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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
Bessemer Group
526
Bessemer Group
New Jersey
$454K +$30.8K +820 +7%
SCCM
527
Schafer Cullen Capital Management
New York
$453K -$48.3K -1,285 -10%
ICAS
528
Investors Capital Advisory Services
Massachusetts
$453K +$38 +1 +0%
AP
529
AHL Partners
United Kingdom
$452K +$149K +3,971 +50%
HWA
530
Heritage Wealth Advisors
Virginia
$449K -$10.2K -272 -2%
VFA
531
Voya Financial Advisors
Connecticut
$448K +$133K +3,546 +43%
First Manhattan
532
First Manhattan
New York
$447K -$38.1K -1,014 -8%
MA
533
Marshwinds Advisory
Georgia
$440K -$81.9K -2,176 -16%
VNA
534
VNBTrust National Association
Virginia
$432K
MTC
535
McDaniel Terry & Co
Texas
$431K
CSS
536
Cubist Systematic Strategies
Connecticut
$428K -$630K -16,760 -60%
SSB
537
Sandy Spring Bank
Maryland
$423K -$12.9K -344 -3%
CCM
538
Cutler Capital Management
Massachusetts
$416K
BC
539
Bartlett & Co
Ohio
$415K
AOWM
540
Alpha Omega Wealth Management
Virginia
$411K +$409K +10,869 New
JWM
541
Jacobus Wealth Management
Wisconsin
$405K
JIC
542
Johnson Investment Counsel
Ohio
$396K +$395K +10,499 New
WS
543
Wedbush Securities
California
$393K +$9.33K +248 +2%
TSW
544
Thompson Siegel & Walmsley
Virginia
$391K -$8.05K -214 -2%
QI
545
QS Investors
New York
$387K +$48.9K +1,299 +15%
VKH
546
Virtu KCG Holdings
New York
$385K -$129K -3,436 -25%
CNBT
547
Canandaigua National Bank & Trust
New York
$383K -$12.1K -322 -3%
Squarepoint
548
Squarepoint
New York
$376K -$331K -8,800 -47%
ACM
549
Argyle Capital Management
Pennsylvania
$373K
PTC
550
Private Trust Company
Ohio
$370K -$30.2K -802 -8%

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.