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Truist Financial

679 hedge funds and large institutions have $17.1B invested in Truist Financial in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 259 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $118M | Put options by funds: $85.8M

2% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 43

1% less funds holding

Funds holding: 683679 (-4)

0.63% less ownership

Funds ownership: 60.86%60.23% (-0.63%)

1% less capital invested

Capital invested by funds: $17.4B → $17.1B (-$251M)

2% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 259

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
679
Holders Change
-4
Holders Change %
-0.59%
% of All Funds
19.52%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
44
Increased
253
Reduced
259
Closed
43
Calls
$118M
Puts
$85.8M
Net Calls
+$31.9M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B +$42.9M +1,119,562 +3%
State Street
2
State Street
Massachusetts
$1.25B +$12.2M +318,594 +1%
BIT
3
BlackRock Institutional Trust
California
$731M +$13.9M +361,799 +2%
Dodge & Cox
4
Dodge & Cox
California
$675M -$23M -598,810 -3%
Boston Partners
5
Boston Partners
Massachusetts
$604M +$39.5M +1,030,181 +7%
LP
6
Longview Partners
Guernsey
$595M -$13.6M -354,006 -2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$576M
First Eagle Investment Management
8
First Eagle Investment Management
New York
$566M +$4.99M +130,211 +0.9%
Macquarie Group
9
Macquarie Group
Australia
$438M +$47.7M +1,244,626 +13%
Invesco
10
Invesco
Georgia
$418M -$39.8M -1,037,480 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$400M +$107M +2,782,760 +38%
BFA
12
BlackRock Fund Advisors
California
$375M +$8.88M +231,685 +2%
Northern Trust
13
Northern Trust
Illinois
$365M +$15.7M +408,809 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$313M +$13.6M +354,585 +5%
Norges Bank
15
Norges Bank
Norway
$302M +$157M +4,099,592 +115%
BAM
16
Burgundy Asset Management
Ontario, Canada
$250M +$20.6M +537,176 +9%
BG
17
BlackRock Group
United Kingdom
$223M +$11M +287,041 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$207M +$805K +20,998 +0.4%
Capital International Investors
19
Capital International Investors
California
$207M -$9.63M -251,086 -5%
Ameriprise
20
Ameriprise
Minnesota
$205M -$21.3M -555,232 -10%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$195M -$28.7M -748,140 -13%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$188M -$53.3M -1,390,255 -23%
LSV Asset Management
23
LSV Asset Management
Illinois
$183M +$410K +10,700 +0.2%
AAMU
24
Amundi Asset Management US
Massachusetts
$126M -$36.2M -943,952 -23%
Truist Financial
25
Truist Financial
North Carolina
$125M +$1.62M +42,186 +1%

TFC Hedge Fund Activity: Q2 2014 in Review

679 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2014, worth a combined $17.1B — down 1.4% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TFC positions and 43 closed out — a net gain of 1 holder — while 253 added to existing stakes and 259 trimmed.

The largest buyer was Norges Bank, adding an estimated $157M. The largest seller was Marketfield Asset Management, exiting entirely with an estimated $233M sold.

  • 679 institutional investors held Truist Financial (TFC) as of Q2 2014, down from 683 in Q1 2014.
  • Funds reported $17.1B of Truist Financial stock for Q2 2014, down 1.4% quarter-over-quarter.
  • 44 funds opened new Truist Financial positions in Q2 2014 and 43 closed out, a net change of +1 holder.
  • The largest Truist Financial buyer in Q2 2014 was Norges Bank, an estimated $157M added.
  • The largest Truist Financial seller in Q2 2014 was Marketfield Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2014.