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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
MWP
751
MYCIO Wealth Partners
Pennsylvania
$4K -$3.01K -80 -44%
CAW
752
Cornerstone Advisors (Washington)
Washington
$4K
PHK
753
Point72 Hong Kong
Hong Kong
$4K +$3.76K +100 New
RAM
754
Riggs Asset Management
Pennsylvania
$2K
RWA
755
Ropes Wealth Advisors
Massachusetts
$2K
PCP
756
Proficio Capital Partners
Massachusetts
$2K +$2.11K +56 New
N
757
Nuveen
North Carolina
$1.88K -$77.2K -2,053 -4%
WEC
758
Winslow Evans & Crocker
Massachusetts
$1.59K
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$88.4K -2,350 -99%
HA
760
Harfst & Associates
Wyoming
$1K
DPA
761
Delphi Private Advisors
California
$1K +$1.39K +37 New
Two Sigma Investments
762
Two Sigma Investments
New York
-$85M -2,258,763 Closed
Two Sigma Advisers
763
Two Sigma Advisers
New York
-$22.5M -630,865 Closed
AA
764
ALPS Advisors
Colorado
-$195K -547,977 Closed
AAMU
765
Amundi Asset Management US
Massachusetts
-$17M -478,077 Closed
Point72 Asset Management
766
Point72 Asset Management
Connecticut
-$12.8M -359,800 Closed
IEFM
767
IQ EQ Fund Management
Ireland
-$13.2M -342,782 Closed
ZA
768
Zweig Advisers
Connecticut
-$11.4M -321,000 Closed
AAM
769
Alpine Associates Management
Florida
-$10.4M -291,319 Closed
EAM
770
EverPoint Asset Management
Connecticut
-$8.9M -250,000 Closed
Millennium Management
771
Millennium Management
New York
-$8.35M -234,466 Closed
PP
772
PDT Partners
New York
-$7.4M -207,870 Closed
NG
773
NatWest Group
United Kingdom
-$6.64M -186,610 Closed
SCM
774
Stevens Capital Management
Pennsylvania
-$5.99M -168,368 Closed
BMCMI
775
Bryn Mawr Capital Management Inc
Pennsylvania
-$5.69M -159,733 Closed

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.