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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
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$6.34M +$7.64K +203 +0.1%
FG
202
FSI Group
Ohio
$6.32M +$917K +24,375 +17%
CCT
203
Chemung Canal Trust
New York
$6.15M +$1.41M +37,541 +30%
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$6.09M +$201K +5,352 +3%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$6.06M +$66.6K +1,771 +1%
KIC
206
Keating Investment Counselors
Florida
$6.06M -$13.2K -350 -0.2%
LCM
207
Logan Capital Management
Pennsylvania
$5.99M +$70.9K +1,885 +1%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$5.99M -$73.1K -1,942 -1%
FAF
209
Fjarde Ap-fonden
Sweden
$5.93M +$161K +4,283 +3%
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$5.61M +$280K +7,443 +5%
CFA
211
Carroll Financial Associates
North Carolina
$5.59M +$209K +5,547 +4%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$5.55M +$2.06M +54,769 +59%
NEI
213
Northwest & Ethical Investments
Ontario, Canada
$5.53M
CCM
214
Catawba Capital Management
Virginia
$5.52M -$17.7K -470 -0.3%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$5.46M +$22.6K +600 +0.4%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$5.45M -$29M -771,199 -84%
BII
217
Bainco International Investors
Massachusetts
$5.37M +$56.4K +1,500 +1%
OCM
218
Oakwood Capital Management
California
$5.26M +$92.2K +2,450 +2%
URS
219
Utah Retirement Systems
Utah
$5.26M +$11.3K +300 +0.2%
ISL
220
Ingalls & Snyder LLC
New York
$5.23M +$1.11M +29,567 +27%
BF
221
BOK Financial
Oklahoma
$5.18M -$69.7K -1,853 -1%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$5.16M -$22.6K -600 -0.4%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$5.13M +$5.11M +135,801 New
FIB
224
First Interstate Bank
Montana
$5.03M +$21.7K +577 +0.4%
CCM
225
Cadence Capital Management
Massachusetts
$5.02M -$1.23M -32,607 -20%

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.