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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
DVM
476
Dreman Value Management
Florida
$690K -$1.46M -38,778 -68%
PFM
477
Parsec Financial Management
North Carolina
$683K -$97.6K -2,594 -13%
Daiwa Securities Group
478
Daiwa Securities Group
Japan
$681K
1GA
479
1st Global Advisors
Texas
$665K +$9.29K +247 +1%
CT
480
Coastline Trust
Rhode Island
$650K +$142K +3,780 +28%
CI
481
Constellation Investments
Ohio
$647K +$11.3K +300 +2%
WPW
482
Waldron Private Wealth
Pennsylvania
$635K
AWM
483
Altavista Wealth Management
North Carolina
$631K -$37.6K -1,000 -6%
AW
484
Alpha Windward
Massachusetts
$628K +$421K +11,194 +207%
EA
485
Euclid Advisors
Connecticut
$627K -$9.34M -248,410 -94%
VRS
486
Virginia Retirement Systems
Virginia
$627K +$5.91K +157 +1%
SAM
487
Sawgrass Asset Management
Florida
$623K -$12.2K -325 -2%
NDSI
488
Newman Dignan & Sheerar Inc
Rhode Island
$622K +$141K +3,753 +30%
PAG
489
Private Advisor Group
New Jersey
$620K +$88.4K +2,351 +17%
CS
490
Credential Securities
$618K +$26.4K +701 +4%
ONB
491
Old National Bancorp
Indiana
$601K -$159K -4,240 -21%
CBT
492
Central Bank & Trust
Kentucky
$600K -$33.4K -887 -5%
SAS
493
Spectrum Advisory Services
Georgia
$592K
WFG
494
Wills Financial Group
Virginia
$580K -$5.68K -151 -1%
BCP
495
Blue Chip Partners
Michigan
$576K +$82.2K +2,184 +17%
SACTSONJ
496
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$563K
Northwestern Mutual Wealth Management
497
Northwestern Mutual Wealth Management
Wisconsin
$556K +$139K +3,688 +34%
RBC
498
Ronald Blue & Co
Georgia
$551K -$56K -1,490 -9%
Bank of Nova Scotia
499
Bank of Nova Scotia
Ontario, Canada
$548K +$3.39K +90 +0.6%
AIP
500
Ameritas Investment Partners
Nebraska
$546K -$39.8K -1,059 -7%

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.