We are live on ! Find out more
TFC icon

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
VCM
676
Versant Capital Management
Arizona
$80K -$3.77K -108 -5%
ZB
677
Zions Bancorporation
Utah
$79K +$35 +1 +0%
MCM
678
Manchester Capital Management
Vermont
$76K
NFG
679
Next Financial Group
Texas
$75K -$5.63K -161 -7%
SAMC
680
Shinko Asset Management Company
Japan
$75K
MRCM
681
M&R Capital Management
New Jersey
$75K +$74.3K +2,125 New
LWM
682
Lenox Wealth Management
Ohio
$73K
AA
683
Apriem Advisors
California
$71K -$3.81K -109 -5%
KA
684
Klingman & Associates
New York
$71K
WC
685
Whitnell & Co
Illinois
$71K +$28.3K +810 +69%
FPB
686
First PREMIER Bank
South Dakota
$64K
OC
687
Oakworth Capital
Alabama
$63K +$6.99K +200 +13%
JAM
688
Jolley Asset Management
North Carolina
$60K +$21.8K +625 +60%
AF
689
Allworth Financial
California
$58K
AIM
690
Advantage Investment Management
Iowa
$58K +$3.49K +100 +7%
PH
691
Pinnacle Holdings
Oklahoma
$51.4K
CFG
692
CKW Financial Group
Hawaii
$50K
IR
693
IAT Reinsurance
New York
$50K
FFC
694
First Financial Corp
Indiana
$46K +$20.3K +580 +81%
CB
695
Community Bank
New York
$44K
JIC
696
Joel Isaacson & Co
New York
$42K +$35 +1 +0.1%
KTC
697
Kistler-Tiffany Companies
Pennsylvania
$41K
BIG
698
Bellwether Investment Group
Tennessee
$39K +$38.5K +1,103 New
APSP
699
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K +$36.1K +1,032 New
CF
700
CenterStar Fund
Illinois
$36K

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.