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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 %
NFG
801
Next Financial Group
Texas
$49K -$64.5K -1,375 -57%
APSP
802
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K – – –
PCA
803
Peddock Capital Advisors
Massachusetts
$48K – – –
GRP
804
Global Retirement Partners
California
$47K +$47K +990 New
WIM
805
Westside Investment Management
California
$46.5K +$46.5K +994 New
ST
806
Smithfield Trust
Pennsylvania
$44K +$20.3K +430 +86%
RFA
807
Reilly Financial Advisors
California
$42K +$29.9K +640 +248%
RFM
808
Royal Fund Management
Florida
$42K +$42K +894 New
BAM
809
Barrett Asset Management
New York
$42K +$42K +900 New
EWM
810
Edge Wealth Management
New York
$40K – – –
CFN
811
Cordasco Financial Network
Florida
$38K – – –
CAW
812
Cornerstone Advisors (Washington)
Washington
$38K – – –
TDC
813
Thompson Davis & Co
Virginia
$37K +$5.2K +111 +16%
MUS
814
Mitsubishi UFJ Securities
Japan
$37K +$37K +790 New
WB
815
Webster Bank
Connecticut
$36K +$36K +764 New
OSNBOA
816
Old Second National Bank of Aurora
Illinois
$33K – – –
WA
817
WealthTrust-Arizona
Arizona
$30K +$47 +1 +0.2%
CG
818
Cutler Group
California
$27K -$218K -4,651 -89%
KT
819
Kanaly Trust
Texas
$27K – – –
PMFA
820
Plante Moran Financial Advisors
Michigan
$26K -$2.11K -44 -7%
AWM
821
AllSquare Wealth Management
New York
$24K – – –
AIS
822
Accurate Investment Solutions
Pennsylvania
$24K +$24K +500 New
SIAP
823
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K +$23K +479 New
YWP
824
YorkBridge Wealth Partners
New York
$23K +$23K +517 New
SFS
825
Sowell Financial Services
Arkansas
$22K +$22K +447 New
31 32
33
34 35