We are live on ! Find out more
TFC icon

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
SLG
501
Stanley-Laman Group
Pennsylvania
$555K -$645K -18,446 -54%
CTI
502
Community Trust & Investment
Kentucky
$547K +$32.3K +925 +6%
CF
503
CNA Financial
Illinois
$539K +$529K +15,150 New
SACTSONJ
504
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$530K
EIA
505
Edgemoor Investment Advisors
Maryland
$521K
W
506
Wealthfront
California
$516K +$250K +7,154 +97%
FAAS
507
First Allied Advisory Services
California
$511K -$626K -17,917 -56%
CT
508
Cambridge Trust
Massachusetts
$510K +$501K +14,332 New
IFB
509
iAB Financial Bank
Indiana
$506K +$10.5K +300 +2%
CFG
510
Citizens Financial Group
Rhode Island
$502K -$232K -6,640 -32%
MA
511
Montag & Associates
Georgia
$502K +$493K +14,100 New
ACPU
512
Arrowgrass Capital Partners (US)
Delaware
$501K -$145K -4,144 -23%
CBT
513
Central Bank & Trust
Kentucky
$499K -$42.7K -1,222 -8%
LW
514
Linscomb Wealth
Texas
$497K +$488K +13,967 New
BHWM
515
Bar Harbor Wealth Management
New Hampshire
$493K +$45.3K +1,295 +10%
AWM
516
Altavista Wealth Management
North Carolina
$487K -$80.4K -2,300 -14%
IH
517
IFC Holdings
Florida
$483K +$131K +3,758 +38%
MNBTD
518
Moody National Bank Trust Division
Texas
$482K +$1.92K +55 +0.4%
VFA
519
Voya Financial Advisors
Connecticut
$477K +$67.3K +1,927 +16%
QIM
520
Quantitative Investment Management
Virginia
$477K +$468K +13,400 New
RBC
521
Ronald Blue & Co
Georgia
$474K +$54.5K +1,560 +13%
PFS
522
Prospera Financial Services
Texas
$472K -$174K -4,974 -27%
LOAME
523
Lombard Odier Asset Management (Europe)
United Kingdom
$471K +$463K +13,238 New
FNB
524
Farmers National Bank
Kentucky
$454K +$99.1K +2,836 +29%
CIC
525
Crawford Investment Counsel
Georgia
$447K -$28.8K -824 -6%

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.