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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 %
GAM
701
Gemmer Asset Management
California
$13K – – –
CCMW
702
Cypress Capital Management (Wyoming)
Wyoming
$12.1K – – –
CFA
703
CT Financial Advisors
Pennsylvania
$12.1K – – –
DA
704
Dunvegan Associates
California
$12K – – –
PMFA
705
Plante Moran Financial Advisors
Michigan
$11K – – –
EWM
706
Edge Wealth Management
New York
$11K – – –
ECM
707
Estabrook Capital Management
New York
$9.07K – – –
PR
708
Payden & Rygel
California
$9K – – –
AWS
709
Aris Wealth Services
Pennsylvania
$8K – – –
SMG
710
Spectrum Management Group
Indiana
$8K – – –
RA
711
Rational Advisors
New York
$7K – – –
TCCM
712
Timber Creek Capital Management
Massachusetts
$7K – – –
AWM
713
Avior Wealth Management
Nebraska
$7K +$39 +1 +0.6%
HR
714
Howe & Rusling
New York
$7K +$378 +10 +6%
MWP
715
MYCIO Wealth Partners
Pennsylvania
$7K +$3.11K +80 +80%
ANBT
716
American National Bank & Trust
Texas
$7K +$7K +175 New
CAW
717
Cornerstone Advisors (Washington)
Washington
$6K – – –
TFO
718
Tarbox Family Office
California
$6K – – –
GXMC
719
Global X Management Company
New York
$6K +$6K +157 New
LWA
720
Lowe Wealth Advisors
Maryland
$5K -$8.42K -219 -63%
CHP
721
Cable Hill Partners
Oregon
$5K – – –
AF
722
Arrow Financial
New York
$4K – – –
PCTC
723
Perkins Coie Trust Company
Washington
$4K +$4K +90 New
AT
724
Arden Trust
Delaware
$2.34K +$90 +2,223 +4%
ST
725
Spot Trading
Illinois
$2K -$1.21M -36,784 -100%
27 28
29
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