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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
CFB
401
Cullen/Frost Bankers
Texas
$1.33M +$16.2K +463 +1%
PFS
402
Physicians Financial Services
North Carolina
$1.31M -$85.1K -2,436 -6%
JWM
403
Jackson Wealth Management
Florida
$1.3M
CS
404
Candriam SCA
Luxembourg
$1.3M +$302K +8,641 +31%
CBN
405
Cadence Bank NA
Texas
$1.3M +$1.27M +36,390 New
AG
406
Advisor Group
Arizona
$1.26M +$1.24M +35,525 New
BBHC
407
Brown Brothers Harriman & Co
New York
$1.26M +$243K +6,968 +25%
WSTAM
408
Wilbanks Smith & Thomas Asset Management
Virginia
$1.24M -$4.89K -140 -0.4%
SF
409
Synovus Financial
Georgia
$1.24M +$85.2K +2,438 +8%
Robeco Institutional Asset Management
410
Robeco Institutional Asset Management
Netherlands
$1.22M
SA
411
Strategic Advisors
New York
$1.21M +$1.18M +33,875 New
CT
412
Coastline Trust
Rhode Island
$1.2M +$130K +3,730 +12%
VIA
413
Vantage Investment Advisors
Pennsylvania
$1.2M +$1.16M +33,205 +5,443%
PSUF
414
People's United Financial
Connecticut
$1.19M -$317K -9,080 -21%
William Blair & Company
415
William Blair & Company
Illinois
$1.19M -$158K -4,512 -12%
KRSITF
416
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.18M -$75.9K -2,172 -6%
BAC
417
Boys Arnold & Co
North Carolina
$1.18M +$365K +10,447 +46%
GHA
418
GW Henssler & Associates
Georgia
$1.14M -$793K -22,702 -42%
CAN
419
Cetera Advisor Networks
California
$1.12M +$36K +1,029 +3%
LIA
420
LS Investment Advisors
Michigan
$1.12M +$44.6K +1,275 +4%
NMIMC
421
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M +$53K +1,517 +5%
RMCM
422
Reynders McVeigh Capital Management
Massachusetts
$1.1M -$1.75K -50 -0.2%
BW
423
Bison Wealth
Georgia
$1.1M -$5.45K -156 -0.5%
HIC
424
Holderness Investments Company
North Carolina
$1.1M -$40.8K -1,168 -4%
RWM
425
RKL Wealth Management
Pennsylvania
$1.1M +$1.07M +30,662 New

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.