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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B +$113M +3,244,045 +7%
Macquarie Group
2
Macquarie Group
Australia
$1.43B +$745M +21,315,220 +114%
State Street
3
State Street
Massachusetts
$1.26B +$46.8M +1,337,976 +4%
Dodge & Cox
4
Dodge & Cox
California
$881M -$342K -9,800 -0%
BIT
5
BlackRock Institutional Trust
California
$741M +$29.4M +841,468 +4%
LP
6
Longview Partners
Guernsey
$596M -$5.79M -165,600 -1%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$542M +$1.53M +43,787 +0.3%
BFA
8
BlackRock Fund Advisors
California
$443M +$24.7M +705,684 +6%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$442M +$4.54M +129,993 +1%
Capital International Investors
10
Capital International Investors
California
$433M +$143M +4,105,100 +51%
JP Morgan Chase
11
JP Morgan Chase
New York
$405M +$315K +9,006 +0.1%
Northern Trust
12
Northern Trust
Illinois
$401M +$30.4M +868,882 +8%
Invesco
13
Invesco
Georgia
$377M -$3.8M -108,626 -1%
Bank of America
14
Bank of America
North Carolina
$355M +$26M +744,705 +8%
Wells Fargo
15
Wells Fargo
California
$333M -$25.5M -730,768 -7%
Ameriprise
16
Ameriprise
Minnesota
$316M +$194M +5,544,943 +167%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$308M +$61.5M +1,759,394 +26%
BAM
18
Burgundy Asset Management
Ontario, Canada
$303M +$10.2M +292,798 +4%
Boston Partners
19
Boston Partners
Massachusetts
$248M -$288M -8,238,609 -54%
Capital Research Global Investors
20
Capital Research Global Investors
California
$236M -$36.6M -1,046,000 -14%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$234M +$10.3M +295,125 +5%
BG
22
BlackRock Group
United Kingdom
$216M +$11.2M +319,291 +6%
American Century Companies
23
American Century Companies
Missouri
$200M +$65.2M +1,867,148 +50%
Norges Bank
24
Norges Bank
Norway
$189M +$11.2M +320,889 +6%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$146M +$15M +429,035 +12%

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.