We are live on ! Find out more
TFC icon

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
FBP
201
Flippin Bruce & Porter
Virginia
$9M -$194K -4,015 -2%
OTPPB
202
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.98M +$149K +3,087 +2%
EA
203
Edge Advisors
Georgia
$8.87M +$18.6K +385 +0.2%
NMIMC
204
Northwestern Mutual Investment Management Company
Wisconsin
$8.86M -$144K -2,977 -2%
FGP
205
Foyston, Gordon, & Payne
Ontario, Canada
$8.84M +$8.58M +177,763 New
RFA
206
Reilly Financial Advisors
California
$8.81M +$8.5M +176,136 +16,279%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$8.7M +$119K +2,457 +1%
LCM
208
Logan Capital Management
Pennsylvania
$8.65M
CIP
209
Chartwell Investment Partners
Pennsylvania
$8.61M -$427K -8,843 -5%
ISL
210
Ingalls & Snyder LLC
New York
$8.48M +$8.24M +170,616 New
CFA
211
Carroll Financial Associates
North Carolina
$8.44M +$189K +3,905 +2%
PIA
212
Piedmont Investment Advisors
North Carolina
$8.42M -$260K -5,387 -3%
KIC
213
Keating Investment Counselors
Florida
$8.39M -$65.2K -1,350 -0.8%
TIAAOA
214
Teachers Insurance & Annuity Association of America
New York
$8.38M
MCM
215
McRae Capital Management
New Jersey
$8.29M -$3.38K -70 -0%
DC
216
Davenport & Co
Virginia
$8.26M -$143K -2,968 -2%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$8.04M +$583K +12,085 +8%
CNAM
218
Campbell Newman Asset Management
Wisconsin
$8.02M -$229K -4,752 -3%
NI
219
Nuance Investments
Missouri
$7.97M +$162K +3,359 +2%
CWM
220
CIBC World Markets
New York
$7.93M +$2.02M +41,833 +36%
RJT
221
Raymond James Trust
Florida
$7.66M +$30.3K +627 +0.4%
Skandinaviska Enskilda Banken (SEB)
222
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.64M +$498K +10,306 +7%
FIAS
223
FinTrust Investment Advisory Services
South Carolina
$7.56M +$2.63M +54,510 +56%
CCM
224
Catawba Capital Management
Virginia
$7.55M -$275K -5,704 -4%
ARTA
225
A.R.T. Advisors
New York
$7.54M +$7.32M +151,700 New

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.