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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 %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$5.46M -$117K -3,526 -2%
CFA
202
Carroll Financial Associates
North Carolina
$5.43M +$506K +15,203 +10%
1832 Asset Management
203
1832 Asset Management
Ontario, Canada
$5.32M +$5.32M +95,405 New
LCM
204
Logan Capital Management
Pennsylvania
$5.23M -$42.6K -1,280 -0.8%
MIS
205
Morningstar Investment Services
Illinois
$5.18M +$1.65M +49,610 +47%
CCM
206
Catawba Capital Management
Virginia
$5.16M +$305K +9,170 +6%
KIC
207
Keating Investment Counselors
Florida
$5.15M -$183K -5,500 -3%
BII
208
Bainco International Investors
Massachusetts
$4.99M +$264K +7,950 +6%
RJT
209
Raymond James Trust
Florida
$4.9M +$1.02M +30,595 +26%
CLOS
210
Compagnie Lombard Odier SCmA
Switzerland
$4.82M -$441K -13,254 -8%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$4.82M -$539K -16,215 -10%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$4.78M -$1.2M -35,940 -20%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$4.73M -$68.8K -2,067 -1%
OCM
214
Oakwood Capital Management
California
$4.7M +$63.2K +1,900 +1%
Jacobs Levy Equity Management
215
Jacobs Levy Equity Management
New Jersey
$4.69M +$4.69M +140,860 New
CCT
216
Chemung Canal Trust
New York
$4.65M -$757K -22,762 -14%
URS
217
Utah Retirement Systems
Utah
$4.64M +$6.65K +200 +0.1%
PP
218
Palladium Partners
Virginia
$4.59M +$1.06M +31,743 +30%
LPL Financial
219
LPL Financial
California
$4.55M +$44.1K +1,333 +1%
BF
220
BOK Financial
Oklahoma
$4.54M -$14K -420 -0.3%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$4.54M +$24.1K +725 +0.5%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$4.54M – – –
FIB
223
First Interstate Bank
Montana
$4.54M +$117K +3,522 +3%
Citigroup
224
Citigroup
New York
$4.47M -$7.14M -214,383 -61%
PA
225
Pinnacle Associates
New York
$4.35M -$2.53K -76 -0.1%
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