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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
APG Asset Management
101
APG Asset Management
Netherlands
$21.2M +$1.99M +57,000 +11%
ST
102
Sabal Trust
Florida
$21.1M +$855K +24,467 +4%
NIPH
103
NN Investment Partners Holdings
Netherlands
$20.1M +$1.32M +37,700 +7%
SCM
104
SKBA Capital Management
California
$19.6M -$426K -12,200 -2%
PI
105
PGGM Investments
Netherlands
$19.5M +$2.53M +72,273 +15%
EA
106
Emerald Acquisition
Washington
$19.5M +$19.1M +546,423 New
PC
107
PM Capital
Australia
$19.4M
ClearBridge Investments
108
ClearBridge Investments
New York
$19.3M -$101K -2,899 -0.5%
National Pension Service
109
National Pension Service
South Korea
$19.3M +$2.24M +64,014 +13%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$18.9M +$43.3K +1,240 +0.2%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.8M +$833K +23,847 +5%
M&T Bank
112
M&T Bank
New York
$18.7M +$526K +15,063 +3%
BIP
113
Brandes Investment Partners
California
$18.6M +$8M +228,882 +78%
VDI
114
Vaughan David Investments
Illinois
$18.2M +$261K +7,469 +1%
BCIM
115
British Columbia Investment Management
British Columbia, Canada
$18.1M +$2.36M +67,492 +15%
ACA
116
Anchor Capital Advisors
Massachusetts
$18.1M +$70K +2,003 +0.4%
UBS Group
117
UBS Group
Switzerland
$18M -$5.5M -157,330 -24%
Loomis, Sayles & Company
118
Loomis, Sayles & Company
Massachusetts
$17.9M -$1.75M -50,217 -9%
Aviva
119
Aviva
United Kingdom
$17.4M +$3.12M +89,317 +22%
SEI Investments
120
SEI Investments
Pennsylvania
$17.4M -$1.59M -45,468 -9%
Pzena Investment Management
121
Pzena Investment Management
New York
$17.1M +$16.8M +481,014 New
AQR Capital Management
122
AQR Capital Management
Connecticut
$16.8M -$4.67M -133,673 -22%
FMW
123
Farr Miller & Washington
District of Columbia
$16.6M +$14.2M +405,773 +676%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$16.5M -$2.6M -74,448 -14%
CB
125
Commerce Bank
Missouri
$16.3M -$83.3K -2,384 -0.5%

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.