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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 %
LI
701
Lafayette Investments
Maryland
$273K – – –
RB
702
Rodgers Brothers
Pennsylvania
$270K -$111K -2,371 -29%
CA
703
Cetera Advisors
Colorado
$269K +$8.21K +174 +3%
WF
704
Welch & Forbes
Massachusetts
$266K +$266K +5,670 New
AW
705
ACG Wealth
Georgia
$265K +$141 +3 +0.1%
ZIM
706
Zacks Investment Management
Illinois
$263K -$27.6K -587 -9%
TYCC
707
Texas Yale Capital Corp
Florida
$262K – – –
WAM
708
Weatherly Asset Management
California
$259K +$259K +5,501 New
DWT
709
Dorsey & Whitney Trust
South Dakota
$258K – – –
AIU
710
Algebris Investments (UK)
United Kingdom
$258K +$258K +5,491 New
LRPA
711
L. Roy Papp & Associates
Arizona
$252K – – –
AW
712
Alpha Windward
Massachusetts
$252K +$1.6K +34 +0.6%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K +$70.3K +1,495 +39%
HIMC
714
Heritage Investors Management Corp
Maryland
$250K -$7.06K -150 -3%
RCM
715
Riverhead Capital Management
Delaware
$247K -$47K -1,000 -16%
AC
716
Alexandria Capital
Virginia
$246K +$235 +5 +0.1%
RC
717
RegentAtlantic Capital
New Jersey
$244K -$18K -383 -7%
PCM
718
Parsons Capital Management
Rhode Island
$242K +$242K +5,152 New
OSAM
719
O'Shaughnessy Asset Management
Connecticut
$238K +$238K +5,058 New
SCA
720
STALEY CAPITAL ADVISERS
Pennsylvania
$235K +$235K +5,000 New
PCM
721
Prelude Capital Management
New York
$234K +$234K +4,980 New
HSA
722
HBK Sorce Advisory
Pennsylvania
$233K +$233K +4,946 New
DIA
723
Dana Investment Advisors
Wisconsin
$233K +$233K +4,965 New
KC
724
Kingfisher Capital
North Carolina
$231K +$231K +4,913 New
LIM
725
Leavell Investment Management
Alabama
$230K +$230K +4,881 New
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