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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
SCM
76
Sterling Capital Management
North Carolina
$41.9M +$4.21M +120,554 +11%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$40.6M +$6.6M +188,879 +20%
Principal Financial Group
78
Principal Financial Group
Iowa
$40.4M +$2.73M +78,073 +7%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$39.5M +$1.18M +33,714 +3%
CS
80
Credit Suisse
Switzerland
$39.5M -$8.32M -238,025 -18%
JFL
81
Jarislowsky, Fraser Ltd
Quebec, Canada
$38.9M +$527K +15,093 +1%
BJ
82
BlackRock Japan
Japan
$38M +$2.52M +72,198 +7%
GT
83
Glenmede Trust
Pennsylvania
$32M +$2.79M +79,717 +10%
SDIC
84
South Dakota Investment Council
South Dakota
$31.6M -$1.15M -33,000 -4%
DLA
85
Douglas Lane & Associates
New York
$31.1M +$6.39M +182,960 +26%
State of Wisconsin Investment Board
86
State of Wisconsin Investment Board
Wisconsin
$30.9M -$23M -658,520 -43%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$29.6M +$1.7M +48,733 +6%
Barclays
88
Barclays
United Kingdom
$28.2M +$4.23M +121,092 +18%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$28.1M +$1.22M +35,025 +5%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$26.4M +$1.49M +42,701 +6%
WG
91
Winton Group
United Kingdom
$25.9M -$17.7M -507,243 -41%
First Trust Advisors
92
First Trust Advisors
Illinois
$25.7M +$9.38M +268,320 +59%
EAM
93
Eagle Asset Management
Florida
$24.9M -$1.02M -29,264 -4%
NFA
94
Nationwide Fund Advisors
Ohio
$23.7M +$6.36M +182,017 +38%
Canada Life
95
Canada Life
Manitoba, Canada
$22.7M +$6.09M +174,188 +38%
PTC
96
Philadelphia Trust Company
Pennsylvania
$22.7M -$1.44M -41,215 -6%
Nordea Investment Management
97
Nordea Investment Management
Sweden
$22.4M -$1.02M -29,185 -4%
WIC
98
Willis Investment Counsel
Georgia
$22.3M -$1.21M -34,520 -5%
KCM
99
Kornitzer Capital Management
Kansas
$21.9M +$992K +28,375 +5%
MIM
100
Montgomery Investment Management
Maryland
$21.5M +$2.47M +70,627 +13%

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.