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Truist Financial

758 hedge funds and large institutions have $19.2B invested in Truist Financial in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 347 increasing their positions, 228 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 347 | Existing positions reduced: 228

17% more capital invested

Capital invested by funds: $16.4B → $19.2B (+$2.82B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 69

0.64% more ownership

Funds ownership: 64.67%65.31% (+0.64%)

0% less funds holding

Funds holding: 759758 (-1)

1% less call options, than puts

Call options by funds: $102M | Put options by funds: $103M

Holders
758
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.22%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
78
Increased
347
Reduced
228
Closed
69
Calls
$102M
Puts
$103M
Net Calls
-$921K
Net Calls Change
-$39.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
276
Rafferty Asset Management
New York
$3.13M -$509K -14,568 -14%
BCM
277
BlueCrest Capital Management
Jersey
$3.12M +$3.06M +87,571 New
BCCM
278
Bridge Creek Capital Management
Massachusetts
$3.11M +$152K +4,357 +5%
AAF
279
Andra AP-fonden
Sweden
$3.08M -$1.43M -40,900 -32%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$3.03M +$192K +5,482 +7%
CCMINC
281
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.98M -$5.77K -165 -0.2%
BWM
282
Braver Wealth Management
Massachusetts
$2.95M -$5.77K -165 -0.2%
WAM
283
World Asset Management
Michigan
$2.94M +$167K +4,765 +6%
LS
284
Livforsakringsbolaget Skandia
Sweden
$2.93M +$266K +7,600 +10%
AAM
285
Advisors Asset Management
Colorado
$2.93M +$1.28M +36,651 +80%
HCM
286
Highbridge Capital Management
New York
$2.92M +$2.87M +82,000 New
GIM
287
Goelzer Investment Management
Indiana
$2.85M +$32K +915 +1%
LG
288
LaFleur & Godfrey
Michigan
$2.85M +$397K +11,367 +17%
CTA
289
Colonial Trust Advisors
South Carolina
$2.84M -$100K -2,869 -3%
SAM
290
Securian Asset Management
Minnesota
$2.84M +$161K +4,593 +6%
FT
291
Fiduciary Trust
Massachusetts
$2.82M -$893K -25,564 -24%
SMM
292
Stadion Money Management
Georgia
$2.8M +$2.75M +78,644 New
FWCM
293
Ferguson Wellman Capital Management
Oregon
$2.78M -$4.55M -130,274 -63%
OA
294
Outfitter Advisors
Virginia
$2.76M +$22.6K +647 +0.8%
FC
295
FIC Capital
New York
$2.74M +$514K +14,705 +24%
CCFCSB
296
Cape Cod Five Cents Savings Bank
Massachusetts
$2.73M +$573K +16,390 +27%
MAM
297
Mizuho Asset Management
Japan
$2.71M +$806K +23,058 +43%
SM
298
Salzhauer Michael
$2.7M
Natixis Advisors
299
Natixis Advisors
Massachusetts
$2.7M +$86.5K +2,476 +3%
UCFA
300
United Capital Financial Advisors
Texas
$2.69M -$20.6K -589 -0.8%

TFC Hedge Fund Activity: Q2 2016 in Review

758 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2016, worth a combined $19.2B — up 17% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new TFC positions and 69 closed out — a net gain of 9 holders — while 347 added to existing stakes and 228 trimmed.

The largest buyer was Macquarie Group, adding an estimated $745M. The largest seller was Boston Partners, cutting an estimated $288M.

  • 758 institutional investors held Truist Financial (TFC) as of Q2 2016, down from 759 in Q1 2016.
  • Funds reported $19.2B of Truist Financial stock for Q2 2016, up 17% quarter-over-quarter.
  • 78 funds opened new Truist Financial positions in Q2 2016 and 69 closed out, a net change of +9 holders.
  • The largest Truist Financial buyer in Q2 2016 was Macquarie Group, an estimated $745M added.
  • The largest Truist Financial seller in Q2 2016 was Boston Partners, an estimated $288M sold.

Based on aggregated 13F filings for Q2 2016.