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Truist Financial
TFC

Overview Fund Activity

729 hedge funds and large institutions have $18.5B invested in Truist Financial in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 286 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+29
Holders Change %
+4.14%
% of All Funds
19.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
71
Increased
286
Reduced
249
Closed
34
Calls
$128M
Puts
$75.4M
Net Calls
+$52.3M
Net Calls Change
+$286K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$111M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$89.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
Boston Partners
Boston Partners
Massachusetts
+$44.3M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$54.3M
2
CC
Carlson Capital
Texas
-$54.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$43.8M
4
Barclays
Barclays
United Kingdom
-$35.2M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
526
Natixis
France
$436K -$758K -18,823 -63%
OAC
527
OMERS Administration Corp
Ontario, Canada
$435K -$84.6K -2,100 -16%
JWM
528
Jacobus Wealth Management
Wisconsin
$431K – – –
TSW
529
Thompson Siegel & Walmsley
Virginia
$426K -$30.2K -750 -7%
NIMI
530
Natixis Investment Managers International
France
$423K +$13.3K +331 +3%
William Blair & Company
531
William Blair & Company
Illinois
$422K -$20.1K -500 -5%
WPW
532
Waldron Private Wealth
Pennsylvania
$417K -$9.5K -236 -2%
ZIM
533
Zacks Investment Management
Illinois
$415K -$77K -1,909 -16%
B
534
BancorpSouth
Mississippi
$412K – – –
GF
535
Gabelli Funds
New York
$408K +$408K +10,126 New
CM
536
Capital Management
Virginia
$406K +$161 +4 +0%
WS
537
Wedbush Securities
California
$403K +$7.78K +193 +2%
VFS
538
VSR Financial Services
Kansas
$394K +$394K +9,766 New
JG
539
Jefferies Group
New York
$390K -$523K -12,997 -57%
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$390K +$12.3K +304 +3%
BHWM
541
Bar Harbor Wealth Management
New Hampshire
$379K -$1.29K -32 -0.3%
DI
542
Diligent Investors
California
$375K – – –
WSCM
543
Wellington Shields Capital Management
New York
$373K +$101K +2,500 +37%
TNB
544
Thomasville National Bank
Georgia
$372K – – –
MHC
545
Meyer Handelman Company
New York
$367K – – –
QI
546
QS Investors
New York
$360K -$44.4K -1,100 -11%
FNB
547
Farmers National Bank
Kentucky
$354K -$8.07K -200 -2%
LNWWM
548
Laird Norton Wetherby Wealth Management
California
$353K -$1.97K -49 -0.6%
JPMPWA
549
J.P. Morgan Private Wealth Advisors
California
$350K +$76K +1,886 +28%
HIM
550
Hermes Investment Management
United Kingdom
$347K – – –
20 21
22
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