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Truist Financial
TFC

Overview Fund Activity

752 hedge funds and large institutions have $18.9B invested in Truist Financial in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 344 increasing their positions, 227 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
752
Holders Change
+23
Holders Change %
+3.16%
% of All Funds
21.02%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.39%
New
77
Increased
344
Reduced
227
Closed
52
Calls
$99.2M
Puts
$55.3M
Net Calls
+$43.9M
Net Calls Change
-$8.36M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$302M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.55B
3
AIM
abrdn Investment Management
United Kingdom
$93.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$182M
5
Two Sigma Investments
Two Sigma Investments
New York
$80.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$506M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
3
Capital International Investors
Capital International Investors
California
$157M
4
AAMU
Amundi Asset Management US
Massachusetts
$17M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
701
Thompson Davis & Co
Virginia
$28K -$37.4K -1,040 -57%
WA
702
Waverly Advisors
Alabama
$28K – – –
ST
703
Smithfield Trust
Pennsylvania
$27K – – –
HCMT
704
Highland Capital Management (Tennessee)
Tennessee
$26K – – –
OSNBOA
705
Old Second National Bank of Aurora
Illinois
$25K – – –
BCM
706
Brookstone Capital Management
Illinois
$24K -$3.07M -84,561 -99%
KT
707
Kanaly Trust
Texas
$23K – – –
VIA
708
Vantage Investment Advisors
Pennsylvania
$22K +$1.08K +31 +5%
CF
709
CenterStar Fund
Illinois
$21K -$23K – –
WA
710
WealthTrust-Arizona
Arizona
$21K – – –
KCM
711
Karp Capital Management
California
$21K – – –
PFSC
712
Peoples Financial Services Corp
Pennsylvania
$20K – – –
DADC
713
D.A. Davidson & Co
Montana
$18K -$1.14K -34 -6%
WTC
714
WhitTier Trust Company
Nevada
$18K – – –
AWM
715
AllSquare Wealth Management
New York
$18K – – –
AF
716
Arrow Financial
New York
$17K +$14K +400 +460%
ZB
717
Zions Bancorporation
Utah
$17K +$17K +437 New
TSU
718
TD Securities (USA)
New York
$16K -$10.6M -295,585 -100%
GAM
719
Gemmer Asset Management
California
$15K +$3.68K +103 +32%
SIM
720
Sonora Investment Management
Arizona
$14K +$14K +402 New
GWM
721
Gupta Wealth Management
California
$12K -$7.36K -200 -38%
JAM
722
Jolley Asset Management
North Carolina
$12K – – –
SSG
723
Summit Securities Group
New York
$11K -$33.4K -910 -75%
DA
724
Dunvegan Associates
California
$11K – – –
CFA
725
CT Financial Advisors
Pennsylvania
$10.7K – – –
27 28
29
30 31