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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
FCCM
651
First City Capital Management
Georgia
$151K -$26.3K -700 -15%
GI
652
Gradient Investments
Minnesota
$146K
SC
653
SRB Corp
Massachusetts
$141K -$17K -451 -11%
SIG
654
Stanford Investment Group
California
$141K
GLI
655
Guardian Life Insurance
New York
$140K -$32.2K -856 -19%
OFS
656
Orrstown Financial Services
Pennsylvania
$139K -$122K -3,256 -47%
ASN
657
Advisory Services Network
Georgia
$137K -$113K -2,994 -45%
PAM
658
Paradigm Asset Management
New York
$130K -$6.48M -172,300 -98%
HF
659
Hoxton Financial
West Virginia
$121K
QT
660
Quantbot Technologies
New York
$112K +$61.5K +1,636 +121%
SG Americas Securities
661
SG Americas Securities
New York
$110K -$726K -19,302 -87%
DOA
662
D'Orazio & Associates
Virginia
$108K
WA
663
WFG Advisors
Texas
$108K
LWM
664
LBA Wealth Management
Florida
$106K
HDIM
665
Hanson & Doremus Investment Management
Vermont
$105K
FPFS
666
First Personal Financial Services
North Carolina
$105K +$27.7K +737 +36%
VCM
667
Versant Capital Management
Arizona
$103K +$103K +2,727 New
HI
668
Hudock Inc
Pennsylvania
$96K -$44.7K -1,187 -32%
GBT
669
Grove Bank & Trust
Florida
$96K +$95.9K +2,550 New
CTC
670
Central Trust Company
Missouri
$95K -$23.7K -630 -20%
BL
671
Balentine LLC
Georgia
$95K
WTB
672
Washington Trust Bank
Washington
$90K -$18.4K -490 -17%
NEAM
673
New England Asset Management
Connecticut
$88K
S
674
SignatureFD
Georgia
$88K +$4.29K +114 +5%
NFG
675
Next Financial Group
Texas
$83K +$27K +717 +48%

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.