TFC icon

Truist Financial
TFC

Overview Fund Activity

729 hedge funds and large institutions have $18.5B invested in Truist Financial in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 286 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+29
Holders Change %
+4.14%
% of All Funds
19.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
71
Increased
286
Reduced
249
Closed
34
Calls
$128M
Puts
$75.4M
Net Calls
+$52.3M
Net Calls Change
+$286K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$111M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$89.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$50.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$46.7M
5
Boston Partners
Boston Partners
Massachusetts
+$44.3M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$54.3M
2
CC
Carlson Capital
Texas
-$54.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$43.8M
4
Barclays
Barclays
United Kingdom
-$35.2M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
601
Yorktown Management & Research Company
Virginia
$234K – – –
PG
602
Patten Group
Tennessee
$232K – – –
FNBT
603
FineMark National Bank & Trust
Florida
$231K -$12.7K -315 -5%
EWM
604
Evercore Wealth Management
New York
$229K -$32.8K -816 -13%
BJL
605
Brighton Jones LLC
Washington
$227K +$2.98K +74 +1%
FMLI
606
Fukoku Mutual Life Insurance
Japan
$226K – – –
TCOTO
607
Trust Company of the Ozarks
Missouri
$226K +$12.1K +300 +6%
TYCC
608
Texas Yale Capital Corp
Florida
$225K – – –
HB
609
Homrich & Berg
Georgia
$224K +$605 +15 +0.3%
SNT
610
Security National Trust
West Virginia
$222K -$16.9K -419 -7%
HCM
611
Highlander Capital Management
New Jersey
$222K – – –
MBT
612
Montecito Bank & Trust
California
$221K – – –
PP
613
Patten & Patten
Tennessee
$221K – – –
AW
614
Alpha Windward
Massachusetts
$219K +$4.08K +101 +2%
PP
615
Prudential plc
United Kingdom
$218K +$218K +5,412 New
BWM
616
Braver Wealth Management
Massachusetts
$218K – – –
AI
617
Atria Investments
North Carolina
$217K -$5.88K -146 -3%
GF
618
Gerstein Fisher
New York
$216K -$16K -397 -7%
LRPA
619
L. Roy Papp & Associates
Arizona
$216K +$40 +1 +0%
SCM
620
Shelton Capital Management
Colorado
$212K – – –
AC
621
Alexandria Capital
Virginia
$212K +$605 +15 +0.3%
KA
622
KLCM Advisors
Wisconsin
$207K +$207K +5,140 New
WSC
623
Wellington Shields & Co
New York
$202K +$202K +5,000 New
SCA
624
STALEY CAPITAL ADVISERS
Pennsylvania
$202K +$202K +5,000 New
CT
625
Cambridge Trust
Massachusetts
$202K +$202K +5,001 New
23 24
25
26 27