Truist Financial
1,025 hedge funds and large institutions have $24.3B invested in Truist Financial in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 392 reducing their positions, and 74 closing their positions.
69% more call options, than puts
Call options by funds: $145M | Put options by funds: $85.7M
9% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 74
1% less funds holding
Funds holding: 1,031 → 1,025 (-6)
0.68% less ownership
Funds ownership: 65.47% → 64.78% (-0.68%)
2% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 392
5% less capital invested
Capital invested by funds: $25.6B → $24.3B (-$1.29B)
33% less funds holding in top 10
Funds holding in top 10: 24 → 16 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$118M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.2M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$47.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$44.2M |
| 5 |
Two Sigma Investments
New York
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$102M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$93M |
| 3 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$86.3M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$63.7M |
| 5 |
JP Morgan Chase
New York
|
-$56.5M |
TFC Hedge Fund Activity: Q3 2018 in Review
1,025 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2018, worth a combined $24.3B — down 5% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new TFC positions and 74 closed out — a net gain of 7 holders — while 383 added to existing stakes and 392 trimmed.
The largest buyer was Ameriprise, adding an estimated $118M. The largest seller was Bank of New York Mellon, cutting an estimated $102M.
- 1,025 institutional investors held Truist Financial (TFC) as of Q3 2018, down from 1,031 in Q2 2018.
- Funds reported $24.3B of Truist Financial stock for Q3 2018, down 5% quarter-over-quarter.
- 81 funds opened new Truist Financial positions in Q3 2018 and 74 closed out, a net change of +7 holders.
- The largest Truist Financial buyer in Q3 2018 was Ameriprise, an estimated $118M added.
- The largest Truist Financial seller in Q3 2018 was Bank of New York Mellon, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2018.