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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
Los Angeles Capital Management
101
Los Angeles Capital Management
California
$19.4M +$15.6M +445,924 +348%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.3M -$651K -18,651 -3%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$19.2M +$607K +17,378 +3%
Citigroup
104
Citigroup
New York
$19M -$4M -114,682 -17%
WIC
105
Willis Investment Counsel
Georgia
$18.4M
JHIU
106
Janus Henderson Investors US
Colorado
$18.2M -$9.9M -283,500 -34%
Canada Life
107
Canada Life
Manitoba, Canada
$18.1M +$11.9M +341,845 +174%
CIA
108
CCM Investment Advisers
South Carolina
$17.2M +$541K +15,491 +3%
PI
109
PGGM Investments
Netherlands
$17M +$887K +25,395 +5%
Millennium Management
110
Millennium Management
New York
$16.9M -$22M -630,693 -56%
ClearBridge Investments
111
ClearBridge Investments
New York
$16.7M +$16.4M +468,673 +1,757%
ECA
112
Endeavour Capital Advisors
Connecticut
$16M +$1.54M +44,079 +10%
SFM
113
Stack Financial Management
Montana
$15.9M +$371K +10,610 +2%
ZIM
114
Zacks Investment Management
Illinois
$15.5M +$1.08M +30,915 +7%
ST
115
Sabal Trust
Florida
$15.4M -$84.2K -2,412 -0.5%
GC
116
Guggenheim Capital
Illinois
$15.3M -$3.03M -86,638 -16%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$15.2M +$3.3M +94,362 +26%
VDI
118
Vaughan David Investments
Illinois
$15.2M -$730K -20,900 -4%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$15M -$34.3K -983 -0.2%
GHA
120
GW Henssler & Associates
Georgia
$14.4M +$806K +23,086 +6%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$14.1M +$183K +5,252 +1%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$14M -$849K -24,306 -6%
KCA
123
KR Capital Advisors
New York
$13.9M +$530K +15,190 +4%
CII
124
Capital International Inc
California
$13.8M -$23.9M -683,600 -63%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$13.7M +$10.1M +289,269 +251%

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.