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Truist Financial
TFC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
+74
Holders Change %
+9.33%
% of All Funds
21.71%
Holding in Top 10
26
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+160%
% of All Funds
0.65%
New
137
Increased
311
Reduced
311
Closed
51
Calls
$322M
Puts
$290M
Net Calls
+$31.3M
Net Calls Change
-$26.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$477M
2
EIP
Epoch Investment Partners
New York
+$265M
3
AIM
abrdn Investment Management
United Kingdom
+$253M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$244M
5
State Street
State Street
Massachusetts
+$158M

Top Sellers

1
LP
Longview Partners
Guernsey
-$638M
2
Boston Partners
Boston Partners
Massachusetts
-$261M
3
Capital International Investors
Capital International Investors
California
-$211M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$156M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
226
Charles D. Hyman
$7.27M +$2.65M +56,420 +58%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$7.12M -$1.9M -40,431 -21%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$7.04M -$251K -5,345 -3%
URS
229
Utah Retirement Systems
Utah
$7M – – –
PP
230
Palladium Partners
Virginia
$6.78M +$476K +10,117 +8%
WSFS
231
Wilmington Savings Fund Society
Delaware
$6.75M +$13.1K +279 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
232
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.75M -$1.79M -38,200 -21%
BF
233
BOK Financial
Oklahoma
$6.67M +$90.7K +1,928 +1%
OCM
234
Oakwood Capital Management
California
$6.55M -$220K -4,682 -3%
NCM
235
Novare Capital Management
North Carolina
$6.55M +$148K +3,140 +2%
EWA
236
EP Wealth Advisors
California
$6.5M +$6.5M +153,522 New
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$6.47M -$43.6K -928 -0.7%
SBWIC
238
Schaper Benz & Wise Investment Counsel
Wisconsin
$6.32M +$37.6K +800 +0.6%
SCA
239
Stonebridge Capital Advisors
Minnesota
$6.28M -$223K -4,733 -3%
SFS
240
Strategic Financial Services
New York
$6.21M -$109K -2,310 -2%
Victory Capital Management
241
Victory Capital Management
Texas
$6.19M +$887K +18,872 +17%
DILIC
242
Dai-ichi Life Insurance Company
Japan
$6.09M +$6.09M +129,452 New
WG
243
Winton Group
United Kingdom
$6.07M +$3.36M +71,423 +124%
CIP
244
Chartwell Investment Partners
Pennsylvania
$5.96M -$1.29M -27,505 -18%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$5.92M -$53.8K -1,146 -0.9%
RG
246
Rikoon Group
New Mexico
$5.77M +$186K +3,982 +3%
ECA
247
Endeavour Capital Advisors
Connecticut
$5.76M -$2.26M -47,961 -28%
NEI
248
Northwest & Ethical Investments
Ontario, Canada
$5.74M +$226K +4,798 +4%
LAM
249
Lebenthal Asset Management
New York
$5.69M -$28.5K -607 -0.5%
Nomura Asset Management
250
Nomura Asset Management
Japan
$5.65M +$635K +13,500 +13%
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