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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 %
TYCC
726
Texas Yale Capital Corp
Florida
$253K – – –
WAM
727
Weatherly Asset Management
California
$250K – – –
AW
728
Alpha Windward
Massachusetts
$250K +$6.23K +137 +3%
LOAMS
729
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K – – –
RC
730
RegentAtlantic Capital
New Jersey
$247K – – –
SB
731
Simmons Bank
Arkansas
$243K -$29.6K -650 -11%
LRPA
732
L. Roy Papp & Associates
Arizona
$243K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$242K -$1.82K -40 -0.7%
CCA
734
Checchi Capital Advisers
California
$238K -$27.1K -597 -10%
HIMC
735
Heritage Investors Management Corp
Maryland
$237K – – –
FPF
736
FNY Partners Fund
New York
$225K +$130K +2,865 +136%
GI
737
Gradient Investments
Minnesota
$223K +$62.5K +1,375 +39%
AC
738
Alexandria Capital
Virginia
$222K – – –
BJL
739
Brighton Jones LLC
Washington
$216K -$14.2K -313 -6%
GWS
740
Glassman Wealth Services
Virginia
$216K +$817 +18 +0.4%
HSA
741
HBK Sorce Advisory
Pennsylvania
$215K -$5.62K -124 -3%
CB
742
Chemical Bank
Michigan
$215K +$4.68K +103 +2%
TNBTD
743
Trustmark National Bank Trust Department
Mississippi
$214K -$4.09K -90 -2%
SWA
744
Sutton Wealth Advisors
Florida
$214K – – –
YMRC
745
Yorktown Management & Research Company
Virginia
$213K – – –
ARMT
746
Amica Retiree Medical Trust
Rhode Island
$211K – – –
PL
747
Perpetual Ltd
Australia
$210K – – –
RPA
748
Rock Point Advisors
Vermont
$209K – – –
PP
749
Prudential plc
United Kingdom
$207K -$312K -6,864 -60%
PPSG
750
Princeton Portfolio Strategies Group
New Jersey
$207K +$207K +4,549 New
28 29
30
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