Truist Financial
1,160 hedge funds and large institutions have $37.5B invested in Truist Financial in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 397 increasing their positions, 520 reducing their positions, and 93 closing their positions.
77% more call options, than puts
Call options by funds: $156M | Put options by funds: $88M
2% more capital invested
Capital invested by funds: $36.9B → $37.5B (+$601M)
0.32% more ownership
Funds ownership: 72.91% → 73.23% (+0.32%)
0% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 93
1% less funds holding
Funds holding: 1,168 → 1,160 (-8)
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
24% less repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 520
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$502M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$208M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$81.9M |
| 4 |
Bank of New York Mellon
New York
|
+$63.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$254M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$84.9M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$74.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$69.1M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$66.7M |
TFC Hedge Fund Activity: Q3 2020 in Review
1,160 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2020, worth a combined $37.5B — up 1.6% from $36.9B a quarter earlier.
Fund positioning in TFC was balanced in Q3 2020: 93 funds opened new positions, 93 closed out, 397 added to existing stakes and 520 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $502M. The largest seller was Capital International Investors, cutting an estimated $254M.
- 1,160 institutional investors held Truist Financial (TFC) as of Q3 2020, down from 1,168 in Q2 2020.
- Funds reported $37.5B of Truist Financial stock for Q3 2020, up 1.6% quarter-over-quarter.
- 93 funds opened new Truist Financial positions in Q3 2020 and 93 closed out, a net change of 0 holders.
- The largest Truist Financial buyer in Q3 2020 was JP Morgan Chase, an estimated $502M added.
- The largest Truist Financial seller in Q3 2020 was Capital International Investors, an estimated $254M sold.
Based on aggregated 13F filings for Q3 2020.