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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
BWA
576
Burt Wealth Advisors
Maryland
$282K
AA
577
AlphaMark Advisors
Kentucky
$281K
ONB
578
Old National Bancorp
Indiana
$279K -$282K -8,075 -51%
SCCM
579
Schafer Cullen Capital Management
New York
$277K -$6.99K -200 -3%
VFP
580
Verus Financial Partners
Virginia
$277K -$3.56K -102 -1%
MYAM
581
Meiji Yasuda Asset Management
Japan
$275K -$6.99K -200 -3%
DI
582
Diligent Investors
California
$275K
GVT
583
Genesee Valley Trust
New York
$273K -$18.6K -532 -6%
SFA
584
Stewardship Financial Advisors
Georgia
$271K +$2.1K +60 +0.8%
UB
585
UMB Bank
Missouri
$271K +$266K +7,610 New
AI
586
Atria Investments
North Carolina
$269K -$25.1K -717 -9%
CCM
587
Canal Capital Management
Virginia
$265K -$7.93K -227 -3%
SJL
588
Shayne & Jacobs LLC
Tennessee
$264K
SBSB
589
Sullivan, Bruyette, Speros & Blaney
Virginia
$264K +$259K +7,407 New
Koshinski Asset Management
590
Koshinski Asset Management
Illinois
$262K +$35 +1 +0%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$262K +$16.8K +480 +7%
BCM
592
Birmingham Capital Management
Alabama
$260K
QC
593
QCM Cayman
Texas
$260K +$255K +7,304 New
SWP
594
Stratos Wealth Partners
Ohio
$258K +$253K +7,240 New
MC
595
Moors & Cabot
Massachusetts
$257K +$250K +7,168 New
BFA
596
Bragg Financial Advisors
North Carolina
$254K -$49.7K -1,422 -17%
CCA
597
Cobblestone Capital Advisors
New York
$253K +$248K +7,094 New
DAC
598
Dividend Assets Capital
South Carolina
$252K +$247K +7,075 New
DSN
599
D. Scott Neal
Kentucky
$248K
HCM
600
Highlander Capital Management
New Jersey
$247K

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.