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Truist Financial
TFC

Overview Fund Activity

758 hedge funds and large institutions have $19.2B invested in Truist Financial in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 347 increasing their positions, 228 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
78
Increased
347
Reduced
228
Closed
69
Calls
$102M
Puts
$103M
Net Calls
-$921K
Net Calls Change
-$39.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$759M
2
Ameriprise
Ameriprise
Minnesota
+$197M
3
Capital International Investors
Capital International Investors
California
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$116M
5
American Century Companies
American Century Companies
Missouri
+$66.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$293M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$215M
3
Deutsche Bank
Deutsche Bank
Germany
-$44.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$37.2M
5
SO
STRS Ohio
Ohio
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
526
American National Registered Investment Advisor
Texas
$443K – – –
First Manhattan
527
First Manhattan
New York
$439K +$18.9K +532 +4%
FANJ
528
Financial Architects (New Jersey)
New Jersey
$438K +$385K +10,810 +731%
MCMT
529
Moon Capital Management (Tennessee)
Tennessee
$433K -$2.42K -68 -0.6%
PL
530
Parthenon LLC
Kentucky
$429K -$5.98K -168 -1%
HWA
531
Heritage Wealth Advisors
Virginia
$427K +$3.03K +85 +0.7%
SSB
532
Sandy Spring Bank
Maryland
$426K +$28K +785 +7%
FQ
533
First Quadrant
California
$415K +$363K +10,200 +695%
SFG
534
SevenBridge Financial Group
Pennsylvania
$411K +$411K +11,535 New
VNA
535
VNBTrust National Association
Virginia
$407K – – –
JPMPWA
536
J.P. Morgan Private Wealth Advisors
California
$400K -$305K -8,573 -43%
CIA
537
CCM Investment Advisers
South Carolina
$391K +$6.22K +175 +2%
AOWM
538
Alpha Omega Wealth Management
Virginia
$387K – – –
JWM
539
Jacobus Wealth Management
Wisconsin
$381K -$25.1K -706 -6%
BC
540
Bartlett & Co
Ohio
$381K – – –
SAMT
541
Select Asset Management & Trust
Pennsylvania
$377K -$107K -3,000 -22%
JIC
542
Johnson Investment Counsel
Ohio
$371K -$7.66K -215 -2%
MA
543
Marshwinds Advisory
Georgia
$366K -$31.6K -886 -8%
TSW
544
Thompson Siegel & Walmsley
Virginia
$366K – – –
CCT
545
Capital City Trust
Florida
$365K -$5.16K -145 -1%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$365K +$19.1K +535 +6%
QI
547
QS Investors
New York
$364K – – –
CNBT
548
Canandaigua National Bank & Trust
New York
$353K -$22.5K -632 -6%
NI
549
Numeric Investors
Massachusetts
$345K -$46.2K -1,300 -12%
BHBT
550
Burke & Herbert Bank & Trust
Virginia
$345K +$81.4K +2,288 +31%
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