Truist Financial
675 hedge funds and large institutions have $16.2B invested in Truist Financial in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 254 increasing their positions, 263 reducing their positions, and 42 closing their positions.
53% more call options, than puts
Call options by funds: $120M | Put options by funds: $78.2M
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
0.52% more ownership
Funds ownership: 60.23% → 60.75% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1% less funds holding
Funds holding: 679 → 675 (-4)
3% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 263
5% less capital invested
Capital invested by funds: $17.1B → $16.2B (-$803M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$233M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$61M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$59.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$58.8M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$35.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$80.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$76.4M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$47.9M |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
-$43.2M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$40.4M |
TFC Hedge Fund Activity: Q3 2014 in Review
675 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2014, worth a combined $16.2B — down 4.7% from $17.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new TFC positions and 42 closed out — a net gain of 3 holders — while 254 added to existing stakes and 263 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $233M. The largest seller was Capital International Investors, cutting an estimated $80.1M.
- 675 institutional investors held Truist Financial (TFC) as of Q3 2014, down from 679 in Q2 2014.
- Funds reported $16.2B of Truist Financial stock for Q3 2014, down 4.7% quarter-over-quarter.
- 45 funds opened new Truist Financial positions in Q3 2014 and 42 closed out, a net change of +3 holders.
- The largest Truist Financial buyer in Q3 2014 was JP Morgan Chase, an estimated $233M added.
- The largest Truist Financial seller in Q3 2014 was Capital International Investors, an estimated $80.1M sold.
Based on aggregated 13F filings for Q3 2014.