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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.78B -$20.8M -430,243 -0.8%
BlackRock
2
BlackRock
New York
$2.43B -$20.6M -425,961 -0.9%
State Street
3
State Street
Massachusetts
$1.93B +$20.7M +429,015 +1%
Bank of America
4
Bank of America
North Carolina
$1.16B +$237M +4,914,821 +27%
Dodge & Cox
5
Dodge & Cox
California
$987M -$36.9M -764,546 -4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$828M -$2.06M -42,664 -0.3%
Macquarie Group
7
Macquarie Group
Australia
$732M -$38.2M -790,506 -5%
Northern Trust
8
Northern Trust
Illinois
$575M -$20.3M -420,780 -4%
JP Morgan Chase
9
JP Morgan Chase
New York
$482M -$83.2M -1,723,167 -15%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$482M +$41.6M +860,902 +10%
BAM
11
Burgundy Asset Management
Ontario, Canada
$418M +$1.17M +24,175 +0.3%
American Century Companies
12
American Century Companies
Missouri
$414M +$9.74M +201,669 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$388M +$2.5M +51,728 +0.7%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$371M -$9.84M -203,910 -3%
Norges Bank
15
Norges Bank
Norway
$347M +$43.8M +907,365 +15%
T
16
Thomaspartners
Massachusetts
$336M +$5.97M +123,728 +2%
Wells Fargo
17
Wells Fargo
California
$323M -$1.64M -33,903 -0.5%
Boston Partners
18
Boston Partners
Massachusetts
$296M +$2.69M +55,665 +0.9%
BG
19
Bahl & Gaynor
Ohio
$273M -$1.65M -34,246 -0.6%
Goldman Sachs
20
Goldman Sachs
New York
$251M -$12.3M -254,027 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$245M -$4.24M -87,753 -2%
Ameriprise
22
Ameriprise
Minnesota
$205M -$6.15M -127,466 -3%
Jennison Associates
23
Jennison Associates
New York
$201M +$20.1M +416,849 +12%
Legal & General Group
24
Legal & General Group
United Kingdom
$197M -$5.11M -105,949 -3%
Morgan Stanley
25
Morgan Stanley
New York
$178M +$44M +912,398 +34%

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.