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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
CISOA
151
Capital Investment Services of America
Wisconsin
$11.4M +$102K +2,700 +0.9%
FWCM
152
Ferguson Wellman Capital Management
Oregon
$11.2M -$2.53M -67,365 -19%
GGI
153
Godsey & Gibb Inc
Virginia
$11.2M +$11.1M +296,398 New
CCM
154
Chilton Capital Management
Texas
$10.8M +$5.94M +157,797 +122%
Korea Investment Corp
155
Korea Investment Corp
South Korea
$10.7M +$335K +8,900 +3%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$10.7M +$232K +6,163 +2%
CIP
157
Chartwell Investment Partners
Pennsylvania
$10.7M -$1.02M -27,077 -9%
IP
158
Interval Partners
New York
$10.4M +$6.63M +176,214 +177%
TPSF
159
Texas Permanent School Fund
Texas
$10.4M -$111K -2,951 -1%
BTS
160
BB&T Securities
Virginia
$10.3M +$40.7K +1,082 +0.4%
WB
161
WesBanco Bank
West Virginia
$10.2M -$538K -14,299 -5%
TBA
162
Tower Bridge Advisors
Pennsylvania
$10.2M +$382K +10,167 +4%
SOMRS
163
State of Michigan Retirement System
Michigan
$10.1M +$75.2K +2,000 +0.8%
MIH
164
Madison Investment Holdings
Wisconsin
$9.86M -$96.1K -2,556 -1%
NAM
165
NTV Asset Management
West Virginia
$9.82M -$114K -3,030 -1%
ProShare Advisors
166
ProShare Advisors
Maryland
$9.82M +$949K +25,215 +11%
Comerica Bank
167
Comerica Bank
Texas
$9.8M -$1.46M -38,921 -12%
AIA
168
Avalon Investment & Advisory
Texas
$9.75M -$260K -6,906 -3%
SW
169
SVB Wealth
Massachusetts
$9.68M +$807K +21,459 +9%
CA
170
Cullinan Associates
Kentucky
$9.35M +$325K +8,650 +4%
Allianz Asset Management
171
Allianz Asset Management
Germany
$8.95M -$3.93M -104,516 -31%
CIC
172
Cornercap Investment Counsel
Georgia
$8.83M +$39.7K +1,055 +0.5%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$8.7M +$188K +5,000 +2%
AAM
174
Aberdeen Asset Management
United Kingdom
$8.62M +$1.1M +29,348 +14%
AG
175
Aperio Group
California
$8.51M +$175K +4,653 +2%

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.