TFC icon

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 %
EHWM
576
Eads & Heald Wealth Management
Georgia
$611K +$161K +3,423 +36%
SCCM
577
Schafer Cullen Capital Management
New York
$609K -$83.2K -1,770 -12%
DK
578
Darrell & King
Virginia
$607K +$607K +12,900 New
FNB
579
Farmers National Bank
Kentucky
$599K -$14.1K -300 -2%
CCA
580
Cobblestone Capital Advisors
New York
$589K +$84.1K +1,790 +17%
ANRIA
581
American National Registered Investment Advisor
Texas
$585K – – –
PL
582
Parthenon LLC
Kentucky
$579K +$12.7K +271 +2%
FANJ
583
Financial Architects (New Jersey)
New Jersey
$576K -$1.46K -31 -0.3%
EIA
584
Edgemoor Investment Advisors
Maryland
$575K -$84.6K -1,798 -13%
LG
585
Leuthold Group
Minnesota
$573K +$573K +12,180 New
DAS
586
Dynamic Advisor Solutions
Arizona
$566K -$4.19K -89 -0.7%
CL
587
CPWM LLC
Washington
$560K -$959K -20,380 -63%
BHBT
588
Burke & Herbert Bank & Trust
Virginia
$558K – – –
DAC
589
Dividend Assets Capital
South Carolina
$554K -$40.9K -870 -7%
FQ
590
First Quadrant
California
$549K -$3.25K -69 -0.6%
CIC
591
Crawford Investment Counsel
Georgia
$543K +$1.36K +29 +0.3%
FAAS
592
First Allied Advisory Services
California
$542K -$282 -6 -0.1%
SAM
593
Silvercrest Asset Management
New York
$541K -$3.15K -67 -0.6%
First Manhattan
594
First Manhattan
New York
$540K -$36.6K -780 -6%
VNA
595
VNBTrust National Association
Virginia
$537K – – –
PBO
596
Peoples Bank (Ohio)
Ohio
$532K +$108K +2,297 +25%
SFI
597
SPC Financial Inc
Maryland
$532K +$532K +11,311 New
PI
598
PHH Investments
Texas
$531K +$531K +11,245 New
FWCM
599
First Western Capital Management
California
$526K +$526K +11,194 New
CM
600
Cornerstone Management
Georgia
$526K -$450K -9,580 -46%
22 23
24
25 26