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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 %
JAM
701
Jolley Asset Management
North Carolina
$35K +$25K +750 +250%
IWM
702
Integrated Wealth Management
California
$34K -$1.43K -43 -4%
IC
703
IKOS CIF
Cyprus
$34K +$34K +1,000 New
IPC
704
Independent Portfolio Consultants
Florida
$33K -$7.9K -240 -19%
IIM
705
Ipswich Investment Management
Massachusetts
$30K +$30K +900 New
PI
706
PineBridge Investments
New York
$30K +$30K +900 New
GS
707
GAM Systematic
United Kingdom
$27K -$40.5K -1,200 -60%
FFC
708
First Financial Corp
Indiana
$24K -$13.3K -400 -36%
TDC
709
Thompson Davis & Co
Virginia
$23K -$3.39K -100 -13%
OSNBOA
710
Old Second National Bank of Aurora
Illinois
$23K – – –
JFGIW
711
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$20.9K +625 +1,894%
WA
712
WealthTrust-Arizona
Arizona
$20K – – –
PFSC
713
Peoples Financial Services Corp
Pennsylvania
$19K – – –
KT
714
Kanaly Trust
Texas
$18K -$2.65K -78 -13%
NSIM
715
North Star Investment Management
Illinois
$17K -$39.3K -1,214 -70%
AssetMark Inc
716
AssetMark Inc
California
$17K -$1.45K -44 -8%
AWM
717
AllSquare Wealth Management
New York
$17K – – –
ST
718
Smithfield Trust
Pennsylvania
$17K – – –
VIA
719
Vantage Investment Advisors
Pennsylvania
$14K +$4.11K +179 +42%
TRCT
720
Tower Research Capital (TRC)
New York
$14K +$14K +411 New
GWM
721
Gupta Wealth Management
California
$13K -$847 -26 -6%
NCM
722
Nelson Capital Management
California
$13K – – –
DAM
723
Delta Asset Management
Tennessee
$12K -$22.7K -700 -65%
CG
724
Cutler Group
California
$11K +$2.26K +68 +26%
GAM
725
Gemmer Asset Management
California
$10K -$32 -1 -0.3%
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29
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