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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 %
MA
551
Minerva Advisors
Pennsylvania
$760K -$109K -2,324 -13%
TTWM
552
TCV Trust & Wealth Management
Virginia
$759K -$20.1K -427 -3%
VKH
553
Virtu KCG Holdings
New York
$759K +$327K +6,949 +76%
TMAM
554
Tokio Marine Asset Management
Japan
$758K -$257K -5,463 -25%
CG
555
Caprock Group
Idaho
$748K +$748K +15,908 New
GHCM
556
Glen Harbor Capital Management
California
$747K +$747K +15,878 New
VFA
557
Voya Financial Advisors
Connecticut
$711K +$2.8K +60 +0.4%
BCM
558
BlueCrest Capital Management
Jersey
$705K -$6.1M -129,819 -90%
VF
559
Virtu Financial
New York
$705K +$705K +14,991 New
MWM
560
Modera Wealth Management
New Jersey
$702K +$702K +14,937 New
SACTSONJ
561
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$700K – – –
BCP
562
Blue Chip Partners
Michigan
$695K -$63.3K -1,347 -8%
LW
563
Linscomb Wealth
Texas
$686K +$9.08K +193 +1%
CTI
564
Community Trust & Investment
Kentucky
$682K -$14.1K -300 -2%
CIAS
565
Capital Investment Advisory Services
North Carolina
$682K +$682K +14,496 New
BHWM
566
Bar Harbor Wealth Management
New Hampshire
$681K +$8.7K +185 +1%
IFB
567
iAB Financial Bank
Indiana
$674K +$1.18K +25 +0.2%
BFEC
568
Benjamin F. Edwards & Company
Missouri
$670K +$230K +4,897 +52%
CBT
569
Central Bank & Trust
Kentucky
$640K -$61.8K -1,315 -9%
MNBTD
570
Moody National Bank Trust Division
Texas
$636K – – –
SSWM
571
Sheets Smith Wealth Management
North Carolina
$635K +$2.63K +56 +0.4%
JIC
572
Johnson Investment Counsel
Ohio
$630K -$10.2K -217 -2%
BRWA
573
B. Riley Wealth Advisors
Florida
$623K +$184K +3,909 +42%
LOAME
574
Lombard Odier Asset Management (Europe)
United Kingdom
$622K – – –
MCIM
575
Meadow Creek Investment Management
Georgia
$615K +$615K +13,076 New
21 22
23
24 25