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
ST
901
Smithfield Trust
Pennsylvania
$46K
BAM
902
Barrett Asset Management
New York
$45K
YWP
903
YorkBridge Wealth Partners
New York
$44K
BWL
904
Bogart Wealth LLC
Virginia
$43K +$27.7K +574 +191%
EWM
905
Edge Wealth Management
New York
$42K
BWP
906
Baldwin Wealth Partners
Massachusetts
$41K -$4.83K -100 -11%
CAW
907
Cornerstone Advisors (Washington)
Washington
$41K
CFN
908
Cordasco Financial Network
Florida
$40K
TDC
909
Thompson Davis & Co
Virginia
$39K
HDIM
910
Hanson & Doremus Investment Management
Vermont
$38K +$18.8K +390 +102%
PFSC
911
Peoples Financial Services Corp
Pennsylvania
$37K
GTAM
912
Global Trust Asset Management
Florida
$33K +$32.4K +671 New
FA
913
Fortis Advisors
Pennsylvania
$29K +$193 +4 +0.7%
FFG
914
Ford Financial Group
California
$29K +$27.2K +564 New
RAM
915
Riggs Asset Management
Pennsylvania
$28K
SFSIG
916
San Francisco Sentry Investment Group
California
$28K
TFS
917
TrustCore Financial Services
Tennessee
$28K +$27.6K +571 New
HI
918
Hudock Inc
Pennsylvania
$27K +$145 +3 +0.6%
WT
919
Whittier Trust
California
$27K +$13.9K +288 +109%
AWM
920
AllSquare Wealth Management
New York
$26K
CBT
921
Capital Bank & Trust
California
$26K
CAC
922
Certified Advisory Corp
Florida
$26K +$25.7K +532 New
SMG
923
Spectrum Management Group
Indiana
$25K -$628 -13 -3%
GT
924
Greenleaf Trust
Michigan
$25K
SIAP
925
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K

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.