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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
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$5.83M -$28.1K -804 -0.5%
CFA
202
Carroll Financial Associates
North Carolina
$5.81M +$3K +86 +0.1%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$5.72M -$124K -3,554 -2%
KIC
204
Keating Investment Counselors
Florida
$5.69M +$178K +5,100 +3%
CCM
205
Catawba Capital Management
Virginia
$5.66M +$127K +3,633 +2%
BII
206
Bainco International Investors
Massachusetts
$5.55M +$202K +5,775 +4%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.54M +$1.04M +29,900 +24%
RJT
208
Raymond James Trust
Florida
$5.46M +$215K +6,163 +4%
MWAC
209
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.35M +$2.17M +62,163 +70%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$5.31M +$241K +6,900 +5%
URS
211
Utah Retirement Systems
Utah
$5.3M +$328K +9,400 +7%
CIP
212
Chartwell Investment Partners
Pennsylvania
$5.19M -$1.54M -44,077 -23%
OCM
213
Oakwood Capital Management
California
$5.15M +$122K +3,500 +2%
Jacobs Levy Equity Management
214
Jacobs Levy Equity Management
New Jersey
$5.04M +$21K +600 +0.4%
BF
215
BOK Financial
Oklahoma
$5.02M +$151K +4,325 +3%
FIB
216
First Interstate Bank
Montana
$4.98M +$123K +3,507 +3%
FBP
217
Flippin Bruce & Porter
Virginia
$4.95M +$331K +9,466 +7%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$4.95M -$197K -5,639 -4%
SFS
219
Strategic Financial Services
New York
$4.94M +$1.1M +31,485 +31%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.88M +$231K +6,600 +5%
PP
221
Palladium Partners
Virginia
$4.81M -$101K -2,894 -2%
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$4.78M +$198K +5,670 +4%
NCM
223
Novare Capital Management
North Carolina
$4.76M +$110K +3,147 +2%
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$4.75M +$493K +14,100 +12%
SBWIC
225
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.63M +$99.8K +2,855 +2%

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.