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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 %
CFA
726
CT Financial Advisors
Pennsylvania
$10.7K – – –
PMFA
727
Plante Moran Financial Advisors
Michigan
$10K – – –
EWM
728
Edge Wealth Management
New York
$10K – – –
ECM
729
Estabrook Capital Management
New York
$8.01K – – –
QAM
730
QCI Asset Management
New York
$8K +$8K +213 New
SMG
731
Spectrum Management Group
Indiana
$7K – – –
HR
732
Howe & Rusling
New York
$6K -$568 -16 -9%
TCCM
733
Timber Creek Capital Management
Massachusetts
$6K – – –
GXMC
734
Global X Management Company
New York
$6K – – –
MWP
735
MYCIO Wealth Partners
Pennsylvania
$6K – – –
RA
736
Rational Advisors
New York
$6K – – –
AWM
737
Avior Wealth Management
Nebraska
$6K +$33 +1 +0.6%
LWA
738
Lowe Wealth Advisors
Maryland
$5K – – –
TFO
739
Tarbox Family Office
California
$5K – – –
CHP
740
Cable Hill Partners
Oregon
$5K +$522 +14 +12%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$5K +$5K +139 New
CAW
742
Cornerstone Advisors (Washington)
Washington
$4K -$1.5K -43 -27%
DLHL
743
Donald L. Hagan LLC
Florida
$4K +$4K +100 New
LYV
744
Live Your Vision
Pennsylvania
$3K +$3K +71 New
MSFP
745
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +80 New
HA
746
Harfst & Associates
Wyoming
$2K – – –
NMIS
747
Northwestern Mutual Investment Services
Wisconsin
$2K +$2K +51 New
RAM
748
Riggs Asset Management
Pennsylvania
$2K +$2K +61 New
RWA
749
Ropes Wealth Advisors
Massachusetts
$2K +$2K +62 New
Nuveen Asset Management
750
Nuveen Asset Management
Illinois
$1.84K +$108 +3,034 +6%
28 29
30
31 32