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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$378M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$255M
3
State Street
3
State Street
Massachusetts
$1.13B
4
Boston Partners
4
Boston Partners
Massachusetts
$506M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
601
Birmingham Capital Management
Alabama
$243K – – –
VWM
602
Venturi Wealth Management
Texas
$240K +$240K +7,200 New
PAMG
603
Patton Albertson Miller Group
Tennessee
$233K -$26.6K -798 -10%
DSN
604
D. Scott Neal
Kentucky
$232K – – –
HCM
605
Highlander Capital Management
New Jersey
$231K – – –
AA
606
Alesco Advisors
New York
$231K +$231K +6,951 New
PG
607
Patten Group
Tennessee
$228K – – –
BFEC
608
Benjamin F. Edwards & Company
Missouri
$228K – – –
FNBT
609
FineMark National Bank & Trust
Florida
$228K +$4.5K +135 +2%
BB
610
Busey Bank
Illinois
$226K +$226K +6,800 New
SAM
611
Sawgrass Asset Management
Florida
$225K -$322K -9,700 -59%
WSCM
612
Wellington Shields Capital Management
New York
$225K – – –
GIA
613
Guyasuta Investment Advisors
Pennsylvania
$224K – – –
WA
614
WealthTrust Axiom
Pennsylvania
$224K +$133 +4 +0.1%
AW
615
ACG Wealth
Georgia
$223K +$223K +6,716 New
SI
616
SII Investments
Wisconsin
$221K +$3.41K +103 +2%
SHWM
617
Smith & Howard Wealth Management
Georgia
$221K +$33K +992 +18%
ICAS
618
Investors Capital Advisory Services
Massachusetts
$218K -$180K -5,425 -45%
WPC
619
White Pine Capital
Minnesota
$218K – – –
EWM
620
Evercore Wealth Management
New York
$217K +$44.9K +1,350 +26%
CCA
621
Checchi Capital Advisers
California
$214K -$16.8K -504 -7%
CM
622
Capital Management
Virginia
$213K – – –
RB
623
Rodgers Brothers
Pennsylvania
$213K +$213K +6,409 New
DW
624
Domani Wealth
Pennsylvania
$211K – – –
FMLI
625
Fukoku Mutual Life Insurance
Japan
$210K +$23.3K +700 +13%
23 24
25
26 27