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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
Manulife (Manufacturers Life Insurance)
676
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.8K -$500K -13,301 -0.6%
MCM
677
Manchester Capital Management
Vermont
$80K
SAMC
678
Shinko Asset Management Company
Japan
$80K
FAM
679
Formidable Asset Management
Ohio
$78K +$6.17K +164 +8%
LWM
680
Lenox Wealth Management
Ohio
$77K +$76.8K +2,041 New
GS
681
GAM Systematic
United Kingdom
$76K -$392K -10,433 -84%
AA
682
Apriem Advisors
California
$76K
KA
683
Klingman & Associates
New York
$76K
BIM
684
Barton Investment Management
Pennsylvania
$76K +$75.2K +2,000 New
EFSCE
685
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$24.3K +646 +51%
PSI
686
Pinnacle Summer Investments
Virginia
$68K -$786K -20,884 -92%
WIC
687
Water Island Capital
New York
$68K +$67.7K +1,800 New
NSIM
688
North Star Investment Management
Illinois
$66K
SFPIA
689
Stevens First Principles Investment Advisors
California
$66K +$15.6K +415 +31%
AF
690
Allworth Financial
California
$62K
SGAM
691
Smith Group Asset Management
Texas
$60K +$59.8K +1,591 New
VFA
692
Virtus Fund Advisers
Connecticut
$59K
AIM
693
Advantage Investment Management
Iowa
$58K
FPB
694
First PREMIER Bank
South Dakota
$58K +$57.9K +1,540 New
CF
695
CenterStar Fund
Illinois
$57K
FQ
696
First Quadrant
California
$56K -$110K -2,928 -67%
PH
697
Pinnacle Holdings
Oklahoma
$54.6K
CFG
698
CKW Financial Group
Hawaii
$53K
IR
699
IAT Reinsurance
New York
$53K
OC
700
Oakworth Capital
Alabama
$52K

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.