Truist Financial
753 hedge funds and large institutions have $18.9B invested in Truist Financial in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 345 increasing their positions, 227 reducing their positions, and 52 closing their positions.
79% more call options, than puts
Call options by funds: $99.2M | Put options by funds: $55.3M
52% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 227
48% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 52
3% more funds holding
Funds holding: 730 → 753 (+23)
2% more capital invested
Capital invested by funds: $18.5B → $18.9B (+$387M)
0.97% less ownership
Funds ownership: 63.3% → 62.34% (-0.97%)
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$167M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$102M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$91.3M |
| 5 |
Two Sigma Investments
New York
|
+$86.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$241M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$125M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$60.1M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$55M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MUS
801
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$27K | -670 | Closed |
|
|
PR
802
Payden & Rygel
Los Angeles,
California
| – | -$9K | -230 | Closed |
|
|
ANBT
803
American National Bank & Trust
Wichita Falls,
Texas
| – | -$7K | -175 | Closed |
|
|
ST
804
Spot Trading
Chicago,
Illinois
| – | -$2.35K | -61 | Closed |
|
805
AssetMark Inc
Concord,
California
| – | +$116 | +3 | New |
|
|
BCMIO
806
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$116 | +3 | New |
|
TFC Hedge Fund Activity: Q3 2015 in Review
753 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2015, worth a combined $18.9B — up 2.1% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new TFC positions and 52 closed out — a net gain of 25 holders — while 345 added to existing stakes and 227 trimmed.
The largest buyer was Bank of America, adding an estimated $167M. The largest seller was JP Morgan Chase, cutting an estimated $241M.
- 753 institutional investors held Truist Financial (TFC) as of Q3 2015, up from 730 in Q2 2015.
- Funds reported $18.9B of Truist Financial stock for Q3 2015, up 2.1% quarter-over-quarter.
- 77 funds opened new Truist Financial positions in Q3 2015 and 52 closed out, a net change of +25 holders.
- The largest Truist Financial buyer in Q3 2015 was Bank of America, an estimated $167M added.
- The largest Truist Financial seller in Q3 2015 was JP Morgan Chase, an estimated $241M sold.
Based on aggregated 13F filings for Q3 2015.