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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$16.1M +$394K +11,282 +3%
Axa
127
Axa
France
$15.4M +$3.69M +105,600 +32%
PAMU
128
Pictet Asset Management (UK)
United Kingdom
$15.4M +$489K +14,000 +3%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$15.2M +$590K +16,873 +4%
SIC
130
Schwartz Investment Counsel
Michigan
$15.2M
AAM
131
Aberdeen Asset Management
United Kingdom
$15.1M +$7.02M +200,964 +90%
AIG
132
American International Group
New York
$15M +$1.86M +53,153 +14%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$14.9M +$720K +20,593 +5%
HA
134
Homestead Advisers
Virginia
$14.2M +$14M +400,000 New
BA
135
BlackRock Advisors
Delaware
$12.7M +$472K +13,520 +4%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$12.3M +$671K +19,190 +6%
SB
137
Suntrust Banks
Georgia
$12.1M +$1.21M +34,759 +11%
AIA
138
Avalon Investment & Advisory
Texas
$11.9M +$795K +22,760 +7%
NPPM
139
North Point Portfolio Managers
Ohio
$11.8M -$327K -9,366 -3%
ECA
140
Endeavour Capital Advisors
Connecticut
$11.7M -$4.21M -120,448 -27%
ACI
141
AMP Capital Investors
Australia
$11.5M +$1.33M +38,071 +13%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$11.5M -$568K -16,265 -5%
US Bancorp
143
US Bancorp
Minnesota
$11.3M -$934K -26,738 -8%
GG
144
Gofen & Glossberg
Illinois
$11.2M -$175K -5,002 -2%
SIC
145
Salem Investment Counselors
North Carolina
$11M -$99.1K -2,835 -0.9%
BTS
146
BB&T Securities
Virginia
$10.8M +$535K +15,310 +5%
GGI
147
Godsey & Gibb Inc
Virginia
$10.8M +$84K +2,405 +0.8%
MIH
148
Madison Investment Holdings
Wisconsin
$10.8M +$693K +19,820 +7%
TBA
149
Tower Bridge Advisors
Pennsylvania
$10.7M -$1.48M -42,335 -12%
CISOA
150
Capital Investment Services of America
Wisconsin
$10.7M -$106K -3,030 -1%

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.