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Truist Financial
TFC

Overview Fund Activity

879 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
21.95%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
74
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$224M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$86.2M
3
BlackRock
BlackRock
New York
+$69.9M
4
Barclays
Barclays
United Kingdom
+$62.5M
5
American Century Companies
American Century Companies
Missouri
+$42.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$195M
2
Macquarie Group
Macquarie Group
Australia
-$76.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$62.2M
4
SCM
Sterling Capital Management
North Carolina
-$48.7M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$39.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
726
Lombard Odier Asset Management (Switzerland)
Switzerland
$256K – – –
DIA
727
Dana Investment Advisors
Wisconsin
$253K -$10.8K -230 -4%
LRPA
728
L. Roy Papp & Associates
Arizona
$251K +$47 +1 +0%
GI
729
Gradient Investments
Minnesota
$249K +$19.1K +407 +8%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$248K -$2.44K -52 -1%
ERIM
731
Eagle Ridge Investment Management
Connecticut
$245K +$245K +5,227 New
RC
732
RegentAtlantic Capital
New Jersey
$241K -$14.1K -300 -6%
HSA
733
HBK Sorce Advisory
Pennsylvania
$241K +$18.9K +403 +9%
BGC
734
Blue Granite Capital
South Carolina
$238K +$238K +5,075 New
GWS
735
Glassman Wealth Services
Virginia
$237K +$13.3K +283 +6%
AC
736
Alexandria Capital
Virginia
$236K +$6.53K +139 +3%
BJL
737
Brighton Jones LLC
Washington
$230K +$6.8K +145 +3%
AIA
738
Armor Investment Advisors
North Carolina
$230K +$230K +4,904 New
WBG
739
Wharton Business Group
Pennsylvania
$225K +$225K +4,785 New
DTL
740
Dynamic Technology Lab
Singapore
$224K +$224K +4,776 New
SWA
741
Sutton Wealth Advisors
Florida
$221K – – –
YMRC
742
Yorktown Management & Research Company
Virginia
$221K – – –
PL
743
Perpetual Ltd
Australia
$220K – – –
SCA
744
Snowden Capital Advisors
New York
$219K -$1.56M -33,162 -88%
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$218K – – –
RPA
746
Rock Point Advisors
Vermont
$216K – – –
FPFS
747
First Personal Financial Services
North Carolina
$215K +$8.61K +183 +4%
1832 Asset Management
748
1832 Asset Management
Ontario, Canada
$215K +$215K +4,732 New
PPSG
749
Princeton Portfolio Strategies Group
New Jersey
$214K – – –
VF
750
Virtu Financial
New York
$212K -$57.6K -1,225 -21%
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30
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