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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
IPC
701
Independent Portfolio Consultants
Florida
$35K -$349 -10 -1%
PI
702
PineBridge Investments
New York
$35K +$2.48K +71 +8%
AIM
703
Acrospire Investment Management
Illinois
$35K +$30.2K +864 +815%
Korea Investment Corp
704
Korea Investment Corp
South Korea
$32K +$31.4K +900 New
IWMPD
705
Integrated Wealth Management (Palm Desert)
California
$30K -$6.12K -175 -17%
EWM
706
Edge Wealth Management
New York
$30K +$19.6K +560 +198%
CFN
707
Cordasco Financial Network
Florida
$29K +$28.4K +813 New
ST
708
Sphinx Trading
Illinois
$28K +$27.1K +776 New
ACS
709
Archford Capital Strategies
Illinois
$27K +$26.2K +750 New
SAM
710
Solaris Asset Management
New York
$27K +$26.9K +769 New
OSNBOA
711
Old Second National Bank of Aurora
Illinois
$25K
JCM
712
Jacobi Capital Management
Pennsylvania
$25K +$25.2K +720 New
TDC
713
Thompson Davis & Co
Virginia
$24K
KT
714
Kanaly Trust
Texas
$24K +$4.86K +139 +26%
WA
715
WealthTrust-Arizona
Arizona
$23K +$1.12K +32 +5%
WP
716
WealthPLAN Partners
Nebraska
$21.6K +$42.4K +1,214 New
PFSC
717
Peoples Financial Services Corp
Pennsylvania
$20K
NSIM
718
North Star Investment Management
Illinois
$19K
AWM
719
AllSquare Wealth Management
New York
$18K
ST
720
Smithfield Trust
Pennsylvania
$18K
NCM
721
Nelson Capital Management
California
$14K
RWA
722
Ropes Wealth Advisors
Massachusetts
$14K +$3.42K +98 +34%
DAM
723
Delta Asset Management
Tennessee
$13K
WIC
724
Water Island Capital
New York
$11K -$31.4K -900 -75%
GAM
725
Gemmer Asset Management
California
$11K

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.