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Truist Financial
TFC

Overview Fund Activity

758 hedge funds and large institutions have $19.2B invested in Truist Financial in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 347 increasing their positions, 228 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
78
Increased
347
Reduced
228
Closed
69
Calls
$102M
Puts
$103M
Net Calls
-$921K
Net Calls Change
-$39.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$759M
2
Ameriprise
Ameriprise
Minnesota
+$197M
3
Capital International Investors
Capital International Investors
California
+$146M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$116M
5
American Century Companies
American Century Companies
Missouri
+$66.5M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$293M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$215M
3
Deutsche Bank
Deutsche Bank
Germany
-$44.4M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$37.2M
5
SO
STRS Ohio
Ohio
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
626
Westport Resources Management
Connecticut
$212K +$36.8K +1,032 +21%
WF
627
Welch & Forbes
Massachusetts
$211K +$211K +5,920 New
CWM
628
Concert Wealth Management
California
$210K +$210K +5,855 New
DT
629
Diversified Trust
Tennessee
$209K +$209K +5,855 New
PCMK
630
Paragon Capital Management (Kansas)
Kansas
$209K +$209K +5,890 New
EA
631
Euclid Advisors
Connecticut
$208K +$208K +5,830 New
LI
632
Lafayette Investments
Maryland
$207K +$207K +5,811 New
HIMC
633
Heritage Investors Management Corp
Maryland
$205K +$205K +5,759 New
AW
634
ACG Wealth
Georgia
$204K -$35.5K -996 -15%
AW
635
Alpha Windward
Massachusetts
$188K -$445K -12,493 -70%
AC
636
Alexandria Capital
Virginia
$186K +$2.53K +71 +1%
FNBT
637
FineMark National Bank & Trust
Florida
$185K -$58.5K -1,646 -24%
EWM
638
Evercore Wealth Management
New York
$184K -$48K -1,350 -21%
PAIA
639
Park Avenue Institutional Advisers
New York
$183K +$7.6K +213 +4%
OFS
640
Orrstown Financial Services
Pennsylvania
$174K +$43K +1,204 +33%
RCM
641
Riverhead Capital Management
Delaware
$171K -$2.14M -44,341 -93%
GWS
642
Glassman Wealth Services
Virginia
$169K – – –
HFM
643
Hartford Financial Management
Connecticut
$169K +$20.3K +573 +14%
SWA
644
Sutton Wealth Advisors
Florida
$168K +$19.3K +543 +13%
ARMT
645
Amica Retiree Medical Trust
Rhode Island
$165K – – –
DOA
646
D'Orazio & Associates
Virginia
$161K -$1.78K -50 -1%
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$147K +$124K +3,475 +528%
PAM
648
Paradigm Asset Management
New York
$146K +$17.7K +498 +14%
SC
649
SRB Corp
Massachusetts
$144K -$6.96K -196 -5%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$138K -$11.5K -323 -8%
24 25
26
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