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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
RIM
1001
Rampart Investment Management
Connecticut
-$469K -9,995 Closed
FRM
1002
Fox Run Management
Connecticut
-$451K -9,600 Closed
Verition Fund Management
1003
Verition Fund Management
Connecticut
-$365K -7,782 Closed
WRF
1004
Waddell & Reed Financial
Kansas
-$354K -7,532 Closed
HCA
1005
Horan Capital Advisors
Ohio
-$317K -6,743 Closed
SI
1006
SII Investments
Wisconsin
-$308K -6,536 Closed
BGC
1007
Blue Granite Capital
South Carolina
-$238K -5,075 Closed
WBG
1008
Wharton Business Group
Pennsylvania
-$225K -4,785 Closed
DTL
1009
Dynamic Technology Lab
Singapore
-$224K -4,776 Closed
1832 Asset Management
1010
1832 Asset Management
Ontario, Canada
-$215K -4,732 Closed
YMRC
1011
Yorktown Management & Research Company
Virginia
-$221K -4,700 Closed
WP
1012
WMS Partners
Maryland
-$210K -4,478 Closed
JT
1013
Jump Trading
Illinois
-$201K -4,284 Closed
ZB
1014
Zions Bancorporation
Utah
-$174K -3,704 Closed
HAM
1015
Highstreet Asset Management
Ontario, Canada
-$143K -3,053 Closed
NFG
1016
Next Financial Group
Texas
-$42K -889 Closed
NIC
1017
Northwest Investment Counselors
Oregon
-$35K -756 Closed
GWA
1018
Guidant Wealth Advisors
Illinois
-$33K -697 Closed
IUHSA
1019
Itau Unibanco Holding S.A.
Brazil
-$91K -610 Closed
BONST
1020
Bank of Nova Scotia Trust
Ontario, Canada
-$18K -391 Closed
Carson Wealth (CWM LLC)
1021
Carson Wealth (CWM LLC)
Nebraska
-$15K -314 Closed
LA
1022
Legacy Advisors
Pennsylvania
-$6K -132 Closed
CIM
1023
Contravisory Investment Management
Massachusetts
-$3K -70 Closed
MFW
1024
Mosaic Family Wealth
Missouri
-$2K -38 Closed
MGIA
1025
Moneta Group Investment Advisors
Missouri
+$483 +10 New

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.