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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
CB
701
Community Bank
New York
$48K -$4.7K -125 -9%
IPC
702
Independent Portfolio Consultants
Florida
$47K
KTC
703
Kistler-Tiffany Companies
Pennsylvania
$44K
JIC
704
Joel Isaacson & Co
New York
$44K +$38 +1 +0.1%
FFC
705
First Financial Corp
Indiana
$42K
IWMPD
706
Integrated Wealth Management (Palm Desert)
California
$40K -$5.87K -156 -13%
DAM
707
Delta Asset Management
Tennessee
$40K
TDC
708
Thompson Davis & Co
Virginia
$29K
WC
709
Whitnell & Co
Illinois
$28K +$27.8K +740 New
OSNBOA
710
Old Second National Bank of Aurora
Illinois
$26K
KT
711
Kanaly Trust
Texas
$23K -$1.81K -48 -7%
WA
712
WealthTrust-Arizona
Arizona
$23K
PFSC
713
Peoples Financial Services Corp
Pennsylvania
$21K
AssetMark Inc
714
AssetMark Inc
California
$21K +$21K +557 +18,567%
ST
715
Smithfield Trust
Pennsylvania
$19K -$9.03K -240 -32%
AWM
716
AllSquare Wealth Management
New York
$19K
WTC
717
WhitTier Trust Company
Nevada
$19K
ZB
718
Zions Bancorporation
Utah
$19K +$5.98K +159 +36%
PR
719
Payden & Rygel
California
$19K +$18.8K +500 New
ACS
720
Archford Capital Strategies
Illinois
$17K +$16K +425 New
VIA
721
Vantage Investment Advisors
Pennsylvania
$16K -$7.52K -200 -32%
GWM
722
Gupta Wealth Management
California
$16K +$3.72K +99 +30%
CHP
723
Cable Hill Partners
Oregon
$16K +$10.5K +280 +209%
MUS
724
Mitsubishi UFJ Securities
Japan
$16K +$16.2K +430 New
TWA
725
TCI Wealth Advisors
Arizona
$16K +$16.3K +434 New

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.