Truist Financial
730 hedge funds and large institutions have $18.5B invested in Truist Financial in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 286 increasing their positions, 249 reducing their positions, and 34 closing their positions.
109% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 34
69% more call options, than puts
Call options by funds: $128M | Put options by funds: $75.4M
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
15% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 249
4% more funds holding
Funds holding: 701 → 730 (+29)
4% more capital invested
Capital invested by funds: $17.9B → $18.5B (+$663M)
0.43% less ownership
Funds ownership: 63.73% → 63.3% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$109M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$87.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$50M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.8M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$43.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$54.3M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$53.3M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$43M |
| 4 |
Barclays
London,
United Kingdom
|
-$34.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$29.6M |
TFC Hedge Fund Activity: Q2 2015 in Review
730 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2015, worth a combined $18.5B — up 3.7% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new TFC positions and 34 closed out — a net gain of 37 holders — while 286 added to existing stakes and 249 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $109M. The largest seller was Carlson Capital, exiting entirely with an estimated $54.3M sold.
- 730 institutional investors held Truist Financial (TFC) as of Q2 2015, up from 701 in Q1 2015.
- Funds reported $18.5B of Truist Financial stock for Q2 2015, up 3.7% quarter-over-quarter.
- 71 funds opened new Truist Financial positions in Q2 2015 and 34 closed out, a net change of +37 holders.
- The largest Truist Financial buyer in Q2 2015 was Schroder Investment Management Group, an estimated $109M added.
- The largest Truist Financial seller in Q2 2015 was Carlson Capital, an estimated $54.3M sold.
Based on aggregated 13F filings for Q2 2015.