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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
AA
576
AlphaMark Advisors
Kentucky
$298K +$297K +7,889 New
PAMG
577
Patton Albertson Miller Group
Tennessee
$295K
DI
578
Diligent Investors
California
$292K -$22.6K -600 -7%
JMPWA
579
JP Morgan Private Wealth Advisors
California
$291K -$9.86K -262 -3%
MIM
580
Marco Investment Management
Georgia
$291K +$289K +7,684 New
BHIA
581
Birch Hill Investment Advisors
Massachusetts
$288K -$5.64K -150 -2%
CCM
582
Canal Capital Management
Virginia
$287K +$376 +10 +0.1%
SFA
583
Stewardship Financial Advisors
Georgia
$285K +$284K +7,539 New
William Blair & Company
584
William Blair & Company
Illinois
$283K -$113K -3,000 -29%
DY
585
Dowling & Yahnke
California
$281K +$37.1K +986 +15%
BHBT
586
Burke & Herbert Bank & Trust
Virginia
$280K
SJL
587
Shayne & Jacobs LLC
Tennessee
$280K
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$278K -$320K -8,499 -54%
BCM
589
Birmingham Capital Management
Alabama
$276K
DSN
590
D. Scott Neal
Kentucky
$264K
HCM
591
Highlander Capital Management
New Jersey
$263K
CCA
592
Checchi Capital Advisers
California
$262K +$14K +371 +6%
BFEC
593
Benjamin F. Edwards & Company
Missouri
$260K
PG
594
Patten Group
Tennessee
$259K
Jones Financial Companies
595
Jones Financial Companies
Missouri
$256K +$255K +6,766 New
GF
596
Gerstein Fisher
New York
$256K +$255K +6,768 New
GIA
597
Guyasuta Investment Advisors
Pennsylvania
$255K
WSCM
598
Wellington Shields Capital Management
New York
$255K
WA
599
WealthTrust Axiom
Pennsylvania
$255K +$150 +4 +0.1%
FNBT
600
FineMark National Bank & Trust
Florida
$254K +$26.5K +705 +12%

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.