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Truist Financial
TFC

Overview Fund Activity

759 hedge funds and large institutions have $16.4B invested in Truist Financial in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 315 increasing their positions, 253 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
20.26%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.19%
New
83
Increased
315
Reduced
253
Closed
74
Calls
$88.6M
Puts
$50.3M
Net Calls
+$38.3M
Net Calls Change
-$4.45M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$268M
2
RRAM
2
River Road Asset Management
Kentucky
$86.8M
3
Macquarie Group
3
Macquarie Group
Australia
$623M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$408M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.54B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$378M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$255M
3
State Street
3
State Street
Massachusetts
$1.13B
4
Boston Partners
4
Boston Partners
Massachusetts
$506M
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
801
Cambridge Trust
Massachusetts
– -$245K -6,464 Closed
CWM
802
Concert Wealth Management
California
– -$231K -6,125 Closed
GLRA
803
Gerald L. Ray & Associates
Texas
– -$226K -5,982 Closed
HIMC
804
Heritage Investors Management Corp
Maryland
– -$226K -5,971 Closed
WF
805
Welch & Forbes
Massachusetts
– -$224K -5,920 Closed
BJL
806
Brighton Jones LLC
Washington
– -$224K -5,917 Closed
MYLI
807
Meiji Yasuda Life Insurance
Japan
– -$223K -5,900 Closed
PCMK
808
Paragon Capital Management (Kansas)
Kansas
– -$222K -5,890 Closed
DT
809
Diversified Trust
Tennessee
– -$222K -5,874 Closed
LI
810
Lafayette Investments
Maryland
– -$220K -5,811 Closed
YMRC
811
Yorktown Management & Research Company
Virginia
– -$219K -5,800 Closed
PP
812
Patten & Patten
Tennessee
– -$219K -5,782 Closed
VVP
813
Vulcan Value Partners
Alabama
– -$214K -5,650 Closed
TYCC
814
Texas Yale Capital Corp
Florida
– -$211K -5,572 Closed
CFP
815
Cornerstone Financial Partners
North Carolina
– -$210K -5,535 Closed
PP
816
Prudential plc
United Kingdom
– -$205K -5,412 Closed
LRPA
817
L. Roy Papp & Associates
Arizona
– -$202K -5,354 Closed
KC
818
Kingfisher Capital
North Carolina
– -$186K -4,913 Closed
KCPG
819
Kavar Capital Partners Group
Kansas
– -$157K -4,168 Closed
BIM
820
Barton Investment Management
Pennsylvania
– -$76K -2,000 Closed
SFPIA
821
Stevens First Principles Investment Advisors
California
– -$66K -1,745 Closed
SGAM
822
Smith Group Asset Management
Texas
– -$60K -1,591 Closed
PR
823
Payden & Rygel
California
– -$19K -500 Closed
MUS
824
Mitsubishi UFJ Securities
Japan
– -$16K -430 Closed
ACS
825
Archford Capital Strategies
Illinois
– -$17K -425 Closed
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