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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
B
351
BancorpSouth
Mississippi
$2.04M +$820K +21,791 +68%
CGT
352
Capital Guardian Trust
California
$2.04M
CICI
353
Capital Investment Counsel Inc
North Carolina
$2.02M -$72.9K -1,937 -4%
SNT
354
Security National Trust
West Virginia
$2.01M -$49K -1,303 -2%
Handelsbanken Fonder
355
Handelsbanken Fonder
Sweden
$2.01M +$2M +53,083 New
MNA
356
Manning & Napier Advisors
New York
$2M -$104K -2,759 -5%
WIC
357
Woodmont Investment Counsel
Tennessee
$2M -$43.3K -1,150 -2%
CCFCSB
358
Cape Cod Five Cents Savings Bank
Massachusetts
$1.99M +$155K +4,114 +8%
CA
359
Cetera Advisors
Colorado
$1.99M +$1.98M +52,504 New
LG
360
LaFleur & Godfrey
Michigan
$1.98M +$1.07M +28,467 +119%
SWM
361
SVA Wealth Management
Wisconsin
$1.97M +$402K +10,697 +26%
PRA
362
Parametric Risk Advisors
Connecticut
$1.93M
AF
363
Arrow Financial
New York
$1.91M +$1.88M +50,090 +10,285%
SFSG
364
Stearns Financial Services Group
North Carolina
$1.9M +$184K +4,904 +11%
KCA
365
KR Capital Advisors
New York
$1.89M -$3.15M -83,660 -63%
CD
366
Carl Domino
Florida
$1.89M -$153K -4,070 -8%
SI
367
Stephens Inc
Arkansas
$1.88M -$705K -18,747 -27%
OI
368
Oakbrook Investments
Illinois
$1.86M +$1.85M +49,150 New
RCM
369
Riverhead Capital Management
Delaware
$1.85M -$1.41M -37,382 -43%
CHC
370
City Holding Co
West Virginia
$1.83M -$288K -7,657 -14%
NB
371
Norinchukin Bank
Japan
$1.83M -$331K -8,792 -15%
CA
372
Commerzbank Aktiengesellschaft
Germany
$1.83M +$991K +26,338 +120%
CC
373
Curian Capital
Colorado
$1.82M -$3.65M -96,930 -67%
BO
374
Bank OZK
Arkansas
$1.82M -$14.7K -390 -0.8%
TAF
375
Tredje AP-fonden
Sweden
$1.82M +$44.3K +1,178 +3%

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.