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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 %
CCG
726
Cypress Capital Group
Florida
$230K +$230K +4,900 New
HTC
727
Haverford Trust Company
Pennsylvania
$230K +$230K +4,900 New
CWM
728
Concert Wealth Management
California
$226K -$39K -823 -15%
GWS
729
Glassman Wealth Services
Virginia
$223K +$12.9K +275 +6%
SWA
730
Sutton Wealth Advisors
Florida
$222K – – –
DVM
731
Dreman Value Management
Florida
$221K -$886K -18,835 -80%
YMRC
732
Yorktown Management & Research Company
Virginia
$221K +$221K +4,700 New
AIA
733
Armor Investment Advisors
North Carolina
$220K +$220K +4,669 New
ARMT
734
Amica Retiree Medical Trust
Rhode Island
$218K – – –
CB
735
Chemical Bank
Michigan
$217K +$217K +4,625 New
FNBT
736
FineMark National Bank & Trust
Florida
$216K -$26.3K -557 -11%
RPA
737
Rock Point Advisors
Vermont
$216K +$216K +4,600 New
ZCA
738
Zeke Capital Advisors
Pennsylvania
$215K +$215K +4,573 New
TNBTD
739
Trustmark National Bank Trust Department
Mississippi
$214K +$214K +4,550 New
DOA
740
D'Orazio & Associates
Virginia
$212K – – –
SLG
741
Stanley-Laman Group
Pennsylvania
$211K +$211K +4,480 New
ESBC
742
E.S. Barr & Co
Kentucky
$209K +$209K +4,450 New
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$207K +$24.2K +514 +13%
GA
744
Geneva Advisors
Illinois
$205K +$205K +4,357 New
CFP
745
Cornerstone Financial Partners
North Carolina
$205K +$205K +4,380 New
EWM
746
Evercore Wealth Management
New York
$204K -$39.7K -844 -16%
SPC
747
Sigma Planning Corp
Michigan
$203K +$203K +4,321 New
Robeco Institutional Asset Management
748
Robeco Institutional Asset Management
Netherlands
$202K -$1.01M -21,310 -83%
CIC
749
Carnegie Investment Counsel
Ohio
$201K +$201K +4,297 New
EWM
750
Evermay Wealth Management
Virginia
$200K +$200K +4,261 New
28 29
30
31 32