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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
MIS
76
Morningstar Investment Services
Illinois
$44.2M +$35.3M +730,295 +462%
DRZID
77
DePrince Race & Zollo Inc (DRZ)
Florida
$43M +$603K +12,496 +1%
JFL
78
Jarislowsky, Fraser Ltd
Quebec, Canada
$42.5M -$2.64M -54,703 -6%
Aberdeen Group
79
Aberdeen Group
United Kingdom
$39.5M -$212M -4,382,777 -85%
PI
80
PGGM Investments
Netherlands
$39.1M +$5.21M +107,848 +16%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$38.5M +$33.7M +698,820 +931%
BTW
82
Boston Trust Walden
Massachusetts
$38.4M +$7.67M +158,940 +26%
National Pension Service
83
National Pension Service
South Korea
$36.5M +$885K +18,334 +3%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$36.5M +$13.4M +277,162 +61%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$36.5M +$13.9M +288,500 +65%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$35.8M -$932K -19,306 -3%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$33.8M +$9.94M +205,866 +43%
Mackenzie Financial
88
Mackenzie Financial
Ontario, Canada
$32.1M +$31.1M +644,796 New
PAMU
89
Pictet Asset Management (UK)
United Kingdom
$31.9M +$602K +12,464 +2%
Lazard Asset Management
90
Lazard Asset Management
New York
$31.8M +$11.3M +234,489 +58%
KCM
91
Kornitzer Capital Management
Kansas
$31.6M +$61.8K +1,280 +0.2%
Comerica Bank
92
Comerica Bank
Texas
$31.3M -$2.02M -41,832 -7%
State of Wisconsin Investment Board
93
State of Wisconsin Investment Board
Wisconsin
$30.5M -$297K -6,146 -1%
Canada Life
94
Canada Life
Manitoba, Canada
$30.2M -$7.45M -154,294 -20%
Stifel Financial
95
Stifel Financial
Missouri
$29.4M +$12.3M +254,422 +75%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$29.1M -$10.5M -217,068 -27%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.6M -$613K -12,695 -2%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$28.1M +$887K +18,365 +3%
MIM
99
Montgomery Investment Management
Maryland
$27.7M -$128K -2,655 -0.5%
ACA
100
Anchor Capital Advisors
Massachusetts
$27.5M +$64.6K +1,339 +0.2%

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.