Truist Financial
867 hedge funds and large institutions have $25.1B invested in Truist Financial in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 311 increasing their positions, 311 reducing their positions, and 51 closing their positions.
169% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 51
160% more funds holding in top 10
Funds holding in top 10: 10 → 26 (+16)
29% more capital invested
Capital invested by funds: $19.5B → $25.1B (+$5.57B)
11% more call options, than puts
Call options by funds: $322M | Put options by funds: $290M
9% more funds holding
Funds holding: 793 → 867 (+74)
1.29% more ownership
Funds ownership: 64.5% → 65.79% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 311 | Existing positions reduced: 311
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$431M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$240M |
| 3 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$228M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$221M |
| 5 |
State Street
Boston,
Massachusetts
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$638M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$236M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$190M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$141M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$139M |
TFC Hedge Fund Activity: Q4 2016 in Review
867 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2016, worth a combined $25.1B — up 29% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new TFC positions and 51 closed out — a net gain of 86 holders — while 311 added to existing stakes and 311 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $431M. The largest seller was Longview Partners, exiting entirely with an estimated $638M sold.
- 867 institutional investors held Truist Financial (TFC) as of Q4 2016, up from 793 in Q3 2016.
- Funds reported $25.1B of Truist Financial stock for Q4 2016, up 29% quarter-over-quarter.
- 137 funds opened new Truist Financial positions in Q4 2016 and 51 closed out, a net change of +86 holders.
- The largest Truist Financial buyer in Q4 2016 was Capital Research Global Investors, an estimated $431M added.
- The largest Truist Financial seller in Q4 2016 was Longview Partners, an estimated $638M sold.
Based on aggregated 13F filings for Q4 2016.