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Truist Financial
TFC

Overview Fund Activity

729 hedge funds and large institutions have $18.5B invested in Truist Financial in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 286 increasing their positions, 249 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
+29
Holders Change %
+4.14%
% of All Funds
19.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.49%
New
71
Increased
286
Reduced
249
Closed
34
Calls
$128M
Puts
$75.4M
Net Calls
+$52.3M
Net Calls Change
+$286K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$130M
2
Capital Research Global Investors
Capital Research Global Investors
California
$699M
3
Citadel Advisors
Citadel Advisors
Florida
$51.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B
5
Boston Partners
Boston Partners
Massachusetts
$691M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$1.03B
2
CC
Carlson Capital
Texas
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$73M
4
Barclays
Barclays
United Kingdom
$13.7M
5
State Street
State Street
Massachusetts
$1.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
651
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.9K -$290 -7,195 -0.3%
SAMC
652
Shinko Asset Management Company
Japan
$85K -$4.94K -123 -5%
NSIM
653
North Star Investment Management
Illinois
$84K – – –
FPFS
654
First Personal Financial Services
North Carolina
$83K – – –
KA
655
Klingman & Associates
New York
$81K – – –
FANJ
656
Financial Architects (New Jersey)
New Jersey
$76K +$6.37K +206 +9%
CFG
657
CKW Financial Group
Hawaii
$74K – – –
TDC
658
Thompson Davis & Co
Virginia
$73K +$8.03K +200 +12%
FAM
659
Formidable Asset Management
Ohio
$68K – – –
AF
660
Allworth Financial
California
$66K – – –
S
661
SignatureFD
Georgia
$64K – – –
VFA
662
Virtus Fund Advisers
Connecticut
$63K – – –
AIM
663
Advantage Investment Management
Iowa
$61K +$8K +200 +15%
IPC
664
Independent Portfolio Consultants
Florida
$60K -$9.01K -224 -13%
NFG
665
Next Financial Group
Texas
$59K -$3.97K -100 -6%
AA
666
Apriem Advisors
California
$56K – – –
IR
667
IAT Reinsurance
New York
$56K – – –
OC
668
Oakworth Capital
Alabama
$55K – – –
CB
669
Community Bank
New York
$55K – – –
ED
670
Exane Derivatives
France
$54.4K +$54.4K +1,350 New
IMS
671
Index Management Solutions
Pennsylvania
$53K +$29.1K +716 +122%
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$51K -$4.16K -104 -8%
SSG
673
Summit Securities Group
New York
$49K +$49K +1,210 New
JIC
674
Joel Isaacson & Co
New York
$47K +$40 +1 +0.1%
IWM
675
Integrated Wealth Management
California
$47K +$3.66K +90 +8%
25 26
27
28 29