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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.64B +$36M +783,673 +1%
BlackRock
2
BlackRock
New York
$2.31B +$68.5M +1,489,531 +3%
State Street
3
State Street
Massachusetts
$1.8B -$8.18M -178,034 -0.5%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.2B -$25.8M -562,229 -2%
Dodge & Cox
5
Dodge & Cox
California
$967M -$4.98M -108,435 -0.5%
Bank of America
6
Bank of America
North Carolina
$867M +$219M +4,764,518 +35%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$784M +$24.9M +541,257 +3%
Macquarie Group
8
Macquarie Group
Australia
$728M -$75.1M -1,633,378 -10%
Northern Trust
9
Northern Trust
Illinois
$562M +$19M +413,263 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$529M +$6.23M +135,459 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$414M +$3.96M +86,200 +1%
BAM
12
Burgundy Asset Management
Ontario, Canada
$393M +$1.25M +27,138 +0.3%
American Century Companies
13
American Century Companies
Missouri
$381M +$41.8M +910,225 +13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$364M +$3.6M +78,377 +1%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$360M -$47.2K -1,027 -0%
T
16
Thomaspartners
Massachusetts
$311M +$6.42M +139,611 +2%
Wells Fargo
17
Wells Fargo
California
$307M +$12.1M +262,290 +4%
Norges Bank
18
Norges Bank
Norway
$285M +$1.18M +25,742 +0.4%
Boston Partners
19
Boston Partners
Massachusetts
$277M -$244K -5,301 -0.1%
BG
20
Bahl & Gaynor
Ohio
$259M +$8M +173,921 +3%
Goldman Sachs
21
Goldman Sachs
New York
$249M -$2.63M -57,164 -1%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$243M +$238M +5,176,224 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$236M +$9.69M +210,807 +4%
Ameriprise
24
Ameriprise
Minnesota
$200M -$26.1M -566,710 -12%
Legal & General Group
25
Legal & General Group
United Kingdom
$191M +$4.61M +100,212 +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.