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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
SAM
301
Securian Asset Management
Minnesota
$2.82M +$58.1K +1,544 +2%
BCCM
302
Bridge Creek Capital Management
Massachusetts
$2.82M +$2.81M +74,573 New
DHFB
303
Dixon Hubard Feinour & Brown
Virginia
$2.81M -$10.2K -270 -0.4%
CIM
304
Calvert Investment Management
Maryland
$2.79M +$1.04M +27,604 +60%
Asset Management One
305
Asset Management One
Japan
$2.75M
SM
306
Salzhauer Michael
$2.75M -$133K -3,537 -5%
Natixis Advisors
307
Natixis Advisors
Massachusetts
$2.74M +$384K +10,204 +16%
UCFA
308
United Capital Financial Advisors
Texas
$2.73M -$572K -15,197 -17%
DC
309
Deere & Company
Illinois
$2.72M +$925K +24,583 +52%
FHAM
310
Folger Hill Asset Management
New York
$2.69M +$2.68M +71,198 New
CIM
311
Cetera Investment Management
California
$2.69M +$2.64M +70,068 New
Toronto Dominion Bank
312
Toronto Dominion Bank
Ontario, Canada
$2.69M -$55.6K -1,479 -2%
Rafferty Asset Management
313
Rafferty Asset Management
New York
$2.62M -$199K -5,284 -7%
AT
314
Arden Trust
Delaware
$2.62M +$178K +4,728 +7%
RWA
315
River Wealth Advisors
Pennsylvania
$2.62M +$255K +6,778 +11%
BCA
316
Bray Capital Advisors
Florida
$2.6M +$50.6K +1,345 +2%
RCM
317
RNC Capital Management
California
$2.53M +$15K +400 +0.6%
11A
318
10-15 Associates
New York
$2.47M +$2.45M +65,227 New
HPC
319
HM Payson & Co
Maine
$2.46M -$16.1K -428 -0.7%
DA
320
Denali Advisors
California
$2.42M -$45.1K -1,200 -2%
FC
321
FIC Capital
New York
$2.37M -$13.7K -365 -0.6%
MCM
322
Maryland Capital Management
Maryland
$2.36M -$10.7K -285 -0.5%
HA
323
Hamel Associates
New Jersey
$2.32M +$504K +13,385 +28%
AUB
324
Atlantic Union Bankshares
Virginia
$2.32M +$119K +3,168 +5%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$2.31M +$1.02M +27,006 +79%

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.