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Truist Financial
TFC

Overview Fund Activity

867 hedge funds and large institutions have $25.1B invested in Truist Financial in 2016 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 311 increasing their positions, 311 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
867
Holders Change
+74
Holders Change %
+9.33%
% of All Funds
21.71%
Holding in Top 10
26
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+160%
% of All Funds
0.65%
New
137
Increased
311
Reduced
311
Closed
51
Calls
$322M
Puts
$290M
Net Calls
+$31.3M
Net Calls Change
-$26.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$477M
2
EIP
Epoch Investment Partners
New York
+$265M
3
AIM
abrdn Investment Management
United Kingdom
+$253M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$244M
5
State Street
State Street
Massachusetts
+$158M

Top Sellers

1
LP
Longview Partners
Guernsey
-$638M
2
Boston Partners
Boston Partners
Massachusetts
-$261M
3
Capital International Investors
Capital International Investors
California
-$211M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$156M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
526
Ameritas Investment Partners
Nebraska
$916K – – –
BA
527
Bridgewater Associates
Connecticut
$907K +$907K +19,300 New
Northwestern Mutual Wealth Management
528
Northwestern Mutual Wealth Management
Wisconsin
$899K +$899K +19,119 New
Voloridge Investment Management
529
Voloridge Investment Management
Florida
$884K +$884K +18,800 New
RMDI
530
R.M. Davis Inc
Maine
$883K +$98.5K +2,095 +13%
ID
531
Integral Derivatives
New York
$860K +$860K +18,300 New
SNT
532
Security National Trust
West Virginia
$857K +$227K +4,830 +36%
Bank of Nova Scotia
533
Bank of Nova Scotia
Ontario, Canada
$852K +$67.3K +1,430 +9%
BWAM
534
Boyd Watterson Asset Management
Ohio
$842K +$98K +2,084 +13%
GLRA
535
Gerald L. Ray & Associates
Texas
$841K +$560K +11,908 +199%
AT
536
Arden Trust
Delaware
$834K +$12.7K +271 +2%
CT
537
Cambridge Trust
Massachusetts
$832K – – –
PFM
538
Parsec Financial Management
North Carolina
$827K +$894 +19 +0.1%
AOWM
539
Alpha Omega Wealth Management
Virginia
$823K +$312K +6,642 +61%
Mariner
540
Mariner
Kansas
$814K +$814K +17,317 New
PI
541
Putnam Investments
Massachusetts
$807K -$18.6K -395 -2%
BBA
542
BLB&B Advisors
Pennsylvania
$804K +$47 +1 +0%
FP
543
FDO Partners
Massachusetts
$802K +$802K +17,055 New
Pacer Advisors
544
Pacer Advisors
Pennsylvania
$793K -$4.7K -100 -0.6%
CA
545
Clearstead Advisors
Ohio
$787K +$787K +16,728 New
W
546
Wealthfront
California
$783K +$63.2K +1,343 +9%
NIMI
547
Natixis Investment Managers International
France
$775K +$775K +16,474 New
CIA
548
Capital Investment Advisors
Georgia
$774K -$109K -2,316 -12%
WFG
549
Wills Financial Group
Virginia
$769K +$67.8K +1,442 +10%
JSL
550
JT Stratford LLC
Georgia
$764K +$764K +16,240 New
20 21
22
23 24