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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
LC
151
Lakeshore Capital
Alabama
$10.2M -$36.8K -1,053 -0.3%
BP
152
Banyan Partners
Florida
$10M +$1.91M +54,599 +22%
AIG
153
American International Group
New York
$10M +$153K +4,387 +2%
NPPM
154
North Point Portfolio Managers
Ohio
$9.99M -$19.3K -554 -0.2%
IRF
155
IBM Retirement Fund
New York
$9.79M -$1.5M -42,942 -13%
CISOA
156
Capital Investment Services of America
Wisconsin
$9.75M +$67.2K +1,925 +0.7%
HCM
157
Highbridge Capital Management
New York
$9.7M +$10M +287,392 New
SOMRS
158
State of Michigan Retirement System
Michigan
$9.66M +$45.4K +1,300 +0.5%
BGIM
159
Brandywine Global Investment Management
Pennsylvania
$9.6M +$9.94M +284,540 New
NAM
160
NTV Asset Management
West Virginia
$9.47M +$282K +8,086 +3%
Neuberger Berman Group
161
Neuberger Berman Group
New York
$9.36M +$1.34M +38,300 +16%
US Bancorp
162
US Bancorp
Minnesota
$9.35M +$17.5K +500 +0.2%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$9.32M +$1.98M +56,800 +26%
HighTower Advisors
164
HighTower Advisors
Illinois
$9.24M +$56.7K +1,623 +0.6%
AAF
165
Andra AP-fonden
Sweden
$9.21M -$527K -15,100 -5%
CA
166
Cullinan Associates
Kentucky
$9.06M +$2.56M +73,261 +38%
WI
167
WBI Investments
New Jersey
$9.06M +$9.37M +268,334 New
FWCM
168
Ferguson Wellman Capital Management
Oregon
$9.03M +$9.12M +261,142 +4,119%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$8.95M -$609K -17,447 -6%
Aviva
170
Aviva
United Kingdom
$8.91M +$2.04M +58,505 +28%
BMCMI
171
Bryn Mawr Capital Management Inc
Pennsylvania
$8.63M +$5.03M +144,153 +129%
WT
172
Wilmington Trust
Delaware
$8.38M +$828K +23,723 +11%
NG
173
NatWest Group
United Kingdom
$8.2M +$373K +10,683 +5%
TSU
174
TD Securities (USA)
New York
$8.13M +$60.7K +1,738 +0.7%
PI
175
Putnam Investments
Massachusetts
$8.13M -$1.35M -38,676 -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.