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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
USAA
51
United Services Automobile Association
Texas
$64.4M +$6.78M +180,176 +12%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$62M +$214K +5,700 +0.3%
Prudential Financial
53
Prudential Financial
New Jersey
$60.6M +$4.82M +128,100 +9%
CS
54
Credit Suisse
Switzerland
$59.9M +$4.68M +124,432 +9%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$58.4M -$815K -21,679 -1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$56.1M +$882K +23,442 +2%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$55.8M -$1.67M -44,500 -3%
BIM
58
BlackRock Investment Management
Delaware
$54.2M +$891K +23,675 +2%
WG
59
Winton Group
United Kingdom
$53.2M +$23M +611,439 +77%
AllianceBernstein
60
AllianceBernstein
Tennessee
$52.8M -$478K -12,710 -0.9%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$50M -$5.61K -149 -0%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$49.6M -$71K -1,887 -0.1%
PPA
63
Parametric Portfolio Associates
Washington
$49M +$1.25M +33,323 +3%
TA
64
Teachers Advisors
New York
$48.5M +$289K +7,672 +0.6%
Fidelity International
65
Fidelity International
Bermuda
$47.9M +$2.31M +61,353 +5%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$47.7M +$24.6M +653,524 +108%
EVM
67
Eaton Vance Management
Massachusetts
$47M +$1.08M +28,769 +2%
USSCPF
68
United States Steel & Carnegie Pension Fund
New York
$46.1M
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$45.6M -$586K -15,568 -1%
RFC
70
Regions Financial Corp
Alabama
$44.6M +$2.54M +67,497 +6%
MTB
71
Mizuho Trust & Banking
Japan
$44M +$468K +12,441 +1%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$41.5M +$112K +2,986 +0.3%
JFL
73
Jarislowsky, Fraser Ltd
Quebec, Canada
$41.1M -$2.41M -64,090 -6%
GC
74
Guggenheim Capital
Illinois
$39.8M -$13.3M -354,617 -25%
SCM
75
Sterling Capital Management
North Carolina
$39.4M -$639K -17,000 -2%

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.