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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
MAA
151
Matrix Asset Advisors
New York
$10.6M -$259K -7,414 -2%
HA
152
Heartland Advisors
Wisconsin
$10.3M +$433K +12,395 +4%
Allianz Asset Management
153
Allianz Asset Management
Germany
$10.3M -$1.31M -37,450 -11%
SOMRS
154
State of Michigan Retirement System
Michigan
$10.2M +$573K +16,400 +6%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$10.1M -$350K -10,025 -3%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$9.91M -$211M -6,040,016 -96%
1832 Asset Management
157
1832 Asset Management
Ontario, Canada
$9.8M +$6.38M +182,525 +191%
Comerica Bank
158
Comerica Bank
Texas
$9.58M -$240K -6,865 -3%
Stifel Financial
159
Stifel Financial
Missouri
$9.54M +$2.48M +71,049 +36%
WB
160
WesBanco Bank
West Virginia
$9.52M -$50.6K -1,447 -0.5%
IGIM
161
I.G. Investment Management
Manitoba, Canada
$9.52M +$342K +9,800 +4%
TPSF
162
Texas Permanent School Fund
Texas
$9.48M -$97.9K -2,802 -1%
NAM
163
NTV Asset Management
West Virginia
$9.25M -$4.47K -128 -0%
NEI
164
Northwest & Ethical Investments
Ontario, Canada
$9.2M -$143K -4,100 -2%
Credit Agricole
165
Credit Agricole
France
$9.2M +$2.5M +71,476 +38%
IEFM
166
IQ EQ Fund Management
Ireland
$9.18M -$339K -9,695 -4%
AG
167
Aperio Group
California
$9.07M +$1.37M +39,063 +18%
Canada Pension Plan Investment Board
168
Canada Pension Plan Investment Board
Ontario, Canada
$8.9M +$7.78M +222,510 +815%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$8.72M +$524K +15,000 +7%
Los Angeles Capital Management
170
Los Angeles Capital Management
California
$8.56M +$3.63M +103,834 +76%
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$8.53M +$323K +9,248 +4%
OCM
172
Olstein Capital Management
New York
$8.4M +$280K +8,000 +4%
SW
173
SVB Wealth
Massachusetts
$8.27M -$127K -3,648 -2%
MIS
174
Morningstar Investment Services
Illinois
$8.22M +$2.7M +77,307 +50%
CA
175
Cullinan Associates
Kentucky
$8.18M +$339K +9,700 +4%

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.