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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
1
Capital Research Global Investors
California
$788M
2
EIP
2
Epoch Investment Partners
New York
$373M
3
AIM
3
abrdn Investment Management
United Kingdom
$378M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$358M
5
State Street
5
State Street
Massachusetts
$1.89B

Top Sellers

1
LP
1
Longview Partners
Guernsey
$0
2
Boston Partners
2
Boston Partners
Massachusetts
$313M
3
Capital International Investors
3
Capital International Investors
California
$363M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$85.5M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$3.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.47B +$69.2M +1,471,292 +3%
State Street
2
State Street
Massachusetts
$1.89B +$158M +3,351,525 +9%
BIT
3
BlackRock Institutional Trust
California
$1B +$13.9M +296,548 +1%
Dodge & Cox
4
Dodge & Cox
California
$997M -$132M -2,802,936 -12%
Macquarie Group
5
Macquarie Group
Australia
$812M -$98.7M -2,098,119 -11%
Capital Research Global Investors
6
Capital Research Global Investors
California
$788M +$477M +10,137,880 +153%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$715M +$766K +16,286 +0.1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$695M +$137M +2,923,109 +25%
BFA
9
BlackRock Fund Advisors
California
$676M +$69.6M +1,480,336 +11%
Bank of America
10
Bank of America
North Carolina
$598M +$61.6M +1,309,819 +11%
Northern Trust
11
Northern Trust
Illinois
$537M -$2.7M -57,388 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$424M -$379K -8,051 -0.1%
Invesco
13
Invesco
Georgia
$407M -$86.9M -1,848,606 -18%
BAM
14
Burgundy Asset Management
Ontario, Canada
$405M +$5.22M +110,983 +1%
American Century Companies
15
American Century Companies
Missouri
$385M +$22.7M +483,001 +6%
AIM
16
abrdn Investment Management
United Kingdom
$378M +$253M +5,371,683 +201%
EIP
17
Epoch Investment Partners
New York
$373M +$265M +5,642,244 +246%
Capital International Investors
18
Capital International Investors
California
$363M -$211M -4,477,000 -37%
Ameriprise
19
Ameriprise
Minnesota
$361M -$72.5M -1,540,917 -17%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$358M +$244M +5,189,360 +213%
Wells Fargo
21
Wells Fargo
California
$358M -$19.7M -418,325 -5%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$328M +$13.5M +287,793 +4%
BG
23
BlackRock Group
United Kingdom
$313M +$16.4M +348,121 +6%
Boston Partners
24
Boston Partners
Massachusetts
$313M -$261M -5,540,229 -45%
T
25
Thomaspartners
Massachusetts
$270M +$103M +2,185,315 +61%
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