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Truist Financial

983 hedge funds and large institutions have $24.8B invested in Truist Financial in 2017 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 332 increasing their positions, 338 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 41

18% more call options, than puts

Call options by funds: $201M | Put options by funds: $170M

12% more funds holding

Funds holding: 880983 (+103)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more capital invested

Capital invested by funds: $24.4B → $24.8B (+$318M)

2% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 338

1.34% less ownership

Funds ownership: 64.48%63.14% (-1.3%)

Holders
983
Holders Change
+103
Holders Change %
+11.7%
% of All Funds
22.3%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
156
Increased
332
Reduced
338
Closed
41
Calls
$201M
Puts
$170M
Net Calls
+$30.5M
Net Calls Change
+$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
126
United Services Automobile Association
Texas
$17.2M +$36K +745 +0.2%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$17.2M -$311K -6,436 -2%
Toronto Dominion Bank
128
Toronto Dominion Bank
Ontario, Canada
$17M +$1.56M +32,232 +10%
H
129
Hexavest
Quebec, Canada
$16.4M +$702K +14,542 +5%
SIC
130
Salem Investment Counselors
North Carolina
$16.2M +$161K +3,328 +1%
MAA
131
Matrix Asset Advisors
New York
$16.1M -$196K -4,067 -1%
HighTower Advisors
132
HighTower Advisors
Illinois
$15.9M +$209K +4,321 +1%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$15.8M -$261K -5,400 -2%
NIPH
134
NN Investment Partners Holdings
Netherlands
$15.6M -$1.17M -24,317 -7%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$15.4M -$1.01M -20,850 -6%
ASRS
136
Arizona State Retirement System
Arizona
$15.2M -$1.33M -27,504 -8%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$14.9M +$891K +18,452 +7%
TBA
138
Tower Bridge Advisors
Pennsylvania
$14.8M -$49.6K -1,028 -0.3%
CISOA
139
Capital Investment Services of America
Wisconsin
$14.4M -$175K -3,625 -1%
NPPM
140
North Point Portfolio Managers
Ohio
$14.3M -$612K -12,669 -4%
GGI
141
Godsey & Gibb Inc
Virginia
$14M -$394K -8,168 -3%
GG
142
Gofen & Glossberg
Illinois
$13.9M -$197K -4,085 -1%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$13.8M +$138K +2,865 +1%
SAM
144
Sompo Asset Management
Japan
$13.6M -$68.5K -1,420 -0.5%
ACI
145
AMP Capital Investors
Australia
$13.5M -$4.19M -86,894 -24%
PR
146
Payden & Rygel
California
$13.4M +$140K +2,900 +1%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$13.4M -$1.28M -26,446 -9%
Russell Investments Group
148
Russell Investments Group
United Kingdom
$13.2M -$1.87M -38,796 -13%
M&T Bank
149
M&T Bank
New York
$13.1M -$161K -3,325 -1%
PI
150
PineBridge Investments
New York
$12.9M -$11.5M -237,283 -48%

TFC Hedge Fund Activity: Q4 2017 in Review

983 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2017, worth a combined $24.8B — up 1.3% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new TFC positions and 41 closed out — a net gain of 115 holders — while 332 added to existing stakes and 338 trimmed.

The largest buyer was Bank of America, adding an estimated $237M. The largest seller was Capital Research Global Investors, cutting an estimated $1.09B.

  • 983 institutional investors held Truist Financial (TFC) as of Q4 2017, up from 880 in Q3 2017.
  • Funds reported $24.8B of Truist Financial stock for Q4 2017, up 1.3% quarter-over-quarter.
  • 156 funds opened new Truist Financial positions in Q4 2017 and 41 closed out, a net change of +115 holders.
  • The largest Truist Financial buyer in Q4 2017 was Bank of America, an estimated $237M added.
  • The largest Truist Financial seller in Q4 2017 was Capital Research Global Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2017.