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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
CTI
501
Community Trust & Investment
Kentucky
$536K -$7.52K -200 -1%
BBA
502
BLB&B Advisors
Pennsylvania
$535K +$215K +5,720 +68%
Pacer Advisors
503
Pacer Advisors
Pennsylvania
$527K +$524K +13,929 New
EHWM
504
Eads & Heald Wealth Management
Georgia
$514K -$103K -2,750 -17%
SAMT
505
Select Asset Management & Trust
Pennsylvania
$514K
TSWM
506
Triangle Securities Wealth Management
North Carolina
$508K -$15K -400 -3%
ACPU
507
Arrowgrass Capital Partners (US)
Delaware
$507K -$180K -4,798 -26%
OAC
508
OMERS Administration Corp
Ontario, Canada
$499K -$75.2K -2,000 -13%
IFB
509
iAB Financial Bank
Indiana
$496K +$18.8K +500 +4%
IH
510
IFC Holdings
Florida
$496K +$165K +4,382 +50%
ECM
511
Everence Capital Management
Indiana
$494K
CIA
512
CCM Investment Advisers
South Carolina
$492K -$145K -3,850 -23%
SS
513
Simplicity Solutions
Minnesota
$489K +$486K +12,933 New
MNBTD
514
Moody National Bank Trust Division
Texas
$484K
PFS
515
Prospera Financial Services
Texas
$482K -$752 -20 -0.2%
WCA
516
Westover Capital Advisors
Delaware
$477K +$5.34K +142 +1%
ANRIA
517
American National Registered Investment Advisor
Texas
$471K
TNB
518
Thomasville National Bank
Georgia
$469K -$37.6K -1,000 -7%
CIS
519
Capital International Sarl
California
$469K
Capstone Investment Advisors
520
Capstone Investment Advisors
New York
$466K +$57.8K +1,537 +14%
CIC
521
Crawford Investment Counsel
Georgia
$463K
MCMT
522
Moon Capital Management (Tennessee)
Tennessee
$462K -$101K -2,675 -18%
PL
523
Parthenon LLC
Kentucky
$462K
BHWM
524
Bar Harbor Wealth Management
New Hampshire
$461K -$23.3K -620 -5%
NI
525
Numeric Investors
Massachusetts
$458K +$455K +12,100 New

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.