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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
LSV Asset Management
26
LSV Asset Management
Illinois
$144M -$1.95M -55,905 -1%
TCIM
27
TIAA CREF Investment Management
New York
$139M -$6.01M -172,115 -4%
Truist Financial
28
Truist Financial
North Carolina
$138M +$6.45M +184,704 +5%
BG
29
Bahl & Gaynor
Ohio
$138M +$30.9M +885,630 +30%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$134M -$2.39M -68,513 -2%
Legal & General Group
31
Legal & General Group
United Kingdom
$134M +$11.4M +326,302 +10%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$121M +$171K +4,900 +0.1%
T
33
Thomaspartners
Massachusetts
$118M +$9.62M +275,399 +9%
Goldman Sachs
34
Goldman Sachs
New York
$118M +$21.6M +618,738 +23%
AIM
35
abrdn Investment Management
United Kingdom
$106M +$950K +27,179 +0.9%
Franklin Resources
36
Franklin Resources
California
$90.9M +$1.01M +28,810 +1%
Charles Schwab
37
Charles Schwab
California
$83.8M +$7M +200,245 +9%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$83.6M +$726K +20,785 +0.9%
CI
39
Cambiar Investors
Colorado
$81.9M -$3.39M -97,136 -4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$80.6M +$2.7M +77,369 +4%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$76M +$225K +6,443 +0.3%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$75.3M +$5.45M +156,038 +8%
Renaissance Technologies
43
Renaissance Technologies
New York
$72.7M +$49.9M +1,427,654 +233%
RRAM
44
River Road Asset Management
Kentucky
$72.5M -$20.1M -573,929 -22%
Morgan Stanley
45
Morgan Stanley
New York
$71.8M +$2.63M +75,331 +4%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$71M +$55.6M +1,592,500 +398%
UBS AM
47
UBS AM
Illinois
$70.9M +$2.98M +85,304 +4%
SO
48
STRS Ohio
Ohio
$66.1M -$25.8M -737,113 -28%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$64.1M +$45.9M +1,312,407 +269%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$63.8M +$2.44M +69,798 +4%

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.