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Truist Financial
TFC

Overview Fund Activity

874 hedge funds and large institutions have $23.9B invested in Truist Financial in 2017 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 364 increasing their positions, 317 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
-25
Holders Change %
-2.78%
% of All Funds
21.82%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.47%
New
54
Increased
364
Reduced
317
Closed
68
Calls
$164M
Puts
$195M
Net Calls
-$31.3M
Net Calls Change
-$51.6M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$186M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.52B
3
Citadel Advisors
Citadel Advisors
Florida
$59.4M
4
BG
Bahl & Gaynor
Ohio
$243M
5
Bank of America
Bank of America
North Carolina
$622M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$512M
2
American Century Companies
American Century Companies
Missouri
$327M
3
AIM
abrdn Investment Management
United Kingdom
$311M
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.18B
5
Barclays
Barclays
United Kingdom
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
701
First Interstate Bank
Montana
$296K -$193K -4,253 -39%
HWA
702
Heritage Wealth Advisors
Virginia
$296K +$453 +10 +0.2%
GIA
703
Guyasuta Investment Advisors
Pennsylvania
$290K – – –
HTC
704
Haverford Trust Company
Pennsylvania
$289K +$15K +330 +5%
SCM
705
Shelton Capital Management
Colorado
$288K -$4.86K -107 -2%
MMPW
706
Mitchell McLeod Pugh & Williams
Alabama
$279K – – –
PMG
707
ProVise Management Group
Florida
$276K +$276K +6,077 New
RWA
708
Ropes Wealth Advisors
Massachusetts
$273K +$18.9K +415 +7%
GLA
709
Good Life Advisors
Pennsylvania
$271K +$50.7K +1,121 +23%
PCMK
710
Paragon Capital Management (Kansas)
Kansas
$267K – – –
HF
711
HRT Financial
New York
$265K -$150K -3,323 -36%
AA
712
AlphaMark Advisors
Kentucky
$265K – – –
LI
713
Lafayette Investments
Maryland
$264K – – –
JFGIW
714
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K -$764K -16,839 -75%
WPA
715
Winning Points Advisors
Florida
$260K – – –
IFWM
716
Institute for Wealth Management
Colorado
$260K +$260K +5,694 New
VF
717
Virtu Financial
New York
$260K +$260K +5,733 New
AT
718
Argent Trust
Texas
$258K +$36.3K +800 +16%
WF
719
Welch & Forbes
Massachusetts
$257K -$9.52K -210 -4%
CA
720
Cetera Advisors
Colorado
$257K -$8.53K -187 -3%
SFG
721
SevenBridge Financial Group
Pennsylvania
$257K – – –
HFM
722
Hartford Financial Management
Connecticut
$257K – – –
DIA
723
Dana Investment Advisors
Wisconsin
$256K +$6.46K +142 +3%
FMLI
724
Fukoku Mutual Life Insurance
Japan
$254K – – –
BMCM
725
Bryn Mawr Capital Management
Pennsylvania
$254K – – –
27 28
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