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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
$788M
2
EIP
Epoch Investment Partners
New York
$373M
3
AIM
abrdn Investment Management
United Kingdom
$378M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$358M
5
State Street
State Street
Massachusetts
$1.89B

Top Sellers

1
LP
Longview Partners
Guernsey
$0
2
Boston Partners
Boston Partners
Massachusetts
$313M
3
Capital International Investors
Capital International Investors
California
$363M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$85.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
826
Independent Portfolio Consultants
Florida
$21K -$24.6K -535 -54%
PFSC
827
Peoples Financial Services Corp
Pennsylvania
$20K – – –
SBL
828
Sargent Bickham Lagudis
Colorado
$20K – – –
EARNEST Partners
829
EARNEST Partners
Georgia
$20K +$20K +423 New
NCM
830
Nelson Capital Management
California
$19K – – –
IP
831
Intellectus Partners
California
$19K +$19K +397 New
GAM
832
Gemmer Asset Management
California
$17K +$1.82K +38 +12%
DAM
833
Delta Asset Management
Tennessee
$15K -$1.45K -30 -9%
EF
834
Empirical Finance
Pennsylvania
$15K +$15K +313 New
CCMW
835
Cypress Capital Management (Wyoming)
Wyoming
$14.1K – – –
CFA
836
CT Financial Advisors
Pennsylvania
$14.1K – – –
IWC
837
Integrated Wealth Counsel
California
$13K -$16.2K -338 -56%
CP
838
Corbenic Partners
Pennsylvania
$13K +$47 +1 +0.4%
Acadian Asset Management
839
Acadian Asset Management
Massachusetts
$13K +$13K +268 New
OFW
840
Omnia Family Wealth
Florida
$13K +$13K +274 New
PFBT
841
Parkside Financial Bank & Trust
Missouri
$12K +$2.65K +58 +28%
SGAM
842
Smith Group Asset Management
Texas
$11K +$11K +230 New
AIM
843
Arcadia Investment Management
Michigan
$10K – – –
JCM
844
Jacobi Capital Management
Pennsylvania
$9K -$26.6K -538 -75%
AWM
845
Avior Wealth Management
Nebraska
$9K +$48 +1 +0.5%
GBT
846
Grove Bank & Trust
Florida
$8K +$5.02K +101 +168%
TFO
847
Tarbox Family Office
California
$7K – – –
LWA
848
Lowe Wealth Advisors
Maryland
$6K – – –
HR
849
Howe & Rusling
New York
$5K – – –
MSFP
850
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
32 33
34
35 36