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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 %
OTPPB
201
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.79M +$276K +5,859 +3%
CLOS
202
Compagnie Lombard Odier SCmA
Switzerland
$8.66M -$321K -6,819 -4%
FAF
203
Fjarde Ap-fonden
Sweden
$8.54M -$1.08M -22,977 -11%
Canada Pension Plan Investment Board
204
Canada Pension Plan Investment Board
Ontario, Canada
$8.44M -$7.01M -149,000 -45%
Public Sector Pension Investment Board (PSP Investments)
205
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.41M -$183K -3,900 -2%
DC
206
Davenport & Co
Virginia
$8.39M -$1.1M -23,304 -12%
MIS
207
Morningstar Investment Services
Illinois
$8.29M -$4.47K -95 -0.1%
CCMD
208
Cypress Capital Management (Delaware)
Delaware
$8.29M +$7.9M +167,905 +1,994%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$8.2M -$1.06M -22,639 -11%
LCM
210
Logan Capital Management
Pennsylvania
$8.18M – – –
ISL
211
Ingalls & Snyder LLC
New York
$8.18M +$570K +12,123 +7%
KIC
212
Keating Investment Counselors
Florida
$8.12M +$480K +10,210 +6%
VV
213
Verity & Verity
South Carolina
$8.07M +$2.34M +49,681 +41%
PIA
214
Piedmont Investment Advisors
North Carolina
$8.04M +$173K +3,677 +2%
Toronto Dominion Bank
215
Toronto Dominion Bank
Ontario, Canada
$7.96M +$4.6M +97,835 +137%
BII
216
Bainco International Investors
Massachusetts
$7.91M +$385K +8,195 +5%
TIAAOA
217
Teachers Insurance & Annuity Association of America
New York
$7.9M +$2.34M +49,800 +42%
AAM
218
Advisors Asset Management
Colorado
$7.88M +$1.74M +37,034 +28%
FBP
219
Flippin Bruce & Porter
Virginia
$7.75M +$375K +7,975 +5%
CFA
220
Carroll Financial Associates
North Carolina
$7.69M +$17.6K +374 +0.2%
CCM
221
Catawba Capital Management
Virginia
$7.65M +$190K +4,044 +3%
MWAC
222
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.63M +$55.7K +1,185 +0.7%
Allianz Asset Management
223
Allianz Asset Management
Germany
$7.55M -$1.9M -40,511 -20%
ZIG
224
Zurich Insurance Group
Switzerland
$7.52M -$1.06M -22,517 -12%
RJT
225
Raymond James Trust
Florida
$7.36M -$200K -4,258 -3%
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