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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 %
WA
751
WealthTrust-Arizona
Arizona
$24K – – –
IWC
752
Integrated Wealth Counsel
California
$23K +$23K +609 New
WP
753
WealthPLAN Partners
Nebraska
$22.5K -$24K -627 -52%
PMFA
754
Plante Moran Financial Advisors
Michigan
$22K +$14.1K +377 +180%
KT
755
Kanaly Trust
Texas
$21K -$3.78K -102 -15%
PFSC
756
Peoples Financial Services Corp
Pennsylvania
$21K – – –
NSIM
757
North Star Investment Management
Illinois
$20K – – –
ST
758
Smithfield Trust
Pennsylvania
$19K – – –
AWM
759
AllSquare Wealth Management
New York
$19K – – –
RWA
760
Ropes Wealth Advisors
Massachusetts
$17K +$2.58K +69 +18%
NCM
761
Nelson Capital Management
California
$15K – – –
DAM
762
Delta Asset Management
Tennessee
$13K -$1.15K -30 -8%
GAM
763
Gemmer Asset Management
California
$12K – – –
CCMW
764
Cypress Capital Management (Wyoming)
Wyoming
$11.3K – – –
CFA
765
CT Financial Advisors
Pennsylvania
$11.3K – – –
ST
766
Spot Trading
Illinois
$11K +$11K +300 New
PI
767
PineBridge Investments
New York
$10K -$26.4K -704 -73%
CP
768
Corbenic Partners
Pennsylvania
$10K – – –
RFA
769
Reilly Financial Advisors
California
$10K +$10K +258 New
ECM
770
Estabrook Capital Management
New York
$8.49K – – –
AIM
771
Arcadia Investment Management
Michigan
$8K – – –
PFBT
772
Parkside Financial Bank & Trust
Missouri
$8K +$234 +6 +3%
AWM
773
Avior Wealth Management
Nebraska
$7K +$37 +1 +0.5%
TFO
774
Tarbox Family Office
California
$6K – – –
LWA
775
Lowe Wealth Advisors
Maryland
$5K – – –
29 30
31
32 33