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Truist Financial
TFC

Overview Fund Activity

700 hedge funds and large institutions have $17.9B invested in Truist Financial in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-26
Holders Change %
-3.58%
% of All Funds
18.67%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
49
Increased
278
Reduced
248
Closed
66
Calls
$114M
Puts
$62.1M
Net Calls
+$52M
Net Calls Change
+$19.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$626M
2
Capital International Investors
Capital International Investors
California
$232M
3
Wells Fargo
Wells Fargo
California
$395M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
5
CC
Carlson Capital
Texas
$54.3M

Top Sellers

1
State Street
State Street
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Invesco
Invesco
Georgia
$403M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
626
Saiers Capital
New York
$74K -$42.8K -1,100 -37%
CFG
627
CKW Financial Group
Hawaii
$71K +$5.7K +148 +9%
FANJ
628
Financial Architects (New Jersey)
New Jersey
$68K +$40.8K +1,350 +150%
IPC
629
Independent Portfolio Consultants
Florida
$67K -$32.3K -826 -32%
FAM
630
Formidable Asset Management
Ohio
$66K – – –
AF
631
Allworth Financial
California
$64K +$64K +1,630 New
TDC
632
Thompson Davis & Co
Virginia
$63K +$5.18K +133 +9%
S
633
SignatureFD
Georgia
$62K – – –
VFA
634
Virtus Fund Advisers
Connecticut
$61K -$32.5K -831 -35%
NFG
635
Next Financial Group
Texas
$61K +$7.7K +200 +14%
OSNBOA
636
Old Second National Bank of Aurora
Illinois
$58K – – –
AA
637
Apriem Advisors
California
$55K – – –
IR
638
IAT Reinsurance
New York
$55K – – –
CB
639
Community Bank
New York
$54K -$130K -3,300 -71%
EFSCE
640
Enterprise Financial Services Corp (EFSC)
Missouri
$54K – – –
OC
641
Oakworth Capital
Alabama
$53K – – –
AIM
642
Advantage Investment Management
Iowa
$52K – – –
JIC
643
Joel Isaacson & Co
New York
$46K -$7.21K -184 -14%
DAM
644
Delta Asset Management
Tennessee
$46K -$3.52K -90 -7%
FFC
645
First Financial Corp
Indiana
$44K – – –
IWM
646
Integrated Wealth Management
California
$41K +$41K +1,067 New
PH
647
Pinnacle Holdings
Oklahoma
$35.1K – – –
SFPIA
648
Stevens First Principles Investment Advisors
California
$35K – – –
WA
649
Waverly Advisors
Alabama
$31K – – –
MA
650
MCF Advisors
Kentucky
$30K +$195 +5 +0.7%
24 25
26
27 28