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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
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$1.12M +$97.5K +2,593 +10%
LIA
427
LS Investment Advisors
Michigan
$1.11M -$906K -24,076 -45%
KRSITF
428
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M +$119K +3,173 +12%
SGH
429
Schonfeld Group Holdings
New York
$1.1M +$1.09M +29,027 New
PCTC
430
Perkins Coie Trust Company
Washington
$1.07M +$9.37K +249 +0.9%
CC
431
ClearArc Capital
Ohio
$1.07M -$76.5K -2,035 -7%
FSA
432
Franklin Street Advisors
North Carolina
$1.05M -$525K -13,968 -33%
LTFS
433
Ladenburg Thalmann Financial Services
Florida
$1.04M +$37.9K +1,008 +4%
CIM
434
CenturyLink Investment Management
Colorado
$1.04M
CFG
435
Citizens Financial Group
Rhode Island
$1.03M +$1.01M +26,871 New
MC
436
Menta Capital
California
$1.02M +$1.02M +27,100 New
QSS
437
Quantitative Systematic Strategies
Florida
$1.01M +$1M +26,589 New
BMC
438
Benin Management Corp
Connecticut
$1.01M -$15K -400 -1%
TCT
439
TIAA CREF Trust
Missouri
$1.01M +$272K +7,226 +37%
ACM
440
Azimuth Capital Management
Michigan
$992K +$180K +4,775 +22%
AAM
441
Advisors Asset Management
Colorado
$989K +$687K +18,274 +232%
MFS
442
MSI Financial Services
Massachusetts
$987K +$250K +6,643 +34%
CWM
443
Calamos Wealth Management
Illinois
$983K +$978K +26,000 New
AC
444
Allstate Corporation
Illinois
$958K +$65.1K +1,731 +7%
FMW
445
Farr Miller & Washington
District of Columbia
$957K
SHA
446
Smith Hayes Advisers
Nebraska
$926K +$414 +11 +0%
ODCM
447
Old Dominion Capital Management
Virginia
$921K -$56K -1,490 -6%
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$915K +$910K +24,202 New
PRCM
449
Pine River Capital Management
Minnesota
$891K +$41.4K +1,100 +5%
DekaBank Deutsche Girozentrale
450
DekaBank Deutsche Girozentrale
Germany
$890K -$226K -6,005 -21%

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.