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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
CCMG
601
Clark Capital Management Group
Pennsylvania
$246K +$241K +6,901 New
PG
602
Patten Group
Tennessee
$244K
SB
603
Simmons Bank
Arkansas
$244K -$28K -800 -10%
BB
604
Busey Bank
Illinois
$242K
SI
605
SII Investments
Wisconsin
$242K +$3.88K +111 +2%
FNB
606
First Niagara Bank
New York
$242K +$238K +6,809 New
PAMG
607
Patton Albertson Miller Group
Tennessee
$240K -$8.74K -250 -4%
GIA
608
Guyasuta Investment Advisors
Pennsylvania
$240K
WSCM
609
Wellington Shields Capital Management
New York
$240K
WA
610
WealthTrust Axiom
Pennsylvania
$240K +$140 +4 +0.1%
ICAS
611
Investors Capital Advisory Services
Massachusetts
$236K +$2.38K +68 +1%
WPC
612
White Pine Capital
Minnesota
$233K
ICOA
613
Investment Centers of America
North Dakota
$230K -$766K -21,923 -77%
BAS
614
Brown Advisory Securities
Maryland
$230K +$226K +6,475 New
ZIM
615
Zacks Investment Management
Illinois
$229K -$31.7K -907 -12%
CM
616
Capital Management
Virginia
$228K
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$224K
FMLI
618
Fukoku Mutual Life Insurance
Japan
$224K
PP
619
Paloma Partners
Connecticut
$223K -$280K -8,008 -56%
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$223K
BUB
621
BBVA USA Bancshares
Texas
$218K -$7.44K -213 -3%
MBT
622
Montecito Bank & Trust
California
$217K +$213K +6,100 New
CCA
623
Checchi Capital Advisers
California
$215K -$13.5K -385 -6%
GLRA
624
Gerald L. Ray & Associates
Texas
$213K +$209K +5,982 New
SAM
625
Sawgrass Asset Management
Florida
$212K -$29K -830 -12%

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.