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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 %
AssetMark Inc
751
AssetMark Inc
California
$194K +$16K +340 +9%
NSIM
752
North Star Investment Management
Illinois
$186K +$161K +3,429 +653%
SC
753
SRB Corp
Massachusetts
$181K -$9.1K -194 -5%
SIG
754
Stanford Investment Group
California
$175K – – –
BIG
755
Bellwether Investment Group
Tennessee
$173K +$173K +3,687 New
GI
756
Gradient Investments
Minnesota
$166K -$42.3K -900 -20%
WTB
757
Washington Trust Bank
Washington
$163K -$2.35K -50 -1%
FPFS
758
First Personal Financial Services
North Carolina
$162K +$13K +277 +9%
BC
759
Barnett & Company
Tennessee
$156K -$110K -2,350 -41%
GLI
760
Guardian Life Insurance
New York
$146K +$1.88K +40 +1%
CCM
761
Cribstone Capital Management
Maine
$145K -$13.6K -300 -9%
IIC
762
Integrated Investment Consultants
Michigan
$141K – – –
QCG
763
Quadrant Capital Group
Ohio
$138K +$3.41K +76 +3%
PRS
764
Pinkerton Retirement Specialists
Idaho
$133K -$8.78K -186 -6%
WTC
765
WhitTier Trust Company
Nevada
$123K +$8.24K +176 +7%
HI
766
Hudock Inc
Pennsylvania
$121K -$1.83K -39 -1%
BWP
767
Baldwin Wealth Partners
Massachusetts
$121K – – –
CTC
768
Central Trust Company
Missouri
$119K +$6.12K +130 +5%
JAM
769
Jolley Asset Management
North Carolina
$116K +$23.4K +500 +25%
NEAM
770
New England Asset Management
Connecticut
$110K – – –
CB
771
Community Bank
New York
$110K +$51K +1,080 +86%
MRCM
772
M&R Capital Management
New Jersey
$106K -$8.22K -175 -7%
FHA
773
First Horizon Advisors
Tennessee
$105K – – –
ZB
774
Zions Bancorporation
Utah
$104K – – –
BUB
775
BBVA USA Bancshares
Texas
$101K -$243K -5,145 -71%
29 30
31
32 33