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Truist Financial
TFC

Overview Fund Activity

759 hedge funds and large institutions have $16.4B invested in Truist Financial in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 315 increasing their positions, 253 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
83
Increased
315
Reduced
253
Closed
74
Calls
$88.6M
Puts
$50.3M
Net Calls
+$38.3M
Net Calls Change
-$4.45M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$268M
2
RRAM
River Road Asset Management
Kentucky
$86.8M
3
Macquarie Group
Macquarie Group
Australia
$623M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$408M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.54B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$378M
2
Capital Research Global Investors
Capital Research Global Investors
California
$255M
3
State Street
State Street
Massachusetts
$1.13B
4
Boston Partners
Boston Partners
Massachusetts
$506M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
526
Crawford Investment Counsel
Georgia
$445K +$37.8K +1,138 +9%
EHWM
527
Eads & Heald Wealth Management
Georgia
$439K -$13.8K -415 -3%
WWM
528
Willingdon Wealth Management
North Carolina
$434K -$1.54M -46,361 -78%
ECM
529
Everence Capital Management
Indiana
$434K – – –
LMIM
530
Lockheed Martin Investment Management
Maryland
$433K +$433K +13,000 New
VRS
531
Virginia Retirement System
Virginia
$421K +$421K +12,650 New
BHWM
532
Bar Harbor Wealth Management
New Hampshire
$418K +$11.2K +335 +3%
ANRIA
533
American National Registered Investment Advisor
Texas
$414K – – –
CIS
534
Capital International Sarl
California
$413K – – –
CCM
535
Chilton Capital Management
Texas
$409K -$9.13M -274,553 -96%
MCMT
536
Moon Capital Management (Tennessee)
Tennessee
$407K – – –
TNB
537
Thomasville National Bank
Georgia
$406K -$6.49K -195 -2%
PL
538
Parthenon LLC
Kentucky
$406K – – –
HWA
539
Heritage Wealth Advisors
Virginia
$397K -$267 -8 -0.1%
VFA
540
Voya Financial Advisors
Connecticut
$397K +$2.72K +81 +0.7%
First Manhattan
541
First Manhattan
New York
$393K – – –
RBC
542
Ronald Blue & Co
Georgia
$391K -$94.2K -2,831 -19%
GC
543
Grimes & Company
Massachusetts
$383K +$383K +11,526 New
VNA
544
VNBTrust National Association
Virginia
$380K – – –
JWM
545
Jacobus Wealth Management
Wisconsin
$380K +$23.5K +706 +7%
NIMI
546
Natixis Investment Managers International
France
$379K +$379K +11,379 New
Voloridge Investment Management
547
Voloridge Investment Management
Florida
$375K +$375K +11,280 New
MA
548
Marshwinds Advisory
Georgia
$371K -$16.2K -486 -4%
SSB
549
Sandy Spring Bank
Maryland
$371K – – –
Millennium Management
550
Millennium Management
New York
$371K +$371K +11,165 New
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