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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 %
EHWM
551
Eads & Heald Wealth Management
Georgia
$341K -$129K -3,620 -27%
PTC
552
Private Trust Company
Ohio
$340K -$6.82K -192 -2%
SLF
553
Sun Life Financial
Ontario, Canada
$338K -$210K -5,884 -38%
SFM
554
Signature Financial Management
Virginia
$330K +$31.8K +891 +11%
MHC
555
Meyer Handelman Company
New York
$324K – – –
AP
556
Advisor Partners
California
$323K +$30K +843 +10%
IAMOG
557
Investors Asset Management of Georgia
Georgia
$321K +$23.6K +665 +8%
LNC
558
Lincoln National Corp
Pennsylvania
$319K +$20.4K +572 +7%
FMBTD
559
First Midwest Bank Trust Division
Illinois
$319K +$319K +8,968 New
DADC
560
D.A. Davidson & Co
Montana
$318K +$314K +8,845 +7,625%
SSWM
561
Sheets Smith Wealth Management
North Carolina
$316K -$13.2K -371 -4%
BRWA
562
B. Riley Wealth Advisors
Florida
$314K +$29.7K +832 +10%
HIM
563
Hermes Investment Management
United Kingdom
$306K – – –
FA
564
FCG Advisors
New Jersey
$306K +$306K +8,598 New
Bessemer Group
565
Bessemer Group
New Jersey
$305K -$66.4K -1,866 -18%
Handelsbanken Fonder
566
Handelsbanken Fonder
Sweden
$302K – – –
GF
567
Gerstein Fisher
New York
$300K +$300K +8,415 New
DY
568
Dowling & Yahnke
California
$299K +$23.1K +650 +8%
WS
569
Wedbush Securities
California
$297K -$78.3K -2,200 -21%
SCM
570
Shelton Capital Management
Colorado
$296K +$81K +2,279 +38%
BPC
571
Banque Pictet & Cie
Switzerland
$292K – – –
PP
572
Patten & Patten
Tennessee
$287K +$287K +8,050 New
GF
573
Gabelli Funds
New York
$285K – – –
RB
574
Rodgers Brothers
Pennsylvania
$285K +$57.1K +1,606 +25%
WAM
575
Wealthspire Advisors (Maryland)
Maryland
$284K +$11.2K +315 +4%
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