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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 %
TWA
851
TCI Wealth Advisors
Arizona
$4K – – –
MSFP
852
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
CFD
853
Creative Financial Designs
Indiana
$4K +$4K +95 New
CIM
854
Contravisory Investment Management
Massachusetts
$3K – – –
LYV
855
Live Your Vision
Pennsylvania
$3K – – –
RAM
856
Riggs Asset Management
Pennsylvania
$3K – – –
IWM
857
IHT Wealth Management
Illinois
$3K +$3K +59 New
BL
858
Balentine LLC
Georgia
$3K +$3K +69 New
CPIG
859
Chicago Partners Investment Group
Illinois
$3K +$3K +70 New
LS
860
Livforsakringsbolaget Skandia
Sweden
$2.1K +$987 +20,986 +89%
PCP
861
Proficio Capital Partners
Massachusetts
$2K – – –
AAP
862
Arax Advisory Partners
Colorado
$2K +$2K +39 New
NYLT
863
New York Life Trust
New York
$2K +$2K +50 New
DPA
864
Delphi Private Advisors
California
$1K – – –
CHP
865
Cable Hill Partners
Oregon
$1K – – –
SLF
866
Sun Life Financial
Ontario, Canada
$436 -$79.6K -3,835 -99%
PK
867
Pflug Koory
Nebraska
$15 +$15 +320 New
LP
868
Longview Partners
Guernsey
– -$638M -16,914,498 Closed
Renaissance Technologies
869
Renaissance Technologies
New York
– -$59.5M -1,577,154 Closed
MTB
870
Mizuho Trust & Banking
Japan
– -$48.8M -1,292,589 Closed
Adage Capital Partners
871
Adage Capital Partners
Massachusetts
– -$10.5M -279,300 Closed
Tudor Investment Corp
872
Tudor Investment Corp
Connecticut
– -$7.63M -202,167 Closed
CG
873
Clinton Group
New York
– -$7.39M -195,881 Closed
WMSA
874
Weiss Multi-Strategy Advisers
New York
– -$5.67M -150,230 Closed
Cambridge Investment Research Advisors
875
Cambridge Investment Research Advisors
Iowa
– -$5.53M -146,678 Closed
33 34
35
36 37