Truist Financial
793 hedge funds and large institutions have $19.5B invested in Truist Financial in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 313 increasing their positions, 269 reducing their positions, and 30 closing their positions.
147% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 30
55% more call options, than puts
Call options by funds: $163M | Put options by funds: $106M
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
16% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 269
5% more funds holding
Funds holding: 758 → 793 (+35)
2% more capital invested
Capital invested by funds: $19.2B → $19.5B (+$328M)
0.81% less ownership
Funds ownership: 65.31% → 64.5% (-0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$195M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$85.6M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$77.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$54.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$54.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$770M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$271M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$64.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$63.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$49.8M |
TFC Hedge Fund Activity: Q3 2016 in Review
793 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2016, worth a combined $19.5B — up 1.7% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new TFC positions and 30 closed out — a net gain of 44 holders — while 313 added to existing stakes and 269 trimmed.
The largest buyer was Boston Partners, adding an estimated $195M. The largest seller was Macquarie Group, cutting an estimated $770M.
- 793 institutional investors held Truist Financial (TFC) as of Q3 2016, up from 758 in Q2 2016.
- Funds reported $19.5B of Truist Financial stock for Q3 2016, up 1.7% quarter-over-quarter.
- 74 funds opened new Truist Financial positions in Q3 2016 and 30 closed out, a net change of +44 holders.
- The largest Truist Financial buyer in Q3 2016 was Boston Partners, an estimated $195M added.
- The largest Truist Financial seller in Q3 2016 was Macquarie Group, an estimated $770M sold.
Based on aggregated 13F filings for Q3 2016.