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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
UOC
176
UBS O'Connor
Illinois
$10.4M +$5.31M +110,000 +110%
N
177
Natixis
France
$10.3M +$364K +7,534 +4%
HA
178
Heartland Advisors
Wisconsin
$10.3M +$46K +952 +0.5%
HNB
179
Huntington National Bank
Ohio
$10.2M -$32.1K -665 -0.3%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$10.1M -$762K -15,781 -7%
CTA
181
Chesley Taft & Associates
Illinois
$10.1M +$169K +3,500 +2%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$10.1M -$14.1M -291,505 -59%
SDIC
183
South Dakota Investment Council
South Dakota
$10M -$1.37M -28,360 -12%
KCM
184
Kanawha Capital Management
Virginia
$9.95M +$98.9K +2,049 +1%
MC
185
Martin Currie
United Kingdom
$9.93M +$2.47M +51,098 +34%
NI
186
Numeric Investors
Massachusetts
$9.92M +$3.01M +62,350 +45%
KCP
187
KDI Capital Partners
North Carolina
$9.9M -$1.04M -21,582 -10%
PAS
188
Professional Advisory Services
Florida
$9.8M -$95.1K -1,969 -1%
WT
189
Washington Trust
Rhode Island
$9.66M +$628K +13,007 +7%
RCYC
190
Richard C. Young & Co
Rhode Island
$9.63M +$395K +8,188 +4%
LPL Financial
191
LPL Financial
California
$9.53M +$2.46M +50,959 +36%
BII
192
Bainco International Investors
Massachusetts
$9.44M +$103K +2,142 +1%
CCMD
193
Cypress Capital Management (Delaware)
Delaware
$9.25M -$7.92K -164 -0.1%
CCMH
194
Cornerstone Capital Management Holdings
New York
$9.22M +$608K +12,586 +7%
HIMCH
195
Hartford Investment Management Co (HIMCO)
Connecticut
$9.22M -$826K -17,101 -8%
Creative Planning
196
Creative Planning
Kansas
$9.12M -$656K -13,596 -7%
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$9.12M +$732K +15,171 +9%
Rafferty Asset Management
198
Rafferty Asset Management
New York
$9.04M +$1.78M +36,973 +26%
SCM
199
Stevens Capital Management
Pennsylvania
$9.03M +$499K +10,343 +6%
VV
200
Verity & Verity
South Carolina
$9.02M +$154K +3,191 +2%

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.