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Truist Financial
TFC

Overview Fund Activity

700 hedge funds and large institutions have $17.9B invested in Truist Financial in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-26
Holders Change %
-3.58%
% of All Funds
18.67%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
49
Increased
278
Reduced
248
Closed
66
Calls
$114M
Puts
$62.1M
Net Calls
+$52M
Net Calls Change
+$19.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$104M
2
Capital International Investors
Capital International Investors
California
+$102M
3
Wells Fargo
Wells Fargo
California
+$91.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$54.6M
5
CC
Carlson Capital
Texas
+$54.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$85.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$83.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.2M
4
Invesco
Invesco
Georgia
-$33.1M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHFB
276
Dixon Hubard Feinour & Brown
Virginia
$2.96M -$273 -7 -0%
CWP
277
Capital Wealth Planning
Florida
$2.92M -$242K -6,205 -8%
DC
278
Deere & Company
Illinois
$2.86M – – –
Creative Planning
279
Creative Planning
Kansas
$2.85M +$13.5K +346 +0.5%
FCBT
280
First Citizens Bank & Trust
North Carolina
$2.84M +$2.84M +72,839 New
GH
281
GAM Holding
Switzerland
$2.82M +$36.2K +928 +1%
Brown Advisory
282
Brown Advisory
Maryland
$2.78M -$9.36K -240 -0.3%
UBWV
283
United Bank (West Virginia)
West Virginia
$2.77M – – –
GIM
284
Goelzer Investment Management
Indiana
$2.76M -$1.1M -28,330 -29%
LMGAM
285
Liberty Mutual Group Asset Management
Massachusetts
$2.75M +$1.91K +49 +0.1%
SI
286
Stephens Inc
Arkansas
$2.73M -$105K -2,691 -4%
Asset Management One
287
Asset Management One
Japan
$2.71M – – –
FA
288
FDx Advisors
Illinois
$2.68M +$1.43M +45,105 +115%
SM
289
Salzhauer Michael
$2.67M +$224K +5,749 +9%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$2.67M +$165K +4,229 +7%
BG
291
Bahl & Gaynor
Ohio
$2.66M -$2.83M -72,503 -52%
UOC
292
UBS O'Connor
Illinois
$2.63M +$2.19M +56,263 +501%
SAM
293
Securian Asset Management
Minnesota
$2.62M +$74.7K +1,916 +3%
NLI
294
Nippon Life Insurance
Japan
$2.6M -$156K -4,003 -6%
BCM
295
Brookstone Capital Management
Illinois
$2.6M +$978K +25,094 +61%
OC
296
Oppenheimer & Co
New York
$2.58M +$1.37M +35,139 +113%
HPC
297
HM Payson & Co
Maine
$2.57M -$42.7K -1,094 -2%
LS
298
Livforsakringsbolaget Skandia
Sweden
$2.57M -$565K -14,500 -18%
QCMC
299
Quantum Capital Management (California)
California
$2.55M +$750K +19,610 +42%
BCA
300
Bray Capital Advisors
Florida
$2.53M +$112K +2,880 +5%
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