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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
CCM
851
Cribstone Capital Management
Maine
$159K
LCM
852
Liberty Capital Management
Michigan
$159K
QCG
853
Quadrant Capital Group
Ohio
$156K +$8.16K +169 +5%
AssetMark Inc
854
AssetMark Inc
California
$155K -$5.55K -115 -4%
FRA
855
Front Row Advisors
California
$142K +$138K +2,860 New
GLI
856
Guardian Life Insurance
New York
$130K +$37.6K +779 +42%
RPC
857
Rossmore Private Capital
Connecticut
$124K +$120K +2,485 New
WTC
858
WhitTier Trust Company
Nevada
$123K
C
859
Cerebellum
California
$123K +$119K +2,467 New
SAM
860
Shamrock Asset Management
Texas
$123K +$119K +2,472 New
KTC
861
Kistler-Tiffany Companies
Pennsylvania
$117K +$57.6K +1,193 +103%
CB
862
Community Bank
New York
$116K
NEAM
863
New England Asset Management
Connecticut
$116K
GP
864
GLG Partners
United Kingdom
$113K +$110K +2,269 New
ARMC
865
American Research & Management Company
Massachusetts
$109K +$106K +2,200 New
JFGIW
866
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K -$26.5K -549 -20%
MCM
867
Manchester Capital Management
Vermont
$106K
DCM
868
Delpha Capital Management
New York
$106K +$103K +2,127 New
SWMG
869
Signature Wealth Management Group
Georgia
$106K +$103K +2,134 New
LWM
870
Lenox Wealth Management
Ohio
$101K
WB
871
Webster Bank
Connecticut
$99K +$10.9K +225 +13%
WWM
872
Willingdon Wealth Management
North Carolina
$96K +$9.65K +200 +12%
VCM
873
Versant Capital Management
Arizona
$89K
WTB
874
Washington Trust Bank
Washington
$89K
BWA
875
BDO Wealth Advisors
Florida
$89K +$35.3K +732 +70%

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.