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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
NCM
726
Nelson Capital Management
California
$15K +$15K +400 New
GAM
727
Gemmer Asset Management
California
$12K -$3.84K -102 -24%
DA
728
Dunvegan Associates
California
$12K
CFA
729
CT Financial Advisors
Pennsylvania
$11.3K
CCMW
730
Cypress Capital Management (Wyoming)
Wyoming
$11.3K
JAM
731
Jolley Asset Management
North Carolina
$11K -$1.69K -45 -13%
EWM
732
Edge Wealth Management
New York
$11K
TFO
733
Tarbox Family Office
California
$9K +$3.84K +102 +68%
CG
734
Cutler Group
California
$9K +$9.89K +263 New
ECM
735
Estabrook Capital Management
New York
$8.51K
PMFA
736
Plante Moran Financial Advisors
Michigan
$8K -$2.48K -66 -24%
SMG
737
Spectrum Management Group
Indiana
$8K
AWMS
738
Advocacy Wealth Management Services
Georgia
$8K +$7.52K +200 New
AIM
739
Arcadia Investment Management
Michigan
$8K +$7.71K +205 New
WAM
740
Wolverine Asset Management
Illinois
$7K -$109K -2,900 -94%
TSU
741
TD Securities (USA)
New York
$7K -$10.2K -271 -61%
AWM
742
Avior Wealth Management
Nebraska
$7K +$75 +2 +1%
HR
743
Howe & Rusling
New York
$6K
TCCM
744
Timber Creek Capital Management
Massachusetts
$6K
GXMC
745
Global X Management Company
New York
$6K +$150 +4 +3%
PFBT
746
Parkside Financial Bank & Trust
Missouri
$6K +$790 +21 +15%
DBT
747
Dubuque Bank & Trust
Iowa
$6K +$6.13K +163 New
RWML
748
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.07K -$451 -12 -8%
DADC
749
D.A. Davidson & Co
Montana
$5K -$14.6K -388 -72%
LWA
750
Lowe Wealth Advisors
Maryland
$5K

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.