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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
Daiwa Securities Group
476
Daiwa Securities Group
Japan
$694K +$52.4K +1,500 +8%
NDSI
477
Newman Dignan & Sheerar Inc
Rhode Island
$694K +$121K +3,455 +22%
SYBT
478
Stock Yards Bank & Trust
Kentucky
$691K
SJIM
479
St. Johns Investment Management
Florida
$685K +$111K +3,190 +20%
GJIC
480
Gamble Jones Investment Counsel
California
$677K
MAM
481
Meeder Asset Management
Ohio
$677K +$520K +14,871 +357%
MSV
482
MN Services Vermogensbeheer
Netherlands
$661K +$39.2K +1,121 +6%
MA
483
Minerva Advisors
Pennsylvania
$659K +$646K +18,494 New
Squarepoint
484
Squarepoint
New York
$658K -$1.33M -37,938 -67%
CS
485
Credential Securities
$653K +$30.9K +883 +5%
PI
486
Putnam Investments
Massachusetts
$651K -$17.4M -497,431 -96%
BBA
487
BLB&B Advisors
Pennsylvania
$648K +$69K +1,976 +12%
EGM
488
Engineers Gate Manager
New York
$635K +$624K +17,843 New
CIS
489
Capital International Sarl
California
$627K +$182K +5,200 +42%
PFM
490
Parsec Financial Management
North Carolina
$626K -$28.7K -820 -4%
WFG
491
Wills Financial Group
Virginia
$626K -$1.5K -43 -0.2%
WPW
492
Waldron Private Wealth
Pennsylvania
$626K
RMDI
493
R.M. Davis Inc
Maine
$616K +$604K +17,290 New
Pacer Advisors
494
Pacer Advisors
Pennsylvania
$608K +$85.3K +2,441 +17%
BCP
495
Blue Chip Partners
Michigan
$593K -$3.46K -99 -0.6%
Bank of Nova Scotia
496
Bank of Nova Scotia
Ontario, Canada
$584K +$63.3K +1,810 +12%
AIP
497
Ameritas Investment Partners
Nebraska
$578K +$62.7K +1,793 +12%
BWAM
498
Boyd Watterson Asset Management
Ohio
$563K +$78.6K +2,250 +17%
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$561K +$46.8K +1,340 +9%
TU
500
TDAM USA
Ontario, Canada
$555K -$710K -20,311 -57%

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.