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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
ANTB
276
AMG National Trust Bank
Colorado
$3.35M +$2.72M +72,303 +445%
IMOV
277
Investment Management of Virginia
Virginia
$3.34M -$155K -4,127 -4%
Creative Planning
278
Creative Planning
Kansas
$3.31M -$744K -19,784 -18%
MOACM
279
Mutual of America Capital Management
New York
$3.29M +$16.4K +437 +0.5%
WAM
280
World Asset Management
Michigan
$3.23M +$85.7K +2,278 +3%
Zurich Cantonal Bank
281
Zurich Cantonal Bank
Switzerland
$3.21M -$369K -9,800 -10%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$3.2M -$102K -2,700 -3%
CCMINC
283
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.15M -$71.4K -1,897 -2%
NCM
284
Novare Capital Management
North Carolina
$3.15M +$2.17M +57,810 +227%
MCM
285
McMillion Capital Management
North Carolina
$3.14M -$219K -5,825 -7%
CTA
286
Colonial Trust Advisors
South Carolina
$3.13M -$56.4K -1,500 -2%
Brown Advisory
287
Brown Advisory
Maryland
$3.1M +$702K +18,663 +29%
GIA
288
Gateway Investment Advisers
Ohio
$3.1M +$127K +3,377 +4%
CBOA
289
Commonwealth Bank of Australia
Australia
$3.08M -$380K -10,098 -11%
RP
290
Rowlandmiller & Partners
Georgia
$2.99M -$216K -5,755 -7%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$2.96M +$10.2K +270 +0.3%
HW
292
Hancock Whitney
Mississippi
$2.95M -$1.45M -38,417 -33%
UBWV
293
United Bank (West Virginia)
West Virginia
$2.93M +$306K +8,127 +12%
GIM
294
Goelzer Investment Management
Indiana
$2.91M +$196K +5,205 +7%
GH
295
GAM Holding
Switzerland
$2.89M +$103K +2,735 +4%
CAM
296
Capstone Asset Management
Texas
$2.88M +$345K +9,170 +14%
MAM
297
Mizuho Asset Management
Japan
$2.85M +$55.9K +1,487 +2%
OC
298
Oppenheimer & Co
New York
$2.84M +$24.6K +654 +0.9%
1IA
299
1834 Investment Advisors
Wisconsin
$2.84M +$2.83M +75,118 New
LS
300
Livforsakringsbolaget Skandia
Sweden
$2.83M +$229K +6,100 +9%

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.