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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 %
MCM
776
Manchester Capital Management
Vermont
$100K – – –
AA
777
Apriem Advisors
California
$99K +$5.29K +113 +6%
VCM
778
Versant Capital Management
Arizona
$98K -$5.39K -115 -5%
LWM
779
Lenox Wealth Management
Ohio
$96K – – –
WC
780
Whitnell & Co
Illinois
$93K – – –
OC
781
Oakworth Capital
Alabama
$93K – – –
RWA
782
Ropes Wealth Advisors
Massachusetts
$86K +$64.5K +1,365 +301%
HDIM
783
Hanson & Doremus Investment Management
Vermont
$85K -$5.78K -123 -6%
PAM
784
Paradigm Asset Management
New York
$84.6K -$7.44M -158,250 -99%
WEC
785
Winslow Evans & Crocker
Massachusetts
$77.2K +$75.2K +1,600 +3,810%
WA
786
WFG Advisors
Texas
$77K -$2.78K -59 -3%
AF
787
Allworth Financial
California
$77K – – –
AIM
788
Advantage Investment Management
Iowa
$76K – – –
FCFS
789
First Command Financial Services
Texas
$76K +$76K +1,615 New
FCB
790
First Command Bank
Texas
$76K +$76K +1,615 New
VFA
791
Virtus Fund Advisers
Connecticut
$73K – – –
FPB
792
First PREMIER Bank
South Dakota
$72K -$11.4K -243 -14%
PH
793
Pinnacle Holdings
Oklahoma
$67.9K – – –
CFG
794
CKW Financial Group
Hawaii
$66K – – –
PHK
795
Point72 Hong Kong
Hong Kong
$62K +$62K +1,326 New
FFC
796
First Financial Corp
Indiana
$55K -$6.32K -134 -10%
KTC
797
Kistler-Tiffany Companies
Pennsylvania
$55K – – –
JIC
798
Joel Isaacson & Co
New York
$55K +$47 +1 +0.1%
LWM
799
LBA Wealth Management
Florida
$54K -$65.7K -1,400 -55%
PA
800
Parallel Advisors
California
$54K +$54K +1,138 New
30 31
32
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