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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 %
NC
776
NewSquare Capital
Pennsylvania
$5K +$5K +134 New
HR
777
Howe & Rusling
New York
$4K – – –
MSFP
778
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
IWM
779
Integrated Wealth Management
California
$3K -$34.3K -777 -92%
TWA
780
TCI Wealth Advisors
Arizona
$3K – – –
HCM
781
Herndon Capital Management
Georgia
$3K – – –
IAS
782
INR Advisory Services
Pennsylvania
$3K +$38 +1 +1%
CIM
783
Contravisory Investment Management
Massachusetts
$3K +$3K +70 New
LYV
784
Live Your Vision
Pennsylvania
$3K +$3K +71 New
SIM
785
Sonora Investment Management
Arizona
$2.41K +$2.41K +64 New
GBT
786
Grove Bank & Trust
Florida
$2K – – –
RAM
787
Riggs Asset Management
Pennsylvania
$2K – – –
WEC
788
Winslow Evans & Crocker
Massachusetts
$1.59K – – –
DPA
789
Delphi Private Advisors
California
$1K – – –
PCP
790
Proficio Capital Partners
Massachusetts
$1K – – –
CHP
791
Cable Hill Partners
Oregon
$1K – – –
FNB
792
Farmers National Bank
Kentucky
$492 +$11 +300 +2%
SBL
793
Sargent Bickham Lagudis
Colorado
$16 +$16 +425 New
Balyasny Asset Management
794
Balyasny Asset Management
Illinois
– -$64.1M -1,800,992 Closed
Jacobs Levy Equity Management
795
Jacobs Levy Equity Management
New Jersey
– -$5.04M -141,460 Closed
ATN
796
AMF Tjänstepension
Sweden
– -$3.47M -97,431 Closed
HCM
797
Highbridge Capital Management
New York
– -$2.92M -82,000 Closed
11A
798
10-15 Associates
New York
– -$2.36M -66,143 Closed
Cetera Investment Advisers
799
Cetera Investment Advisers
Illinois
– -$1.4M -39,346 Closed
JWM
800
Jackson Wealth Management
Florida
– -$1.3M -36,627 Closed
29 30 31
32
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