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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
TMAM
451
Tokio Marine Asset Management
Japan
$890K -$128K -3,390 -13%
V
452
Veritable
Delaware
$888K +$67.2K +1,786 +8%
CL
453
CPWM LLC
Washington
$888K +$90.4K +2,402 +9%
MWAC
454
Mariner Wealth Advisors (Cincinnati)
Ohio
$875K +$870K +23,139 New
CCT
455
Capital City Trust
Florida
$864K -$573K -15,240 -40%
SCM
456
Southport Capital Management
Tennessee
$859K +$32.4K +860 +4%
TTWM
457
TCV Trust & Wealth Management
Virginia
$854K -$3.76K -100 -0.4%
OMCS
458
Old Mutual Customised Solutions
South Africa
$851K
QCMC
459
Quantum Capital Management (California)
California
$848K -$64K -1,702 -7%
GJIC
460
Gamble Jones Investment Counsel
California
$814K
CI
461
Conning Inc
Connecticut
$807K -$71K -1,887 -8%
NI
462
Nuance Investments
Missouri
$807K +$32.2K +856 +4%
NBC
463
Neuberger Berman Canada
Ontario, Canada
$804K +$800K +21,262 New
SLF
464
Sun Life Financial
Ontario, Canada
$793K -$255K -6,791 -24%
CCM
465
Cullen Capital Management
New York
$788K
Federated Hermes
466
Federated Hermes
Pennsylvania
$780K -$11.6M -307,385 -94%
AB
467
Amalgamated Bank
New York
$771K -$233K -6,206 -23%
OCG
468
Opus Capital Group
Ohio
$757K +$242K +6,435 +47%
HBWM
469
Hollow Brook Wealth Management
New York
$749K -$120K -3,184 -14%
CIA
470
Capital Investment Advisors
Georgia
$746K -$196K -5,199 -21%
GI
471
GAMCO Investors
Connecticut
$737K
WA
472
Wheatland Advisors
Pennsylvania
$737K
SYBT
473
Stock Yards Bank & Trust
Kentucky
$726K -$45.6K -1,213 -6%
TFA
474
Toth Financial Advisory
Virginia
$723K +$129K +3,424 +22%
Teacher Retirement System of Texas
475
Teacher Retirement System of Texas
Texas
$718K -$856K -22,744 -54%

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.