Truist Financial
701 hedge funds and large institutions have $17.9B invested in Truist Financial in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 66 closing their positions.
84% more call options, than puts
Call options by funds: $114M | Put options by funds: $62.1M
12% more repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 248
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
1.09% more ownership
Funds ownership: 62.65% → 63.73% (+1.1%)
2% more capital invested
Capital invested by funds: $17.5B → $17.9B (+$366M)
4% less funds holding
Funds holding: 727 → 701 (-26)
26% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$101M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$98.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$88.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.7M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$52.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$82.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$80.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$38M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$33.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$32M |
TFC Hedge Fund Activity: Q1 2015 in Review
701 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2015, worth a combined $17.9B — up 2.1% from $17.5B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of TFC and 49 opened new positions — a net loss of 17 holders — while 248 trimmed existing stakes and 278 added.
The largest buyer was Boston Partners, adding an estimated $101M. The largest seller was State Street, cutting an estimated $82.7M.
- 701 institutional investors held Truist Financial (TFC) as of Q1 2015, down from 727 in Q4 2014.
- Funds reported $17.9B of Truist Financial stock for Q1 2015, up 2.1% quarter-over-quarter.
- 49 funds opened new Truist Financial positions in Q1 2015 and 66 closed out, a net change of -17 holders.
- The largest Truist Financial buyer in Q1 2015 was Boston Partners, an estimated $101M added.
- The largest Truist Financial seller in Q1 2015 was State Street, an estimated $82.7M sold.
Based on aggregated 13F filings for Q1 2015.