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Truist Financial
TFC

Overview Fund Activity

793 hedge funds and large institutions have $19.5B invested in Truist Financial in 2016 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 313 increasing their positions, 269 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+35
Holders Change %
+4.62%
% of All Funds
21.19%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
74
Increased
313
Reduced
269
Closed
30
Calls
$163M
Puts
$106M
Net Calls
+$57.8M
Net Calls Change
+$58.7M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$460M
2
EIP
Epoch Investment Partners
New York
$86.7M
3
American Century Companies
American Century Companies
Missouri
$291M
4
State Street
State Street
Massachusetts
$1.39B
5
Bank of America
Bank of America
North Carolina
$430M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$731M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$194M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$10.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Wells Fargo
Wells Fargo
California
$303M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
701
Guardian Life Insurance
New York
$116K +$945 +25 +0.8%
PRS
702
Pinkerton Retirement Specialists
Idaho
$113K -$2.86K -76 -2%
IIC
703
Integrated Investment Consultants
Michigan
$113K – – –
QCG
704
Quadrant Capital Group
Ohio
$106K -$14.1K -400 -12%
FHA
705
First Horizon Advisors
Tennessee
$105K +$16.3K +434 +18%
HI
706
Hudock Inc
Pennsylvania
$98K +$747 +20 +0.8%
BWP
707
Baldwin Wealth Partners
Massachusetts
$97K – – –
LWM
708
LBA Wealth Management
Florida
$96K +$3.77K +100 +4%
SFFS
709
Stonehage Fleming Financial Services
Jersey
$93K +$93K +2,465 New
WTC
710
WhitTier Trust Company
Nevada
$92K – – –
CTC
711
Central Trust Company
Missouri
$91K -$31.4K -827 -26%
MRCM
712
M&R Capital Management
New Jersey
$91K +$11.5K +307 +14%
NFG
713
Next Financial Group
Texas
$91K +$11.6K +308 +15%
NEAM
714
New England Asset Management
Connecticut
$88K – – –
VCM
715
Versant Capital Management
Arizona
$83K -$1.92K -51 -2%
ZB
716
Zions Bancorporation
Utah
$83K -$37 -1 -0%
WRM
717
Westport Resources Management
Connecticut
$80K -$145K -3,832 -64%
MCM
718
Manchester Capital Management
Vermont
$80K – – –
SAMC
719
Shinko Asset Management Company
Japan
$80K – – –
LWM
720
Lenox Wealth Management
Ohio
$77K – – –
OC
721
Oakworth Capital
Alabama
$77K +$11.5K +305 +18%
AA
722
Apriem Advisors
California
$75K – – –
WC
723
Whitnell & Co
Illinois
$75K – – –
KA
724
Klingman & Associates
New York
$75K – – –
JAM
725
Jolley Asset Management
North Carolina
$74K +$11.2K +300 +18%
27 28
29
30 31