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Truist Financial
TFC

Overview Fund Activity

759 hedge funds and large institutions have $16.4B invested in Truist Financial in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 315 increasing their positions, 253 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
83
Increased
315
Reduced
253
Closed
74
Calls
$88.6M
Puts
$50.3M
Net Calls
+$38.3M
Net Calls Change
-$4.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$268M
2
RRAM
2
River Road Asset Management
Kentucky
$86.8M
3
Macquarie Group
3
Macquarie Group
Australia
$623M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$408M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.54B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$378M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$255M
3
State Street
3
State Street
Massachusetts
$1.13B
4
Boston Partners
4
Boston Partners
Massachusetts
$506M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
651
Hartford Financial Management
Connecticut
$139K – – –
SWA
652
Sutton Wealth Advisors
Florida
$139K +$139K +4,169 New
MAM
653
Meeder Asset Management
Ohio
$138K -$136K -4,114 -50%
FCCM
654
First City Capital Management
Georgia
$133K – – –
ASN
655
Advisory Services Network
Georgia
$133K +$12K +361 +10%
GI
656
Gradient Investments
Minnesota
$129K – – –
WTB
657
Washington Trust Bank
Washington
$128K +$48.7K +1,470 +62%
SIG
658
Stanford Investment Group
California
$124K – – –
OFS
659
Orrstown Financial Services
Pennsylvania
$122K – – –
VNA
660
Valley National Advisers
Pennsylvania
$120K +$120K +3,611 New
PAM
661
Paradigm Asset Management
New York
$120K +$5.06K +152 +4%
S
662
SignatureFD
Georgia
$116K +$39.2K +1,182 +51%
HF
663
Hoxton Financial
West Virginia
$106K – – –
GLI
664
Guardian Life Insurance
New York
$96K -$27.1K -816 -22%
FPFS
665
First Personal Financial Services
North Carolina
$93K – – –
HI
666
Hudock Inc
Pennsylvania
$86K +$665 +20 +0.8%
IIC
667
Integrated Investment Consultants
Michigan
$86K +$86K +2,645 New
HDIM
668
Hanson & Doremus Investment Management
Vermont
$84K -$8.16K -245 -9%
BL
669
Balentine LLC
Georgia
$83K – – –
VCM
670
Versant Capital Management
Arizona
$78K -$11.9K -362 -13%
NEAM
671
New England Asset Management
Connecticut
$78K – – –
NC
672
Northpointe Capital
Michigan
$76K +$76K +2,282 New
NFG
673
Next Financial Group
Texas
$75K +$2.31K +70 +3%
ZB
674
Zions Bancorporation
Utah
$75K +$54.8K +1,622 +272%
WTC
675
WhitTier Trust Company
Nevada
$72K +$55K +1,650 +324%
25 26
27
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