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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
LTI
1
Laffer Tengler Investments
Tennessee
$1.84B
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B +$42.5M +1,130,420 +3%
State Street
3
State Street
Massachusetts
$1.37B +$136M +3,617,018 +11%
Dodge & Cox
4
Dodge & Cox
California
$908M -$42.2M -1,122,655 -4%
BIT
5
BlackRock Institutional Trust
California
$753M +$2.1M +55,704 +0.3%
Boston Partners
6
Boston Partners
Massachusetts
$638M -$5.36M -142,598 -0.8%
Macquarie Group
7
Macquarie Group
Australia
$617M +$7.94M +211,124 +1%
LP
8
Longview Partners
Guernsey
$602M +$42.4M +1,128,112 +8%
JP Morgan Chase
9
JP Morgan Chase
New York
$540M +$3.29M +87,520 +0.6%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$538M -$7.09M -188,565 -1%
BFA
11
BlackRock Fund Advisors
California
$444M +$30.1M +799,876 +7%
Invesco
12
Invesco
Georgia
$400M -$45M -1,195,523 -10%
Northern Trust
13
Northern Trust
Illinois
$392M +$3.22M +85,540 +0.8%
Wells Fargo
14
Wells Fargo
California
$390M -$1.61M -42,848 -0.4%
Capital Research Global Investors
15
Capital Research Global Investors
California
$389M -$265M -7,051,000 -41%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$385M +$279M +7,408,128 +268%
Bank of America
17
Bank of America
North Carolina
$361M +$40M +1,063,900 +13%
BAM
18
Burgundy Asset Management
Ontario, Canada
$315M +$9.21M +244,852 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$269M -$12.1M -322,118 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$234M +$2.47M +65,740 +1%
BG
21
BlackRock Group
United Kingdom
$217M -$30.3K -805 -0%
Norges Bank
22
Norges Bank
Norway
$188M +$10.1M +269,166 +6%
Capital International Investors
23
Capital International Investors
California
$167M
LSV Asset Management
24
LSV Asset Management
Illinois
$156M -$7.48M -198,789 -5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$139M -$54.3M -1,444,310 -28%

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.