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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
GAM
251
Griffin Asset Management
New York
$3.94M +$41.6K +1,105 +1%
SCA
252
Stonebridge Capital Advisors
Minnesota
$3.92M +$355K +9,431 +10%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$3.91M +$214K +5,692 +6%
MSA
254
Mason Street Advisors
Wisconsin
$3.85M +$39.4K +1,048 +1%
PIM
255
Penobscot Investment Management
Massachusetts
$3.83M +$152K +4,030 +4%
PLFAM
256
Pineno Levin & Ford Asset Management
Virginia
$3.82M +$7.52K +200 +0.2%
B
257
BP
United Kingdom
$3.78M
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$3.77M
BNP Paribas Asset Management
259
BNP Paribas Asset Management
France
$3.76M +$5.98K +159 +0.2%
Calamos Advisors
260
Calamos Advisors
Illinois
$3.69M +$388K +10,320 +12%
AAF
261
Andra AP-fonden
Sweden
$3.67M -$41.4K -1,100 -1%
MCM
262
Maltese Capital Management
New York
$3.63M +$3.61M +96,000 New
ANI
263
American National Insurance
Texas
$3.61M
VV
264
Verity & Verity
South Carolina
$3.6M +$216K +5,754 +6%
Nomura Asset Management
265
Nomura Asset Management
Japan
$3.59M -$33.9K -900 -0.9%
FT
266
Fiduciary Trust
Massachusetts
$3.53M -$400K -10,643 -10%
I
267
IberiaBank
Louisiana
$3.48M +$376K +10,008 +12%
MA
268
MCF Advisors
Kentucky
$3.48M -$1.24M -32,849 -26%
AAC
269
Asset Advisors Corp
Georgia
$3.46M +$366K +9,720 +12%
TAM
270
Tocqueville Asset Management
New York
$3.45M -$2.82K -75 -0.1%
FAAS
271
First Allied Advisory Services
California
$3.45M +$2.23M +59,314 +194%
O
272
OppenheimerFunds
New York
$3.43M +$972K +25,839 +40%
AIA
273
Arbor Investment Advisors
North Carolina
$3.41M -$20.5K -545 -0.6%
DG
274
Davidson & Garrard
Virginia
$3.38M +$414K +11,018 +14%
PWW
275
Pettyjohn Wood & White
Virginia
$3.35M +$79.7K +2,118 +2%

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.