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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
GBBWRPM
951
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$7.24K +150 New
HFP
952
Holistic Financial Partners
Indiana
$9K +$8.74K +181 New
GBT
953
Grove Bank & Trust
Florida
$8K
RIA
954
RPG Investment Advisory
California
$8K
ME
955
McIlrath & Eck
Washington
$8K +$7.63K +158 New
FPS
956
Fieldpoint Private Securities
Connecticut
$7K
CB
957
CNB Bank
Pennsylvania
$7K +$7.24K +150 New
LWA
958
Lowe Wealth Advisors
Maryland
$6K
AWA
959
Acorn Wealth Advisors
Michigan
$6K +$5.5K +114 New
SBL
960
Sargent Bickham Lagudis
Colorado
$5K -$20.5K -425 -80%
MSFP
961
Mark Sheptoff Financial Planning
Connecticut
$5K
OFW
962
Omnia Family Wealth
Florida
$5K
FMB
963
Field & Main Bank
Kentucky
$5K +$4.83K +100 New
AIL
964
AGF Investments LLC
Ontario, Canada
$5K +$5.07K +105 New
KJWM
965
Kiley Juergens Wealth Management
Washington
$5K +$5.07K +105 New
HR
966
Howe & Rusling
New York
$4K -$5.36K -111 -57%
BWM
967
Baystate Wealth Management
Massachusetts
$4K
WAS
968
WESPAC Advisors SoCal
California
$4K
IAS
969
INR Advisory Services
Pennsylvania
$4K +$48 +1 +1%
BL
970
Balentine LLC
Georgia
$3K
DBT
971
Dubuque Bank & Trust
Iowa
$3K +$2.56K +53 New
SQA
972
Simon Quick Advisors
New Jersey
$3K +$2.56K +53 New
WEC
973
Winslow Evans & Crocker
Massachusetts
$2.09K
WA
974
WealthTrust-Arizona
Arizona
$2K -$43.4K -899 -96%
TG
975
TLP Group
Illinois
$2K -$9.56K -198 -83%

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.