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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
$626M
2
Capital International Investors
Capital International Investors
California
$232M
3
Wells Fargo
Wells Fargo
California
$395M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
5
CC
Carlson Capital
Texas
$54.3M

Top Sellers

1
State Street
State Street
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Invesco
Invesco
Georgia
$403M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$109M -$5.92M -151,879 -5%
CI
27
Cambiar Investors
Colorado
$109M +$11.2M +287,733 +11%
BGC
28
Beutel, Goodman & Co
Ontario, Canada
$108M +$5.51M +179,249 +5%
TCIM
29
TIAA CREF Investment Management
New York
$108M +$18.7M +480,337 +21%
T
30
Thomaspartners
Massachusetts
$104M +$8.25M +211,654 +9%
BTS
31
BB&T Securities
Virginia
$103M +$1.99M +5,098 +2%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$101M -$83.1M -2,130,664 -45%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$96.6M -$610K -15,640 -0.6%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$92.7M +$10.4M +266,886 +13%
Goldman Sachs
35
Goldman Sachs
New York
$92.3M -$23.5M -603,944 -20%
UBS AM
36
UBS AM
Illinois
$90.5M -$5.08M -130,327 -5%
DRZID
37
DePrince Race & Zollo Inc (DRZ)
Florida
$89.8M -$4.09M -104,823 -4%
Deutsche Bank
38
Deutsche Bank
Germany
$81.2M +$18.3M +468,674 +29%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$76.7M -$298K -7,634 -0.4%
Morgan Stanley
40
Morgan Stanley
New York
$76.4M +$1.98M +50,748 +3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$75.1M – – –
AAMU
42
Amundi Asset Management US
Massachusetts
$74.2M +$184K +4,709 +0.2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$71.7M +$6.68M +171,405 +10%
SO
44
STRS Ohio
Ohio
$71.3M -$518K -13,296 -0.7%
Charles Schwab
45
Charles Schwab
California
$71M +$2.68M +68,797 +4%
BlackRock
46
BlackRock
New York
$70.7M +$8.44M +216,366 +14%
American Century Companies
47
American Century Companies
Missouri
$69.8M -$3.93M -100,768 -5%
MAA
48
Managed Account Advisors
New Jersey
$67.9M +$2.48M +63,716 +4%
USAA
49
United Services Automobile Association
Texas
$62.3M +$925K +23,712 +2%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$61.7M +$3.98M +102,000 +7%
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