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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 %
PP
626
Prudential plc
United Kingdom
$456K +$456K +9,695 New
CCP
627
Corient Capital Partners
California
$455K +$65.9K +1,403 +17%
IAMOG
628
Investors Asset Management of Georgia
Georgia
$437K +$11.8K +250 +3%
CFG
629
Citizens Financial Group
Rhode Island
$428K -$160K -3,415 -27%
MHC
630
Meyer Handelman Company
New York
$428K – – –
PTC
631
Private Trust Company
Ohio
$419K -$20.8K -442 -5%
FMBTD
632
First Midwest Bank Trust Division
Illinois
$415K -$6.58K -140 -2%
BW
633
Bison Wealth
Georgia
$414K – – –
FA
634
FCG Advisors
New Jersey
$413K – – –
JG
635
Jefferies Group
New York
$411K -$2.31M -49,019 -85%
HIM
636
Hermes Investment Management
United Kingdom
$404K – – –
WS
637
Wedbush Securities
California
$403K -$233K -4,949 -37%
SFM
638
Signature Financial Management
Virginia
$403K -$376 -8 -0.1%
SCM
639
Shelton Capital Management
Colorado
$401K +$9.41K +200 +2%
NA
640
NewEdge Advisors
Louisiana
$396K +$396K +8,423 New
Teacher Retirement System of Texas
641
Teacher Retirement System of Texas
Texas
$395K -$5.9M -125,514 -94%
SPIA
642
Steward Partners Investment Advisory
New York
$392K +$392K +8,345 New
GAM
643
Gotham Asset Management
New York
$383K +$383K +8,145 New
RBC
644
Ronald Blue & Co
Georgia
$377K -$183K -3,889 -33%
CCM
645
Cutler Capital Management
Massachusetts
$376K -$423K -9,000 -53%
GF
646
Gabelli Funds
New York
$376K – – –
BWA
647
Burt Wealth Advisors
Maryland
$374K – – –
CIA
648
CCM Investment Advisers
South Carolina
$370K -$141K -3,000 -28%
Koshinski Asset Management
649
Koshinski Asset Management
Illinois
$370K +$23.6K +501 +7%
OCM
650
Orleans Capital Management
Louisiana
$367K +$367K +7,803 New
24 25
26
27 28