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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 %
PRCM
601
Pine River Capital Management
Minnesota
$525K -$390K -8,300 -43%
CNBT
602
Canandaigua National Bank & Trust
New York
$520K +$59.3K +1,263 +13%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$518K +$20.9K +446 +4%
TIA
604
Tandem Investment Advisors
South Carolina
$518K +$518K +11,011 New
MMG
605
Monetary Management Group
Missouri
$514K +$514K +10,925 New
GJIC
606
Gamble Jones Investment Counsel
California
$511K -$360K -7,653 -41%
SSB
607
Sandy Spring Bank
Maryland
$511K -$80.4K -1,709 -14%
SFM
608
Signet Financial Management
New Jersey
$508K – – –
FIB
609
First Interstate Bank
Montana
$507K -$6.1M -129,583 -92%
MYAM
610
Meiji Yasuda Asset Management
Japan
$506K +$9.86K +210 +2%
VHAM
611
Van Hulzen Asset Management
California
$503K -$1.85M -39,295 -79%
BC
612
Bartlett & Co
Ohio
$503K – – –
JWM
613
Jacobus Wealth Management
Wisconsin
$503K – – –
IH
614
IFC Holdings
Florida
$502K -$143K -3,029 -22%
PFS
615
Prospera Financial Services
Texas
$499K -$70.3K -1,498 -12%
II
616
IFM Investors
Australia
$493K +$493K +10,478 New
MWM
617
Meridian Wealth Management
Kentucky
$488K +$488K +10,371 New
TSW
618
Thompson Siegel & Walmsley
Virginia
$484K – – –
EP
619
Elkfork Partners
Oregon
$483K +$483K +10,274 New
QI
620
QS Investors
New York
$481K – – –
AP
621
Advisor Partners
California
$481K +$41.7K +886 +9%
DY
622
Dowling & Yahnke
California
$480K +$142K +3,027 +42%
MA
623
Marshwinds Advisory
Georgia
$472K +$517 +11 +0.1%
MC
624
Moors & Cabot
Massachusetts
$472K +$51K +1,089 +12%
AWM
625
Altavista Wealth Management
North Carolina
$468K -$81.4K -1,730 -15%
23 24
25
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