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Truist Financial
TFC

Overview Fund Activity

759 hedge funds and large institutions have $16.4B invested in Truist Financial in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 315 increasing their positions, 253 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
83
Increased
315
Reduced
253
Closed
74
Calls
$88.6M
Puts
$50.3M
Net Calls
+$38.3M
Net Calls Change
-$4.45M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$268M
2
RRAM
River Road Asset Management
Kentucky
$86.8M
3
Macquarie Group
Macquarie Group
Australia
$623M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$408M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.54B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$378M
2
Capital Research Global Investors
Capital Research Global Investors
California
$255M
3
State Street
State Street
Massachusetts
$1.13B
4
Boston Partners
Boston Partners
Massachusetts
$506M
5
Fidelity International
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
576
Signature Financial Management
Virginia
$277K – – –
AI
577
Atria Investments
North Carolina
$276K +$276K +8,305 New
AP
578
Advisor Partners
California
$274K +$4.49K +135 +2%
Jane Street
579
Jane Street
New York
$274K +$55.1K +1,654 +25%
GVT
580
Genesee Valley Trust
New York
$273K -$166 -5 -0.1%
BPC
581
Banque Pictet & Cie
Switzerland
$273K +$273K +8,201 New
GF
582
Gabelli Funds
New York
$266K – – –
SCCM
583
Schafer Cullen Capital Management
New York
$265K -$133K -3,990 -33%
BRWA
584
B. Riley Wealth Advisors
Florida
$265K -$2.39K -72 -0.9%
BWA
585
Burt Wealth Advisors
Maryland
$264K – – –
MYAM
586
Meiji Yasuda Asset Management
Japan
$263K -$12.3K -370 -4%
VFP
587
Verus Financial Partners
Virginia
$263K -$11.4K -343 -4%
AA
588
AlphaMark Advisors
Kentucky
$262K – – –
DY
589
Dowling & Yahnke
California
$258K +$11.1K +335 +5%
DI
590
Diligent Investors
California
$257K – – –
WAM
591
Wealthspire Advisors (Maryland)
Maryland
$255K -$24.9K -746 -9%
CCM
592
Canal Capital Management
Virginia
$255K +$1.8K +54 +0.7%
SB
593
Simmons Bank
Arkansas
$255K +$255K +7,653 New
CHAM
594
Clear Harbor Asset Management
Connecticut
$253K +$253K +7,610 New
SFA
595
Stewardship Financial Advisors
Georgia
$251K – – –
SJL
596
Shayne & Jacobs LLC
Tennessee
$246K – – –
BHBT
597
Burke & Herbert Bank & Trust
Virginia
$246K – – –
Koshinski Asset Management
598
Koshinski Asset Management
Illinois
$245K +$67 +2 +0%
W
599
Wealthfront
California
$244K -$42.4K -1,276 -15%
ZIM
600
Zacks Investment Management
Illinois
$244K -$18K -542 -7%
22 23
24
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