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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
HIIFS
726
Harel Insurance Investments & Financial Services
Israel
$11K +$10.5K +300 New
CFA
727
CT Financial Advisors
Pennsylvania
$10.7K
CCMW
728
Cypress Capital Management (Wyoming)
Wyoming
$10.7K
CP
729
Corbenic Partners
Pennsylvania
$10K +$9.54K +273 New
DBT
730
Dubuque Bank & Trust
Iowa
$9K +$3.15K +90 +55%
ECM
731
Estabrook Capital Management
New York
$8.01K
AIM
732
Arcadia Investment Management
Michigan
$7K
PMFA
733
Plante Moran Financial Advisors
Michigan
$7K
AWM
734
Avior Wealth Management
Nebraska
$7K +$70 +2 +1%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$7K +$2.34K +67 +51%
FMP
736
Financial Management Professionals
Texas
$7K +$7.79K +223 New
CAW
737
Cornerstone Advisors (Washington)
Washington
$6K
LWA
738
Lowe Wealth Advisors
Maryland
$5K
TFO
739
Tarbox Family Office
California
$5K
TRCT
740
Tower Research Capital (TRC)
New York
$4K -$10.4K -298 -73%
HR
741
Howe & Rusling
New York
$4K
MWP
742
MYCIO Wealth Partners
Pennsylvania
$4K
IAS
743
INR Advisory Services
Pennsylvania
$3K
TWA
744
TCI Wealth Advisors
Arizona
$3K
HCM
745
Herndon Capital Management
Georgia
$3K +$2.66K +76 New
QAM
746
QCI Asset Management
New York
$3K +$3.11K +89 New
MSFP
747
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.25K +93 New
GBT
748
Grove Bank & Trust
Florida
$2K
RAM
749
Riggs Asset Management
Pennsylvania
$2K
CRC
750
Curi RMB Capital
Illinois
$2K +$2.38K +68 New

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.