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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
Canada Life
126
Canada Life
Manitoba, Canada
$16.8M -$169K -4,502 -1%
Axa
127
Axa
France
$16.6M +$775K +20,600 +5%
SIC
128
Schwartz Investment Counsel
Michigan
$16.1M
MAA
129
Matrix Asset Advisors
New York
$16.1M -$7.2M -191,514 -31%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$15.9M -$271K -7,194 -2%
Aviva
131
Aviva
United Kingdom
$15.8M +$97.3K +2,586 +0.6%
BCIM
132
British Columbia Investment Management
British Columbia, Canada
$15.7M +$887K +23,575 +6%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$15.5M -$609K -16,200 -4%
ERSOT
134
Employees Retirement System of Texas
Texas
$15.4M -$150K -4,000 -1%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$15.3M -$1.33M -35,241 -8%
UOC
136
UBS O'Connor
Illinois
$15.3M +$11.5M +305,399 +309%
IG
137
ING Group
Netherlands
$14.5M +$169K +4,494 +1%
AIG
138
American International Group
New York
$14.1M +$217K +5,776 +2%
SIC
139
Salem Investment Counselors
North Carolina
$14.1M -$48.5K -1,289 -0.3%
Citigroup
140
Citigroup
New York
$13.2M +$7.26M +193,085 +124%
HighTower Advisors
141
HighTower Advisors
Illinois
$13.1M +$2.26M +60,098 +21%
HA
142
Heartland Advisors
Wisconsin
$13M -$1.21M -32,133 -9%
NPPM
143
North Point Portfolio Managers
Ohio
$12.9M -$677 -18 -0%
BA
144
BlackRock Advisors
Delaware
$12.5M +$394K +10,482 +3%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$12.3M +$242K +6,425 +2%
GG
146
Gofen & Glossberg
Illinois
$12.2M +$173K +4,605 +1%
US Bancorp
147
US Bancorp
Minnesota
$12.1M +$509K +13,534 +4%
Envestnet Asset Management
148
Envestnet Asset Management
Illinois
$12M +$1.03M +27,260 +9%
SB
149
Suntrust Banks
Georgia
$12M -$626K -16,638 -5%
ACI
150
AMP Capital Investors
Australia
$11.8M +$1.57M +41,720 +16%

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.