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Truist Financial

881 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 60

2% more capital invested

Capital invested by funds: $23.9B → $24.4B (+$568M)

1% more funds holding

Funds holding: 875881 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.36% less ownership

Funds ownership: 64.83%64.48% (-0.36%)

5% less call options, than puts

Call options by funds: $174M | Put options by funds: $183M

11% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 347

Holders
881
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
21.96%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.47%
New
75
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
101
Aviva
United Kingdom
$24.1M +$250K +5,445 +1%
VDI
102
Vaughan David Investments
Illinois
$23.5M -$103K -2,244 -0.4%
CB
103
Commerce Bank
Missouri
$23.4M +$712K +15,478 +3%
PI
104
PineBridge Investments
New York
$23.3M -$8.25M -179,565 -27%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$23.2M +$4.26M +92,610 +23%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$22.7M +$22.3M +484,348 New
FMW
107
Farr Miller & Washington
District of Columbia
$22.6M +$83.3K +1,812 +0.4%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$22.6M -$3.93M -85,485 -15%
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$22.2M +$21.8M +473,590 New
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$21.5M -$39.1M -850,525 -65%
WIC
111
Willis Investment Counsel
Georgia
$21M +$588K +12,800 +3%
Adage Capital Partners
112
Adage Capital Partners
Massachusetts
$20.9M +$598K +13,000 +3%
AIA
113
Avalon Investment & Advisory
Texas
$20.4M +$32.2K +700 +0.2%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$20.4M +$121K +2,630 +0.6%
Calamos Advisors
115
Calamos Advisors
Illinois
$20.2M +$117K +2,536 +0.6%
SIC
116
Schwartz Investment Counsel
Michigan
$20M
BCIM
117
British Columbia Investment Management
British Columbia, Canada
$20M -$582K -12,656 -3%
PC
118
PM Capital
Australia
$19M
Lazard Asset Management
119
Lazard Asset Management
New York
$19M -$2.97M -64,542 -14%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$19M -$1.07M -23,344 -5%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$18.4M -$62K -1,349 -0.3%
AIG
122
American International Group
New York
$18.3M -$1.34M -29,140 -7%
US Bancorp
123
US Bancorp
Minnesota
$18.2M -$98.6K -2,145 -0.6%
AG
124
Aperio Group
California
$18M +$1.12M +24,388 +7%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$18M -$442K -9,619 -2%

TFC Hedge Fund Activity: Q3 2017 in Review

881 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2017, worth a combined $24.4B — up 2.4% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new TFC positions and 60 closed out — a net gain of 15 holders — while 310 added to existing stakes and 347 trimmed.

The largest buyer was Bank of America, adding an estimated $219M. The largest seller was Capital International Investors, cutting an estimated $191M.

  • 881 institutional investors held Truist Financial (TFC) as of Q3 2017, up from 875 in Q2 2017.
  • Funds reported $24.4B of Truist Financial stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 75 funds opened new Truist Financial positions in Q3 2017 and 60 closed out, a net change of +15 holders.
  • The largest Truist Financial buyer in Q3 2017 was Bank of America, an estimated $219M added.
  • The largest Truist Financial seller in Q3 2017 was Capital International Investors, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2017.