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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 %
ACM
676
AUA Capital Management
Pennsylvania
$324K +$324K +6,900 New
SI
677
SII Investments
Wisconsin
$322K -$3.76K -80 -1%
PG
678
Patten Group
Tennessee
$322K – – –
NFA
679
Nuveen Fund Advisors
Illinois
$322K +$322K +6,842 New
NIT
680
NumerixS Investment Technologies
British Columbia, Canada
$322K +$322K +6,851 New
AA
681
AlphaMark Advisors
Kentucky
$321K -$49.8K -1,060 -13%
WPW
682
Waldron Private Wealth
Pennsylvania
$319K -$490K -10,440 -61%
GIA
683
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
WA
684
WealthTrust Axiom
Pennsylvania
$318K +$188 +4 +0.1%
CCA
685
Checchi Capital Advisers
California
$318K +$36.7K +782 +13%
WSCM
686
Wellington Shields Capital Management
New York
$317K – – –
HFM
687
Hartford Financial Management
Connecticut
$314K +$141K +3,000 +82%
GEA
688
Glen Eagle Advisors
New Jersey
$310K +$310K +6,601 New
WPC
689
White Pine Capital
Minnesota
$308K – – –
HWA
690
Heritage Wealth Advisors
Virginia
$306K -$114K -2,425 -27%
Assenagon Asset Management
691
Assenagon Asset Management
Luxembourg
$305K +$305K +6,486 New
SB
692
Simmons Bank
Arkansas
$298K -$8.94K -190 -3%
HB
693
Homrich & Berg
Georgia
$297K +$23.3K +496 +9%
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$296K – – –
MMPW
695
Mitchell McLeod Pugh & Williams
Alabama
$295K – – –
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$295K +$295K +6,269 New
FMLI
697
Fukoku Mutual Life Insurance
Japan
$282K -$14.1K -300 -5%
BAS
698
Brown Advisory Securities
Maryland
$279K +$18.7K +398 +7%
SAM
699
Sawgrass Asset Management
Florida
$277K -$2.35K -50 -0.8%
PCMK
700
Paragon Capital Management (Kansas)
Kansas
$276K – – –
26 27
28
29 30