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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
PP
626
Patten & Patten
Tennessee
$219K
YMRC
627
Yorktown Management & Research Company
Virginia
$219K
VVP
628
Vulcan Value Partners
Alabama
$214K +$213K +5,650 New
SHWM
629
Smith & Howard Wealth Management
Georgia
$213K +$212K +5,642 New
FMLI
630
Fukoku Mutual Life Insurance
Japan
$212K
TYCC
631
Texas Yale Capital Corp
Florida
$211K +$210K +5,572 New
CFP
632
Cornerstone Financial Partners
North Carolina
$210K +$208K +5,535 New
LOAMS
633
Lombard Odier Asset Management (Switzerland)
Switzerland
$208K +$205K +5,453 New
PP
634
Prudential plc
United Kingdom
$205K +$204K +5,412 New
BWM
635
Braver Wealth Management
Massachusetts
$204K +$203K +5,407 New
BC
636
Barnett & Company
Tennessee
$203K -$22.6K -600 -10%
LRPA
637
L. Roy Papp & Associates
Arizona
$202K +$201K +5,354 New
PAM
638
PartnerRe Asset Management
Connecticut
$198K -$334K -8,885 -63%
EWM
639
Evercore Wealth Management
New York
$196K -$9.03K -240 -4%
AC
640
Alexandria Capital
Virginia
$195K +$150 +4 +0.1%
PAIA
641
Park Avenue Institutional Advisers
New York
$191K -$4.96K -132 -3%
WG
642
Welch Group
Alabama
$188K +$1.73K +46 +0.9%
WRM
643
Westport Resources Management
Connecticut
$186K +$51.2K +1,360 +38%
KC
644
Kingfisher Capital
North Carolina
$186K +$185K +4,913 New
GWS
645
Glassman Wealth Services
Virginia
$179K
FHA
646
First Horizon Advisors
Tennessee
$173K +$41.4K +1,100 +31%
WT
647
Whittier Trust
California
$164K +$1.5K +40 +0.9%
QCG
648
Quadrant Capital Group
Ohio
$159K +$7.64K +203 +5%
HFM
649
Hartford Financial Management
Connecticut
$158K
KCPG
650
Kavar Capital Partners Group
Kansas
$157K +$1.09K +29 +0.7%

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.