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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
SIG
651
Stanford Investment Group
California
$132K
WTB
652
Washington Trust Bank
Washington
$128K -$9.09K -260 -7%
BC
653
Barnett & Company
Tennessee
$127K -$34.6K -989 -22%
GI
654
Gradient Investments
Minnesota
$126K -$11.7K -335 -9%
JG
655
Jefferies Group
New York
$125K -$1.85M -52,921 -94%
AssetMark Inc
656
AssetMark Inc
California
$125K +$105K +2,991 +580%
CCM
657
Cribstone Capital Management
Maine
$125K +$122K +3,498 New
ASN
658
Advisory Services Network
Georgia
$122K -$20.1K -574 -14%
CTC
659
Central Trust Company
Missouri
$115K -$42.3K -1,211 -27%
FPFS
660
First Personal Financial Services
North Carolina
$113K +$13.3K +380 +14%
GXMC
661
Global X Management Company
New York
$113K +$59.9K +1,713 +117%
QCG
662
Quadrant Capital Group
Ohio
$112K -$38.4K -1,098 -24%
PRS
663
Pinkerton Retirement Specialists
Idaho
$110K +$108K +3,081 New
GLI
664
Guardian Life Insurance
New York
$108K +$5.52K +158 +5%
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$107K -$87.4K -2,500 -45%
IIC
666
Integrated Investment Consultants
Michigan
$106K +$12K +344 +13%
WA
667
WFG Advisors
Texas
$101K +$56.7K +1,623 +135%
S
668
SignatureFD
Georgia
$100K -$24K -688 -20%
HI
669
Hudock Inc
Pennsylvania
$92K +$664 +19 +0.7%
BWP
670
Baldwin Wealth Partners
Massachusetts
$91K +$37.2K +1,065 +71%
WTC
671
WhitTier Trust Company
Nevada
$87K +$10.1K +290 +13%
LWM
672
LBA Wealth Management
Florida
$87K +$36.7K +1,050 +75%
FHA
673
First Horizon Advisors
Tennessee
$83K -$66.3K -1,898 -45%
NEAM
674
New England Asset Management
Connecticut
$83K
HDIM
675
Hanson & Doremus Investment Management
Vermont
$82K -$7.72K -221 -9%

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.