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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 %
GWM
676
Gupta Wealth Management
California
$10K +$10K +251 New
PR
677
Payden & Rygel
California
$9K – – –
ECM
678
Estabrook Capital Management
New York
$8.77K – – –
SMG
679
Spectrum Management Group
Indiana
$8K -$58K -1,450 -88%
AWS
680
Aris Wealth Services
Pennsylvania
$8K +$8K +201 New
MWAN
681
Mariner Wealth Advisors (NYC)
Kansas
$8K +$8K +207 New
RA
682
Rational Advisors
New York
$7K -$811K -20,166 -99%
CPIG
683
Chicago Partners Investment Group
Illinois
$7K -$7K -180 -50%
HR
684
Howe & Rusling
New York
$7K – – –
AWM
685
Avior Wealth Management
Nebraska
$7K +$39 +1 +0.6%
TFO
686
Tarbox Family Office
California
$6K – – –
TCCM
687
Timber Creek Capital Management
Massachusetts
$6K – – –
CAW
688
Cornerstone Advisors (Washington)
Washington
$6K +$2.73K +72 +84%
CFSG
689
Community Financial Services Group
Vermont
$6K +$6K +145 New
CHP
690
Cable Hill Partners
Oregon
$5K – – –
VIA
691
Vantage Investment Advisors
Pennsylvania
$4K – – –
MWP
692
MYCIO Wealth Partners
Pennsylvania
$4K +$4K +100 New
AF
693
Arrow Financial
New York
$3K -$3K -87 -50%
IC
694
Intersect Capital
California
$3K – – –
AT
695
Arden Trust
Delaware
$2.18K +$1.53K +39,300 +238%
WEC
696
Winslow Evans & Crocker
Massachusetts
$1.64K – – –
HRIA
697
Haberer Registered Investment Advisor
Ohio
$1K – – –
Lazard Asset Management
698
Lazard Asset Management
New York
$1K +$1K +39 New
UB
699
UMB Bank
Missouri
$349 -$303 -7,771 -46%
WG
700
Welch Group
Alabama
$188 – – –
26 27
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