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Truist Financial
TFC

Overview Fund Activity

700 hedge funds and large institutions have $17.9B invested in Truist Financial in 2015 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 278 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-26
Holders Change %
-3.58%
% of All Funds
18.67%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.4%
New
49
Increased
278
Reduced
248
Closed
66
Calls
$114M
Puts
$62.1M
Net Calls
+$52M
Net Calls Change
+$19.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$626M
2
Capital International Investors
Capital International Investors
California
$232M
3
Wells Fargo
Wells Fargo
California
$395M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
5
CC
Carlson Capital
Texas
$54.3M

Top Sellers

1
State Street
State Street
Massachusetts
$1.24B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Invesco
Invesco
Georgia
$403M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
726
abrdn Investment Management
United Kingdom
– -$486K -12,493 Closed
CM
727
Cornerstone Management
Georgia
– -$438K -11,251 Closed
VIA
728
Vident Investment Advisory
Georgia
– -$410K -10,545 Closed
VKH
729
Virtu KCG Holdings
New York
– -$385K -9,895 Closed
FNBOMD
730
First National Bank of Mount Dora
Florida
– -$381K -9,800 Closed
LOAME
731
Lombard Odier Asset Management (Europe)
United Kingdom
– -$383K -9,800 Closed
EWM
732
Evermay Wealth Management
Virginia
– -$353K -9,086 Closed
HH
733
Hilltop Holdings
Texas
– -$288K -7,404 Closed
BA
734
Bridgewater Associates
Connecticut
– -$280K -7,200 Closed
AP
735
AHL Partners
United Kingdom
– -$271K -6,980 Closed
ARMT
736
Amica Retiree Medical Trust
Rhode Island
– -$268K -6,897 Closed
CWM
737
Concert Wealth Management
California
– -$269K -6,866 Closed
FNBOO
738
First National Bank of Omaha
Nebraska
– -$261K -6,715 Closed
PP
739
Paloma Partners
Connecticut
– -$254K -6,532 Closed
EPM
740
Equitec Proprietary Markets
Illinois
– -$253K -6,503 Closed
QC
741
QCM Cayman
Texas
– -$248K -6,372 Closed
QAM
742
Quantres Asset Management
Cayman Islands
– -$237K -6,100 Closed
NCM
743
Narwhal Capital Management
Georgia
– -$223K -5,722 Closed
LJAC
744
L.J. Altfest & Co
New York
– -$216K -5,551 Closed
DCLA
745
Douglas C. Lane & Associates
New York
– -$216K -5,550 Closed
IC
746
IKOS CIF
Cyprus
– -$216K -5,499 Closed
ST
747
Sageworth Trust
Pennsylvania
– -$213K -5,473 Closed
JIC
748
Johnson Investment Counsel
Ohio
– -$211K -5,444 Closed
HTC
749
Haverford Trust Company
Pennsylvania
– -$209K -5,377 Closed
HFM
750
Hartford Financial Management
Connecticut
– -$163K -4,200 Closed
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