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Truist Financial
TFC

Overview Fund Activity

793 hedge funds and large institutions have $19.5B invested in Truist Financial in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 313 increasing their positions, 269 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+35
Holders Change %
+4.62%
% of All Funds
21.19%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
74
Increased
313
Reduced
269
Closed
30
Calls
$163M
Puts
$106M
Net Calls
+$57.8M
Net Calls Change
+$58.7M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$197M
2
EIP
Epoch Investment Partners
New York
+$86.7M
3
American Century Companies
American Century Companies
Missouri
+$78.8M
4
State Street
State Street
Massachusetts
+$55.1M
5
Bank of America
Bank of America
North Carolina
+$54.9M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$780M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$274M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$64.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$64.1M
5
Wells Fargo
Wells Fargo
California
-$50.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
576
Banced Corp
Illinois
$400K +$400K +10,605 New
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$399K +$12.8K +339 +3%
MYAM
578
Meiji Yasuda Asset Management
Japan
$398K +$107K +2,850 +37%
TSW
579
Thompson Siegel & Walmsley
Virginia
$388K – – –
QI
580
QS Investors
New York
$386K – – –
Bessemer Group
581
Bessemer Group
New Jersey
$385K +$61.5K +1,628 +19%
MA
582
Marshwinds Advisory
Georgia
$378K -$8.82K -234 -2%
BC
583
Brinker Capital
Pennsylvania
$376K +$376K +9,971 New
CNBT
584
Canandaigua National Bank & Trust
New York
$370K -$3.85K -102 -1%
CCT
585
Capital City Trust
Florida
$368K -$19.4K -515 -5%
CIC
586
Chase Investment Counsel
Virginia
$364K +$364K +9,664 New
EHWM
587
Eads & Heald Wealth Management
Georgia
$361K – – –
PTC
588
Private Trust Company
Ohio
$353K -$8.15K -216 -2%
BRWA
589
B. Riley Wealth Advisors
Florida
$353K +$19.8K +523 +6%
AP
590
Advisor Partners
California
$352K +$9.87K +262 +3%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$352K +$75.3K +2,000 +27%
VKH
592
Virtu KCG Holdings
New York
$346K +$346K +9,186 New
MHC
593
Meyer Handelman Company
New York
$344K – – –
MC
594
Moors & Cabot
Massachusetts
$342K +$69.4K +1,826 +25%
IAMOG
595
Investors Asset Management of Georgia
Georgia
$341K +$415 +11 +0.1%
PBO
596
Peoples Bank (Ohio)
Ohio
$340K +$340K +9,011 New
QAM
597
Quantres Asset Management
Cayman Islands
$339K +$339K +9,000 New
SFG
598
SevenBridge Financial Group
Pennsylvania
$338K -$98.7K -2,607 -23%
FMBTD
599
First Midwest Bank Trust Division
Illinois
$338K – – –
HWA
600
Heritage Wealth Advisors
Virginia
$335K -$114K -3,039 -25%
22 23
24
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