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Truist Financial

761 hedge funds and large institutions have $20.4B invested in Truist Financial in 2015 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 306 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $131M | Put options by funds: $88.1M

21% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 67

20% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 256

8% more capital invested

Capital invested by funds: $18.9B → $20.4B (+$1.49B)

1% more funds holding

Funds holding: 753761 (+8)

0.97% more ownership

Funds ownership: 62.34%63.31% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
761
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
19.96%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
81
Increased
306
Reduced
256
Closed
67
Calls
$131M
Puts
$88.1M
Net Calls
+$42.7M
Net Calls Change
-$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DILH
226
Dai-ichi Life Holdings
Japan
$5M
LPL Financial
227
LPL Financial
California
$5M -$682K -18,140 -12%
LG
228
Leuthold Group
Minnesota
$4.97M +$4.94M +131,368 New
PA
229
Pinnacle Associates
New York
$4.94M +$62.2K +1,653 +1%
ZIG
230
Zurich Insurance Group
Switzerland
$4.88M +$3.22M +85,610 +197%
AC
231
AFAM Capital
Texas
$4.85M -$6.96K -185 -0.1%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$4.81M -$1.74M -46,127 -27%
ABC
233
Associated Banc-Corp
Wisconsin
$4.72M +$23.1K +613 +0.5%
GCA
234
Greenwood Capital Associates
South Carolina
$4.67M +$2.29M +60,921 +97%
D.E. Shaw & Co
235
D.E. Shaw & Co
New York
$4.57M +$4.55M +120,832 New
SBWIC
236
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.48M -$20.7K -550 -0.5%
MA
237
MUFG Americas
New York
$4.47M -$653K -17,367 -13%
NRS
238
Neville Rodie & Shaw
New York
$4.47M -$177K -4,700 -4%
TIAAOA
239
Teachers Insurance & Annuity Association of America
New York
$4.47M
FWIA
240
Fort Washington Investment Advisors
Ohio
$4.42M
RJT
241
Raymond James Trust
Florida
$4.41M +$3.02M +80,338 +222%
GHA
242
GW Henssler & Associates
Georgia
$4.3M -$2.44M -64,979 -36%
FBP
243
Flippin Bruce & Porter
Virginia
$4.16M +$199K +5,300 +5%
HAI
244
Hennessy Advisors Inc
California
$4.16M +$1.32M +35,000 +47%
LA
245
Leonetti & Associates
Illinois
$4.13M -$1.1M -29,200 -21%
CDH
246
Charles D. Hyman
$4.1M +$229K +6,075 +6%
WSFS
247
Wilmington Savings Fund Society
Delaware
$4.07M +$3.44M +91,397 +564%
PP
248
Palladium Partners
Virginia
$4.01M -$77.9K -2,071 -2%
MIS
249
Morningstar Investment Services
Illinois
$4.01M +$824K +21,903 +26%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$3.96M -$497K -13,200 -11%

TFC Hedge Fund Activity: Q4 2015 in Review

761 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2015, worth a combined $20.4B — up 7.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new TFC positions and 67 closed out — a net gain of 14 holders — while 306 added to existing stakes and 256 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $279M. The largest seller was Capital Research Global Investors, cutting an estimated $265M.

  • 761 institutional investors held Truist Financial (TFC) as of Q4 2015, up from 753 in Q3 2015.
  • Funds reported $20.4B of Truist Financial stock for Q4 2015, up 7.9% quarter-over-quarter.
  • 81 funds opened new Truist Financial positions in Q4 2015 and 67 closed out, a net change of +14 holders.
  • The largest Truist Financial buyer in Q4 2015 was Massachusetts Financial Services, an estimated $279M added.
  • The largest Truist Financial seller in Q4 2015 was Capital Research Global Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2015.