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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
SSG
601
Summit Securities Group
New York
$252K +$239K +6,355 +2,118%
Jane Street
602
Jane Street
New York
$248K -$147K -3,906 -37%
SI
603
SII Investments
Wisconsin
$248K -$61.1K -1,624 -20%
MMPW
604
Mitchell McLeod Pugh & Williams
Alabama
$248K
VFS
605
VSR Financial Services
Kansas
$248K
WPC
606
White Pine Capital
Minnesota
$248K
SFT
607
Simmons First Trust
Arkansas
$248K +$247K +6,553 New
CT
608
Cambridge Trust
Massachusetts
$245K -$42.4K -1,128 -15%
Nomura Holdings
609
Nomura Holdings
Japan
$243K -$48.3K -1,285 -17%
CM
610
Capital Management
Virginia
$242K -$22.6K -600 -9%
DW
611
Domani Wealth
Pennsylvania
$240K -$18.8K -500 -7%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$239K +$865 +23 +0.4%
PP
613
Paloma Partners
Connecticut
$238K -$204K -5,414 -46%
DDPIC
614
Deroy & Devereaux Private Investment Counsel
Michigan
$234K
CWM
615
Concert Wealth Management
California
$231K -$42.8K -1,138 -16%
SCM
616
Shelton Capital Management
Colorado
$229K +$227K +6,047 New
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$227K -$155K -4,125 -41%
GLRA
618
Gerald L. Ray & Associates
Texas
$226K
HIMC
619
Heritage Investors Management Corp
Maryland
$226K +$7.71K +205 +4%
BJL
620
Brighton Jones LLC
Washington
$224K -$13.5K -358 -6%
WF
621
Welch & Forbes
Massachusetts
$224K +$223K +5,920 New
MYLI
622
Meiji Yasuda Life Insurance
Japan
$223K
PCMK
623
Paragon Capital Management (Kansas)
Kansas
$222K -$7.79K -207 -3%
DT
624
Diversified Trust
Tennessee
$222K +$715 +19 +0.3%
LI
625
Lafayette Investments
Maryland
$220K

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.