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Truist Financial
TFC

Overview Fund Activity

758 hedge funds and large institutions have $19.2B invested in Truist Financial in 2016 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 347 increasing their positions, 228 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
78
Increased
347
Reduced
228
Closed
69
Calls
$102M
Puts
$103M
Net Calls
-$921K
Net Calls Change
-$39.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$1.43B
2
Ameriprise
Ameriprise
Minnesota
$316M
3
Capital International Investors
Capital International Investors
California
$433M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.77B
5
American Century Companies
American Century Companies
Missouri
$200M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$248M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
$9.91M
3
Deutsche Bank
Deutsche Bank
Germany
$54.9M
4
Capital Research Global Investors
Capital Research Global Investors
California
$236M
5
SO
STRS Ohio
Ohio
$66.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
726
Harel Insurance Investments & Financial Services
Israel
$11K +$11K +300 New
CFA
727
CT Financial Advisors
Pennsylvania
$10.7K – – –
CCMW
728
Cypress Capital Management (Wyoming)
Wyoming
$10.7K – – –
CP
729
Corbenic Partners
Pennsylvania
$10K +$10K +273 New
DBT
730
Dubuque Bank & Trust
Iowa
$9K +$3.2K +90 +55%
ECM
731
Estabrook Capital Management
New York
$8.01K – – –
AIM
732
Arcadia Investment Management
Michigan
$7K – – –
PMFA
733
Plante Moran Financial Advisors
Michigan
$7K – – –
AWM
734
Avior Wealth Management
Nebraska
$7K +$75 +2 +1%
PFBT
735
Parkside Financial Bank & Trust
Missouri
$7K +$2.36K +67 +51%
FMP
736
Financial Management Professionals
Texas
$7K +$7K +223 New
CAW
737
Cornerstone Advisors (Washington)
Washington
$6K – – –
LWA
738
Lowe Wealth Advisors
Maryland
$5K – – –
TFO
739
Tarbox Family Office
California
$5K – – –
TRCT
740
Tower Research Capital (TRC)
New York
$4K -$10.5K -298 -73%
HR
741
Howe & Rusling
New York
$4K – – –
MWP
742
MYCIO Wealth Partners
Pennsylvania
$4K – – –
IAS
743
INR Advisory Services
Pennsylvania
$3K – – –
TWA
744
TCI Wealth Advisors
Arizona
$3K – – –
HCM
745
Herndon Capital Management
Georgia
$3K +$3K +76 New
QAM
746
QCI Asset Management
New York
$3K +$3K +89 New
MSFP
747
Mark Sheptoff Financial Planning
Connecticut
$3K +$3K +93 New
RAM
748
Riggs Asset Management
Pennsylvania
$2K – – –
GBT
749
Grove Bank & Trust
Florida
$2K – – –
CRC
750
Curi RMB Capital
Illinois
$2K +$2K +68 New
28 29
30
31 32