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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 %
MCM
676
Manchester Capital Management
Vermont
$71K – – –
SAMC
677
Shinko Asset Management Company
Japan
$70K – – –
AA
678
Apriem Advisors
California
$70K +$3.62K +109 +5%
FAM
679
Formidable Asset Management
Ohio
$68K -$8.67K -246 -11%
LWM
680
Lenox Wealth Management
Ohio
$68K – – –
KA
681
Klingman & Associates
New York
$67K – – –
IA
682
IFP Advisors
Florida
$59K -$2.58M -54,312 -98%
FPB
683
First PREMIER Bank
South Dakota
$59K +$8.04K +243 +16%
AF
684
Allworth Financial
California
$54K – – –
AIM
685
Advantage Investment Management
Iowa
$51K – – –
OC
686
Oakworth Capital
Alabama
$51K +$5.46K +165 +12%
BWP
687
Baldwin Wealth Partners
Massachusetts
$50K +$50K +1,500 New
FQ
688
First Quadrant
California
$49K – – –
GXMC
689
Global X Management Company
New York
$49K +$43.6K +1,300 +807%
FANJ
690
Financial Architects (New Jersey)
New Jersey
$49K +$49K +1,479 New
PH
691
Pinnacle Holdings
Oklahoma
$48K – – –
LWM
692
LBA Wealth Management
Florida
$47K -$47K -1,400 -50%
CFG
693
CKW Financial Group
Hawaii
$47K – – –
IR
694
IAT Reinsurance
New York
$47K – – –
CB
695
Community Bank
New York
$42K – – –
WA
696
WFG Advisors
Texas
$40K -$54.5K -1,644 -58%
WIC
697
Water Island Capital
New York
$40K -$20K -600 -33%
KTC
698
Kistler-Tiffany Companies
Pennsylvania
$39K – – –
JIC
699
Joel Isaacson & Co
New York
$39K +$33 +1 +0.1%
WC
700
Whitnell & Co
Illinois
$39K +$14.3K +430 +58%
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