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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$26.3M +751,859 +2%
State Street
2
State Street
Massachusetts
$1.07B -$906K -25,930 -0.1%
BIT
3
BlackRock Institutional Trust
California
$630M -$3.22M -92,290 -0.5%
Dodge & Cox
4
Dodge & Cox
California
$608M -$22.4M -641,617 -3%
LP
5
Longview Partners
Guernsey
$491M -$12.7M -362,850 -2%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$474M +$6.66M +190,853 +1%
IC
7
Institutional Capital
Illinois
$425M +$60.5M +1,732,082 +16%
Boston Partners
8
Boston Partners
Massachusetts
$400M +$6.74M +193,123 +2%
Invesco
9
Invesco
Georgia
$331M +$4.6M +131,720 +1%
Northern Trust
10
Northern Trust
Illinois
$308M -$11M -315,878 -3%
BFA
11
BlackRock Fund Advisors
California
$306M +$15.1M +432,966 +5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$270M +$6.69M +191,655 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$266M -$28.7M -821,430 -9%
BG
14
BlackRock Group
United Kingdom
$233M +$56.1M +1,607,814 +30%
TCIM
15
TIAA CREF Investment Management
New York
$198M +$13.3M +380,736 +7%
JP Morgan Chase
16
JP Morgan Chase
New York
$196M -$57.6M -1,648,404 -22%
Capital Research Global Investors
17
Capital Research Global Investors
California
$169M +$52.4M +1,500,000 +43%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$164M +$7.3M +208,952 +4%
Truist Financial
19
Truist Financial
North Carolina
$149M -$778K -22,287 -0.5%
Norges Bank
20
Norges Bank
Norway
$133M -$11.4M -325,139 -8%
MAM
21
Marketfield Asset Management
New York
$132M +$29.2M +835,875 +27%
IG
22
ING Group
Netherlands
$116M +$10.4M +298,391 +9%
Legal & General Group
23
Legal & General Group
United Kingdom
$108M +$1.81M +51,819 +2%
Wells Fargo
24
Wells Fargo
California
$106M +$10.6M +304,065 +11%
AAMU
25
Amundi Asset Management US
Massachusetts
$106M +$109M +3,131,046 New

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.