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Truist Financial

629 hedge funds and large institutions have $13.7B invested in Truist Financial in 2013 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 250 increasing their positions, 233 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $131M | Put options by funds: $84.3M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

1% more funds holding

Funds holding: 620629 (+9)

7% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 233

2% more capital invested

Capital invested by funds: $13.5B → $13.7B (+$233M)

0.94% more ownership

Funds ownership: 56.66%57.59% (+0.94%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
629
Holders Change
+9
Holders Change %
+1.45%
% of All Funds
20.39%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.42%
New
59
Increased
250
Reduced
233
Closed
47
Calls
$131M
Puts
$84.3M
Net Calls
+$46.8M
Net Calls Change
-$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$32.3M +$7.14M +204,438 +27%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$31.3M +$26.3M +752,745 +432%
First Trust Advisors
78
First Trust Advisors
Illinois
$30.5M +$271K +7,759 +0.9%
U
79
UBS
Switzerland
$30.2M +$5.05M +144,608 +19%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$30.1M +$5.26M +150,521 +20%
MAA
81
Managed Account Advisors
New Jersey
$29.4M +$246K +7,042 +0.8%
MIH
82
Madison Investment Holdings
Wisconsin
$27M -$438K -12,551 -2%
Principal Financial Group
83
Principal Financial Group
Iowa
$26.4M -$341K -9,777 -1%
APG Asset Management
84
APG Asset Management
Netherlands
$25.6M -$3.08M -88,329 -10%
Barclays
85
Barclays
United Kingdom
$25M +$2.36M +67,526 +10%
PIA
86
Piedmont Investment Advisors
North Carolina
$24.3M +$2.62M +75,062 +12%
BG
87
Bahl & Gaynor
Ohio
$24.1M +$5.32M +152,289 +27%
CI
88
Capital International
California
$23.4M -$11M -314,000 -31%
IGIM
89
I.G. Investment Management
Manitoba, Canada
$23M -$608K -17,400 -2%
MAA
90
Matrix Asset Advisors
New York
$22.6M +$439K +12,562 +2%
CIS
91
Capital International Sarl
California
$21.7M -$1.7M -48,700 -7%
RJA
92
Raymond James & Associates
Florida
$21.5M +$3.2M +91,552 +17%
Caisse de Depot et Placement du Quebec (CDPQ)
93
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.5M +$2.26M +64,800 +11%
BCIM
94
British Columbia Investment Management
British Columbia, Canada
$20.6M -$1.4M -39,988 -6%
ACA
95
Anchor Capital Advisors
Massachusetts
$20.5M +$2.13M +61,115 +11%
SCM
96
SKBA Capital Management
California
$20.5M -$1.86M -53,200 -8%
EA
97
Euclid Advisors
Connecticut
$20.3M +$306K +8,772 +1%
BTW
98
Boston Trust Walden
Massachusetts
$20.1M -$4M -114,515 -16%
HI
99
Honeywell International
North Carolina
$19.6M
HA
100
Heartland Advisors
Wisconsin
$19.5M -$213K -6,095 -1%

TFC Hedge Fund Activity: Q3 2013 in Review

629 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2013, worth a combined $13.7B — up 1.7% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new TFC positions and 47 closed out — a net gain of 12 holders — while 250 added to existing stakes and 233 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $109M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 629 institutional investors held Truist Financial (TFC) as of Q3 2013, up from 620 in Q2 2013.
  • Funds reported $13.7B of Truist Financial stock for Q3 2013, up 1.7% quarter-over-quarter.
  • 59 funds opened new Truist Financial positions in Q3 2013 and 47 closed out, a net change of +12 holders.
  • The largest Truist Financial buyer in Q3 2013 was Amundi Asset Management US, an estimated $109M added.
  • The largest Truist Financial seller in Q3 2013 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q3 2013.