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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
HPBT
326
High Point Bank & Trust
North Carolina
$2.3M -$149K -3,969 -6%
BAC
327
Boys Arnold & Co
North Carolina
$2.28M +$1.13M +29,983 +99%
CWP
328
Capital Wealth Planning
Florida
$2.27M -$560K -14,884 -20%
KeyBank National Association
329
KeyBank National Association
Ohio
$2.27M +$1.63M +43,223 +259%
WWM
330
Willingdon Wealth Management
North Carolina
$2.25M +$78K +2,074 +4%
EB
331
Eastern Bank
Massachusetts
$2.24M +$2.23M +59,330 New
KRS
332
Kentucky Retirement Systems
Kentucky
$2.24M +$217K +5,762 +11%
SFS
333
Strategic Financial Services
New York
$2.23M +$2.22M +58,885 New
PAM
334
Panagora Asset Management
Massachusetts
$2.21M -$39.6K -1,053 -2%
FNT
335
First National Trust
Pennsylvania
$2.18M +$273K +7,254 +14%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$2.18M -$73.4K -1,951 -3%
DL
337
Delta Lloyd
Netherlands
$2.18M +$155K +4,118 +8%
SIM
338
Sentry Investment Management
Wisconsin
$2.16M +$873K +23,205 +68%
ICOA
339
Investment Centers of America
North Dakota
$2.15M +$1.32K +35 +0.1%
SSWM
340
Smith Salley Wealth Management
North Carolina
$2.15M -$5.04K -134 -0.2%
OA
341
Outfitter Advisors
Virginia
$2.13M +$75.2K +2,000 +4%
SLG
342
Stanley-Laman Group
Pennsylvania
$2.13M +$846K +22,486 +67%
ECM
343
ETrade Capital Management
Virginia
$2.12M +$24.2K +643 +1%
NLI
344
Nippon Life Insurance
Japan
$2.11M -$120K -3,189 -5%
IA
345
IFP Advisors
Florida
$2.1M +$2.09M +55,554 New
MA
346
Montag & Associates
Georgia
$2.07M +$545K +14,480 +36%
VAM
347
Verity Asset Management
North Carolina
$2.07M -$20.3K -539 -1%
LSERS
348
Louisiana State Employees Retirement System
Louisiana
$2.06M -$86.5K -2,300 -4%
GL
349
GLG LLC
New York
$2.05M -$1.31M -34,763 -39%
TG
350
TCW Group
California
$2.04M +$24.5K +650 +1%

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.