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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 %
HDIM
726
Hanson & Doremus Investment Management
Vermont
$73K -$14K -370 -16%
FPB
727
First PREMIER Bank
South Dakota
$67K – – –
WA
728
WFG Advisors
Texas
$64K -$43.1K -1,138 -40%
AIM
729
Acrospire Investment Management
Illinois
$63K +$26.4K +700 +72%
AF
730
Allworth Financial
California
$61K – – –
AIM
731
Advantage Investment Management
Iowa
$61K – – –
VFA
732
Virtus Fund Advisers
Connecticut
$59K -$47.7M -1,262,300 -100%
PH
733
Pinnacle Holdings
Oklahoma
$54.4K – – –
CFG
734
CKW Financial Group
Hawaii
$53K – – –
IR
735
IAT Reinsurance
New York
$53K – – –
FFC
736
First Financial Corp
Indiana
$49K – – –
CB
737
Community Bank
New York
$48K – – –
KTC
738
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
JIC
739
Joel Isaacson & Co
New York
$44K +$37 +1 +0.1%
APSP
740
Asset Planning Services (Pennsylvania)
Pennsylvania
$39K – – –
PCA
741
Peddock Capital Advisors
Massachusetts
$38K +$38K +1,014 New
IPC
742
Independent Portfolio Consultants
Florida
$37K – – –
EWM
743
Edge Wealth Management
New York
$32K – – –
CAW
744
Cornerstone Advisors (Washington)
Washington
$31K +$24.9K +656 +410%
CFN
745
Cordasco Financial Network
Florida
$29K – – –
SAM
746
Solaris Asset Management
New York
$28K -$941 -25 -3%
ACS
747
Archford Capital Strategies
Illinois
$28K – – –
JCM
748
Jacobi Capital Management
Pennsylvania
$28K – – –
OSNBOA
749
Old Second National Bank of Aurora
Illinois
$26K – – –
TDC
750
Thompson Davis & Co
Virginia
$26K – – –
28 29
30
31 32