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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
COPPSERS
551
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$368K +$366K +9,740 New
LNC
552
Lincoln National Corp
Pennsylvania
$361K +$63.1K +1,678 +19%
BC
553
Banced Corp
Illinois
$359K +$357K +9,489 New
MHC
554
Meyer Handelman Company
New York
$344K
CC
555
Cannell & Co
New York
$344K +$342K +9,100 New
FNB
556
Farmers National Bank
Kentucky
$333K +$1.09K +29 +0.3%
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$332K -$38K -1,011 -10%
SWP
558
Stratos Wealth Partners
Ohio
$329K +$328K +8,710 New
W
559
Wealthfront
California
$326K +$135K +3,579 +71%
STMM
560
South Texas Money Management
Texas
$326K +$324K +8,625 New
HIM
561
Hermes Investment Management
United Kingdom
$325K
BFA
562
Bragg Financial Advisors
North Carolina
$320K -$9.4K -250 -3%
WAM
563
Wealthspire Advisors (Maryland)
Maryland
$318K +$316K +8,398 New
SFM
564
Signature Financial Management
Virginia
$316K -$75.6K -2,010 -19%
MYAM
565
Meiji Yasuda Asset Management
Japan
$313K -$28.6K -760 -8%
MAM
566
Meeder Asset Management
Ohio
$313K +$155K +4,122 +99%
IAMOG
567
Investors Asset Management of Georgia
Georgia
$312K +$9.4K +250 +3%
VFP
568
Verus Financial Partners
Virginia
$311K +$602 +16 +0.2%
GVT
569
Genesee Valley Trust
New York
$310K -$12.5K -332 -4%
SSWM
570
Sheets Smith Wealth Management
North Carolina
$308K +$57K +1,516 +23%
AP
571
Advisor Partners
California
$306K -$34K -903 -10%
BRWA
572
B. Riley Wealth Advisors
Florida
$305K -$9.25K -246 -3%
GF
573
Gabelli Funds
New York
$302K
BWA
574
Burt Wealth Advisors
Maryland
$300K
ZIM
575
Zacks Investment Management
Illinois
$298K -$36.6K -974 -11%

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.