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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
WRM
626
Westport Resources Management
Connecticut
$212K +$36.1K +1,032 +21%
WF
627
Welch & Forbes
Massachusetts
$211K +$207K +5,920 New
CWM
628
Concert Wealth Management
California
$210K +$205K +5,855 New
DT
629
Diversified Trust
Tennessee
$209K +$205K +5,855 New
PCMK
630
Paragon Capital Management (Kansas)
Kansas
$209K +$206K +5,890 New
EA
631
Euclid Advisors
Connecticut
$208K +$204K +5,830 New
LI
632
Lafayette Investments
Maryland
$207K +$203K +5,811 New
HIMC
633
Heritage Investors Management Corp
Maryland
$205K +$201K +5,759 New
AW
634
ACG Wealth
Georgia
$204K -$34.8K -996 -15%
AW
635
Alpha Windward
Massachusetts
$188K -$437K -12,493 -70%
AC
636
Alexandria Capital
Virginia
$186K +$2.48K +71 +1%
FNBT
637
FineMark National Bank & Trust
Florida
$185K -$57.5K -1,646 -24%
EWM
638
Evercore Wealth Management
New York
$184K -$47.2K -1,350 -21%
PAIA
639
Park Avenue Institutional Advisers
New York
$183K +$7.44K +213 +4%
OFS
640
Orrstown Financial Services
Pennsylvania
$174K +$42.1K +1,204 +33%
RCM
641
Riverhead Capital Management
Delaware
$171K -$1.55M -44,341 -93%
GWS
642
Glassman Wealth Services
Virginia
$169K
HFM
643
Hartford Financial Management
Connecticut
$169K +$20K +573 +14%
SWA
644
Sutton Wealth Advisors
Florida
$168K +$19K +543 +13%
ARMT
645
Amica Retiree Medical Trust
Rhode Island
$165K
DOA
646
D'Orazio & Associates
Virginia
$161K -$1.75K -50 -1%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K +$121K +3,475 +528%
PAM
648
Paradigm Asset Management
New York
$146K +$17.4K +498 +14%
SC
649
SRB Corp
Massachusetts
$144K -$6.85K -196 -5%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$138K -$11.3K -323 -8%

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.