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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
ACI
126
AMP Capital Investors
Australia
$16.8M +$78.2K +1,700 +0.5%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$16.5M -$200K -4,344 -1%
USAA
128
United Services Automobile Association
Texas
$16.2M -$4.31M -93,864 -21%
SB
129
Suntrust Banks
Georgia
$15.9M +$257K +5,592 +2%
Stifel Financial
130
Stifel Financial
Missouri
$15.8M -$2.65M -57,641 -15%
NIPH
131
NN Investment Partners Holdings
Netherlands
$15.8M -$2.26M -49,058 -13%
ASRS
132
Arizona State Retirement System
Arizona
$15.6M +$3.13M +68,193 +26%
VOYA Investment Management
133
VOYA Investment Management
Georgia
$15.6M -$4.1M -89,268 -21%
UB
134
UMB Bank
Missouri
$15.5M +$7.91K +172 +0.1%
MAA
135
Matrix Asset Advisors
New York
$15.4M +$305K +6,642 +2%
SIC
136
Salem Investment Counselors
North Carolina
$15.2M -$1.02M -22,263 -6%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$15.1M -$25.3K -550 -0.2%
HighTower Advisors
138
HighTower Advisors
Illinois
$14.9M -$5.1K -111 -0%
H
139
Hexavest
Quebec, Canada
$14.8M +$192K +4,171 +1%
WSFS
140
Wilmington Savings Fund Society
Delaware
$14.6M +$5.89M +128,199 +70%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$14.6M +$1.42M +30,820 +11%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$14.2M -$723K -15,718 -5%
NPPM
143
North Point Portfolio Managers
Ohio
$14.1M -$117K -2,544 -0.8%
TBA
144
Tower Bridge Advisors
Pennsylvania
$14M -$101K -2,194 -0.7%
Neuberger Berman Group
145
Neuberger Berman Group
New York
$13.9M +$37.3K +811 +0.3%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$13.9M +$12.8K +279 +0.1%
CISOA
147
Capital Investment Services of America
Wisconsin
$13.8M +$5.75K +125 +0%
GGI
148
Godsey & Gibb Inc
Virginia
$13.6M -$830K -18,050 -6%
GG
149
Gofen & Glossberg
Illinois
$13.4M -$462K -10,059 -3%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$13.2M -$401K -8,728 -3%

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.