TFC icon

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 %
WP
751
WMS Partners
Maryland
$206K +$1.64K +36 +0.8%
EWM
752
Evercore Wealth Management
New York
$203K +$7.95K +175 +4%
BP
753
Ballentine Partners
Massachusetts
$200K +$200K +4,233 New
FPFS
754
First Personal Financial Services
North Carolina
$199K +$60.9K +1,343 +44%
SC
755
SRB Corp
Massachusetts
$194K +$18.6K +409 +11%
NSIM
756
North Star Investment Management
Illinois
$192K – – –
BC
757
Barnett & Company
Tennessee
$190K +$38.7K +851 +26%
DOA
758
D'Orazio & Associates
Virginia
$177K -$27.7K -612 -14%
CTC
759
Central Trust Company
Missouri
$176K +$91.8K +2,029 +109%
EFSCE
760
Enterprise Financial Services Corp (EFSC)
Missouri
$175K -$25.1K -551 -13%
JAM
761
Jolley Asset Management
North Carolina
$171K +$57.8K +1,275 +51%
DCM
762
Dupont Capital Management
Delaware
$170K +$170K +3,741 New
OSAM
763
O'Shaughnessy Asset Management
Connecticut
$158K -$70.3K -1,548 -31%
Carson Wealth (CWM LLC)
764
Carson Wealth (CWM LLC)
Nebraska
$154K -$27.2K -600 -15%
PFO
765
Pathstone Family Office
New Jersey
$152K – – –
AssetMark Inc
766
AssetMark Inc
California
$146K +$20.1K +444 +16%
CCM
767
Cribstone Capital Management
Maine
$145K – – –
BWA
768
Burt Wealth Advisors
Maryland
$144K – – –
OC
769
Oakworth Capital
Alabama
$140K +$47.3K +1,045 +51%
WTB
770
Washington Trust Bank
Washington
$138K -$5.67K -125 -4%
AAP
771
Arax Advisory Partners
Colorado
$138K +$136K +3,000 +7,692%
IIC
772
Integrated Investment Consultants
Michigan
$136K – – –
LCM
773
Liberty Capital Management
Michigan
$136K +$136K +3,000 New
FHA
774
First Horizon Advisors
Tennessee
$120K – – –
CB
775
Community Bank
New York
$112K +$6.52K +144 +6%
29 30
31
32 33