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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 %
GVT
551
Genesee Valley Trust
New York
$345K -$19.7K -487 -5%
PP
552
Paloma Partners
Connecticut
$344K +$344K +8,539 New
WF
553
Welch & Forbes
Massachusetts
$332K +$2.82K +70 +0.9%
ASN
554
Advisory Services Network
Georgia
$331K -$133K -3,235 -29%
VFP
555
Verus Financial Partners
Virginia
$331K +$605 +15 +0.2%
DSN
556
D. Scott Neal
Kentucky
$322K – – –
BWA
557
Burt Wealth Advisors
Maryland
$321K – – –
AW
558
ACG Wealth
Georgia
$315K +$646 +16 +0.2%
AP
559
Advisor Partners
California
$315K +$10.4K +267 +3%
PAMG
560
Patton Albertson Miller Group
Tennessee
$314K -$7.85K -195 -2%
BHIA
561
Birch Hill Investment Advisors
Massachusetts
$313K -$10.1K -250 -3%
DWA
562
Douglass Winthrop Advisors
New York
$312K – – –
LNC
563
Lincoln National Corp
Pennsylvania
$312K +$63.1K +1,530 +25%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$310K +$14.1K +350 +5%
PTC
565
Philadelphia Trust Company
Pennsylvania
$309K +$309K +12,437 New
SIG
566
Schooner Investment Group
Pennsylvania
$308K -$103K -2,500 -25%
SFM
567
Signature Financial Management
Virginia
$304K -$25.9K -640 -8%
CCM
568
Canal Capital Management
Virginia
$304K +$2.09K +52 +0.7%
AGM
569
Alpine Global Management
New York
$304K +$304K +7,530 New
SI
570
SII Investments
Wisconsin
$301K -$16.1K -426 -5%
FA
571
FMA Advisory
Pennsylvania
$299K +$299K +7,418 New
SJL
572
Shayne & Jacobs LLC
Tennessee
$298K – – –
BCM
573
Birmingham Capital Management
Alabama
$295K – – –
FWIA
574
Fort Washington Investment Advisors
Ohio
$290K +$20.4K +506 +8%
ACM
575
Argyle Capital Management
Pennsylvania
$285K +$3.1K +77 +1%
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