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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
PFBT
926
Parkside Financial Bank & Trust
Missouri
$24K +$1.69K +35 +8%
OIA
927
OneDigital Investment Advisors
Kansas
$23K -$4.78K -99 -18%
MFBTD
928
MB Financial Bank - Trust Department
Illinois
$22K
LYV
929
Live Your Vision
Pennsylvania
$22K +$97 +2 +0.5%
AIM
930
Arcadia Investment Management
Michigan
$21K
DAM
931
Delta Asset Management
Tennessee
$21K
EARNEST Partners
932
EARNEST Partners
Georgia
$21K +$20.4K +423 New
IP
933
Intellectus Partners
California
$20K
JGIA
934
Jackson Grant Investment Advisers
Connecticut
$20K +$145 +3 +0.7%
GAM
935
Gemmer Asset Management
California
$18K
MOS
936
MGO One Seven
Ohio
$18K +$17.4K +360 New
GFP
937
Gryphon Financial Partners
Ohio
$17K +$16.2K +335 New
CCMW
938
Cypress Capital Management (Wyoming)
Wyoming
$15K
PK
939
Pflug Koory
Nebraska
$15K
SGAM
940
Smith Group Asset Management
Texas
$15K +$3.38K +70 +30%
CAM
941
CenterStar Asset Management
Illinois
$14K
CP
942
Corbenic Partners
Pennsylvania
$14K
LWCFA
943
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$12.8K +265 +1,893%
CIA
944
Cascade Investment Advisors
Oregon
$13.8K +$13.4K +277 New
VCM
945
Vigilant Capital Management
Maine
$13K +$12.6K +260 New
NCM
946
Nelson Capital Management
California
$12K -$7.24K -150 -38%
FCMT
947
Founders Capital Management (Texas)
Texas
$11K
SPI
948
Santori & Peters Inc
Pennsylvania
$11K +$10.6K +219 New
TFO
949
Tarbox Family Office
California
$10K
TWA
950
TCI Wealth Advisors
Arizona
$10K

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.