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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
LCM
201
Logan Capital Management
Pennsylvania
$8.17M
CCMH
202
Cornerstone Capital Management Holdings
New York
$8.12M -$100K -2,175 -1%
Envestnet Asset Management
203
Envestnet Asset Management
Illinois
$8.1M -$1.08M -23,598 -12%
SCM
204
Stevens Capital Management
Pennsylvania
$8.04M +$7.87M +171,236 New
KIC
205
Keating Investment Counselors
Florida
$7.99M -$39.1K -850 -0.5%
BTS
206
BB&T Securities
Virginia
$7.95M -$402K -8,746 -5%
DC
207
Davenport & Co
Virginia
$7.94M +$40.7K +885 +0.5%
TIAAOA
208
Teachers Insurance & Annuity Association of America
New York
$7.92M +$29.4K +640 +0.4%
CFA
209
Carroll Financial Associates
North Carolina
$7.9M -$54.7K -1,189 -0.7%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$7.89M +$1.2M +26,154 +18%
MCM
211
McRae Capital Management
New Jersey
$7.83M -$57.3K -1,247 -0.7%
CNAM
212
Campbell Newman Asset Management
Wisconsin
$7.79M -$395K -8,602 -5%
Bank of Nova Scotia
213
Bank of Nova Scotia
Ontario, Canada
$7.43M -$5.78M -125,805 -44%
MIS
214
Morningstar Investment Services
Illinois
$7.42M +$558K +12,148 +8%
CCM
215
Catawba Capital Management
Virginia
$7.4M -$88.3K -1,921 -1%
NI
216
Nuance Investments
Missouri
$7.37M +$982K +21,352 +16%
MNA
217
Manning & Napier Advisors
New York
$7.29M +$228K +4,954 +3%
CDH
218
Charles D. Hyman
$7.21M -$280K -6,100 -4%
RJT
219
Raymond James Trust
Florida
$7.2M -$40K -870 -0.6%
PSUF
220
People's United Financial
Connecticut
$7.08M +$421K +9,150 +6%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$7.08M +$537K +11,692 +8%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$7.03M +$89.6K +1,950 +1%
ELI
223
Empire Life Investments
Ontario, Canada
$7M -$2.82M -61,448 -29%
NEI
224
Northwest & Ethical Investments
Ontario, Canada
$6.99M +$418K +9,090 +6%
MC
225
Martin Currie
United Kingdom
$6.98M +$179K +3,900 +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.