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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
TU
401
TDAM USA
Ontario, Canada
$1.39M -$22.6K -602 -2%
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$1.38M +$5.94K +158 +0.4%
GT
403
Glenview Trust
Kentucky
$1.36M +$1.35M +36,004 New
GIA
404
GHP Investment Advisors
Colorado
$1.35M -$38.9K -1,034 -3%
BBHC
405
Brown Brothers Harriman & Co
New York
$1.34M -$1.13M -30,089 -46%
ACP
406
Arcus Capital Partners
Georgia
$1.33M +$1.33M +35,311 New
CG
407
Clinton Group
New York
$1.33M +$1.32M +35,117 New
BHC
408
Bowen Hanes & Co
Florida
$1.31M
MERSOM
409
Municipal Employees' Retirement System of Michigan
Michigan
$1.3M +$6.77K +180 +0.5%
Robeco Institutional Asset Management
410
Robeco Institutional Asset Management
Netherlands
$1.29M -$22.6M -600,182 -95%
JWM
411
Jackson Wealth Management
Florida
$1.28M +$1.38M +36,627 New
QIM
412
Quantitative Investment Management
Virginia
$1.28M +$843K +22,400 +196%
PFS
413
Physicians Financial Services
North Carolina
$1.27M +$1.26M +33,608 New
SF
414
Synovus Financial
Georgia
$1.25M +$16K +426 +1%
BMM
415
Buffington Mohr McNeal
Idaho
$1.25M +$980K +26,040 +377%
Victory Capital Management
416
Victory Capital Management
Texas
$1.23M +$415K +11,028 +51%
CAN
417
Cetera Advisor Networks
California
$1.23M -$56.9K -1,512 -4%
FP
418
FDO Partners
Massachusetts
$1.18M +$1.17M +31,178 New
EIA
419
Edgemoor Investment Advisors
Maryland
$1.17M +$120K +3,200 +12%
PA
420
Profund Advisors
Maryland
$1.17M +$254K +6,749 +28%
HIC
421
Holderness Investments Company
North Carolina
$1.16M -$12.2K -323 -1%
AMIM
422
Aull & Monroe Investment Management
Alabama
$1.16M
SC
423
SouthState Corp
Florida
$1.14M +$143K +3,794 +14%
CI
424
Capital International
California
$1.13M
ZIC
425
ZWJ Investment Counsel
Georgia
$1.13M -$61.2K -1,626 -5%

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.