We are live on ! Find out more
TFC icon

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
IWP
876
Icon Wealth Partners
Texas
$85K +$82.3K +1,704 New
PA
877
Parallel Advisors
California
$82K
WAP
878
Wealthcare Advisory Partners
Pennsylvania
$82K +$2.41K +50 +3%
AF
879
Allworth Financial
California
$81K
VFA
880
Virtus Fund Advisers
Connecticut
$78K
FPB
881
First PREMIER Bank
South Dakota
$77K
PH
882
Pinnacle Holdings
Oklahoma
$71.7K
MRCM
883
M&R Capital Management
New Jersey
$70K -$37.4K -774 -35%
AIM
884
Advantage Investment Management
Iowa
$67K +$48 +1 +0.1%
II
885
Inspire Investing
Idaho
$67K +$65.1K +1,349 New
PCA
886
Providence Capital Advisors
North Carolina
$67K +$65.4K +1,355 New
CA
887
Calton & Associates
Florida
$66K +$58.9K +1,220 New
AC
888
Avestar Capital
New York
$66K +$67.4K +1,396 New
CFG
889
CKW Financial Group
Hawaii
$60K
FFC
890
First Financial Corp
Indiana
$58K
NIM
891
NuWave Investment Management
New Jersey
$58K +$55.5K +1,149 New
JCM
892
Jacobi Capital Management
Pennsylvania
$53K +$9.8K +203 +24%
WIM
893
Westside Investment Management
California
$51.2K
APSP
894
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K
PCA
895
Peddock Capital Advisors
Massachusetts
$50K
PCP
896
Proficio Capital Partners
Massachusetts
$50K +$2.61K +54 +6%
PMFA
897
Plante Moran Financial Advisors
Michigan
$48K +$36.4K +755 +360%
LC
898
Landaas & Company
Wisconsin
$47K
RFM
899
Royal Fund Management
Florida
$47K +$2.56K +53 +6%
ClearBridge Investments
900
ClearBridge Investments
New York
$46K

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.