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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
SIC
126
Schwartz Investment Counsel
Michigan
$13.6M +$1.57M +45,000 +13%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$13.5M -$5.05M -144,753 -27%
SG Americas Securities
128
SG Americas Securities
New York
$13.4M +$872K +24,977 +7%
SIC
129
Salem Investment Counselors
North Carolina
$13.3M -$180K -5,151 -1%
PAM
130
Panagora Asset Management
Massachusetts
$13.1M -$21.8M -623,468 -62%
Robeco Institutional Asset Management
131
Robeco Institutional Asset Management
Netherlands
$12.9M -$2.95M -84,438 -18%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$12.9M +$206K +5,900 +2%
Comerica Bank
133
Comerica Bank
Texas
$12.8M -$1.14M -32,567 -8%
CFB
134
Cullen/Frost Bankers
Texas
$12.7M +$506K +14,476 +4%
ZA
135
Zweig Advisers
Connecticut
$12.6M -$1.64M -47,000 -11%
NTCOC
136
Northern Trust Company of Connecticut
Connecticut
$12.6M +$2.35M +67,350 +22%
CA
137
Commerzbank Aktiengesellschaft
Germany
$12.5M +$3.69M +105,560 +40%
Axa
138
Axa
France
$12.5M -$20.7M -593,946 -62%
Allianz Asset Management
139
Allianz Asset Management
Germany
$12.4M -$97.6K -2,796 -0.8%
MIM
140
Montgomery Investment Management
Maryland
$12.2M -$80.3K -2,300 -0.6%
NFA
141
Nationwide Fund Advisors
Ohio
$12.1M +$3.28M +94,044 +35%
CB
142
Commerce Bank
Missouri
$12.1M +$11.1M +316,946 +773%
TPSF
143
Texas Permanent School Fund
Texas
$11.8M -$344K -9,855 -3%
TG
144
TCW Group
California
$11.7M +$122K +3,500 +1%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$11.5M -$884K -25,300 -7%
Ameriprise
146
Ameriprise
Minnesota
$11.5M -$658K -18,850 -5%
GG
147
Gofen & Glossberg
Illinois
$10.6M -$258K -7,398 -2%
CBOA
148
Commonwealth Bank of Australia
Australia
$10.6M -$3.97M -113,800 -27%
WB
149
WesBanco Bank
West Virginia
$10.4M +$228K +6,519 +2%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$10.3M +$1.34M +38,445 +14%

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.