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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
Truist Financial
26
Truist Financial
North Carolina
$138M -$867K -23,041 -0.6%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$135M +$21M +559,375 +19%
Legal & General Group
28
Legal & General Group
United Kingdom
$130M +$1.78M +47,333 +1%
TCIM
29
TIAA CREF Investment Management
New York
$125M +$12.2M +323,126 +11%
Ameriprise
30
Ameriprise
Minnesota
$120M +$9.54M +253,685 +9%
American Century Companies
31
American Century Companies
Missouri
$117M +$18.3M +485,832 +19%
AIM
32
abrdn Investment Management
United Kingdom
$112M +$12M +320,153 +12%
T
33
Thomaspartners
Massachusetts
$110M +$3.98M +105,751 +4%
BG
34
Bahl & Gaynor
Ohio
$109M +$56.3M +1,497,623 +108%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$106M +$94.4M +2,508,217 +835%
CI
36
Cambiar Investors
Colorado
$105M -$962K -25,579 -0.9%
SO
37
STRS Ohio
Ohio
$100M +$4.93M +131,124 +5%
Deutsche Bank
38
Deutsche Bank
Germany
$98.6M +$56.9M +1,513,587 +138%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$84.9M +$325K +8,635 +0.4%
DRZID
40
DePrince Race & Zollo Inc (DRZ)
Florida
$83.3M -$1.62M -42,980 -2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$81M +$339K +9,007 +0.4%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$79.4M +$2.72M +72,300 +4%
Goldman Sachs
43
Goldman Sachs
New York
$79M +$6.04M +160,573 +8%
Charles Schwab
44
Charles Schwab
California
$78.7M +$2M +53,287 +3%
Franklin Resources
45
Franklin Resources
California
$77.5M -$55.3K -1,469 -0.1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$76M -$1.17M -31,000 -2%
UBS AM
47
UBS AM
Illinois
$73.1M -$14.2M -377,817 -16%
BlackRock
48
BlackRock
New York
$71.5M -$392K -10,429 -0.5%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$71M +$10.7M +283,630 +18%
Morgan Stanley
50
Morgan Stanley
New York
$69.5M +$115K +3,047 +0.2%

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.