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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
BIP
201
Brandes Investment Partners
California
$6.02M +$64.8K +1,857 +1%
OTPPB
202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.93M +$291K +8,335 +5%
KIC
203
Keating Investment Counselors
Florida
$5.83M -$120K -3,425 -2%
TCM
204
Tran Capital Management
California
$5.83M -$715K -20,488 -11%
FNBOO
205
First National Bank of Omaha
Nebraska
$5.81M -$423K -12,104 -7%
KCM
206
Kanawha Capital Management
Virginia
$5.8M +$250K +7,150 +4%
ZAM
207
Zenit Asset Management
Sweden
$5.74M +$5.94M +170,000 New
CCM
208
Catawba Capital Management
Virginia
$5.68M +$92.3K +2,643 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
209
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.64M -$513K -14,700 -8%
Royal London Asset Management
210
Royal London Asset Management
United Kingdom
$5.59M +$88.2K +2,527 +2%
WTNA
211
Wilmington Trust National Association
Delaware
$5.55M +$719K +20,576 +14%
TAM
212
Tocqueville Asset Management
New York
$5.52M +$1.62M +46,340 +40%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$5.48M +$3.16M +90,586 +126%
FT
214
Fiduciary Trust
Massachusetts
$5.47M -$296K -8,490 -5%
Asset Management One
215
Asset Management One
Japan
$5.4M -$484K -13,869 -8%
LTI
216
Laffer Tengler Investments
Tennessee
$5.16M
FBNAT
217
FirstMerit Bank N.A. Trustee
Ohio
$5.14M +$725K +20,765 +16%
OI
218
Oakbrook Investments
Illinois
$4.98M -$113K -3,250 -2%
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$4.86M -$287K -8,229 -5%
COPPSERS
220
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.85M +$30.5K +872 +0.6%
AC
221
AFAM Capital
Texas
$4.85M +$10.9K +312 +0.2%
AG
222
Aperio Group
California
$4.83M +$684K +19,598 +16%
FCAM
223
F&C Asset Management
United Kingdom
$4.81M -$1.94M -55,549 -28%
BNP Paribas Asset Management
224
BNP Paribas Asset Management
France
$4.73M +$964K +27,600 +24%
DILH
225
Dai-ichi Life Holdings
Japan
$4.67M -$575K -16,467 -11%

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.