
855
Smith Group Asset Management
Texas
$11K
TG
856
TLP Group
Illinois
$11K +$10.9K +238 New
TWA
857
TCI Wealth Advisors
Arizona
$10K -$644 -14 -6%
PMFA
858
Plante Moran Financial Advisors
Michigan
$10K
HR
859
Howe & Rusling
New York
$9K +$322 +7 +4%
TFO
860
Tarbox Family Office
California
$9K +$2.25K +49 +33%
GBT
861
Grove Bank & Trust
Florida
$8K
FPS
862
Fieldpoint Private Securities
Connecticut
$7K +$6.9K +150 New
RIA
863
RPG Investment Advisory
California
$7K +$7.13K +155 New
LWA
864
Lowe Wealth Advisors
Maryland
$6K
LA
865
Legacy Advisors
Pennsylvania
$6K +$6.07K +132 New
OFW
866
Omnia Family Wealth
Florida
$5K -$8.04K -175 -64%
CRC
867
Curi RMB Capital
Illinois
$5K +$2.16K +47 +82%
RWML
868
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$4.69K
BWM
869
Baystate Wealth Management
Massachusetts
$4K -$63K -1,370 -94%
MSFP
870
Mark Sheptoff Financial Planning
Connecticut
$4K
WAS
871
WESPAC Advisors SoCal
California
$4K
IAS
872
INR Advisory Services
Pennsylvania
$4K +$46 +1 +1%
BL
873
Balentine LLC
Georgia
$3K
CIM
874
Contravisory Investment Management
Massachusetts
$3K +$3.22K +70 New
AAP
875
Arax Advisory Partners
Colorado
$2K -$137K -2,979 -98%

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.