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Truist Financial
TFC

Overview Fund Activity

982 hedge funds and large institutions have $24.8B invested in Truist Financial in 2017 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 332 increasing their positions, 337 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
+103
Holders Change %
+11.72%
% of All Funds
22.3%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.45%
New
156
Increased
332
Reduced
337
Closed
41
Calls
$201M
Puts
$170M
Net Calls
+$30.5M
Net Calls Change
+$39.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.16B
2
Millennium Management
Millennium Management
New York
$67.2M
3
Axa
Axa
France
$83.5M
4
Morgan Stanley
Morgan Stanley
New York
$178M
5
Norges Bank
Norges Bank
Norway
$347M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$143M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$39.5M
3
Capital International Investors
Capital International Investors
California
$0
4
Invesco
Invesco
Georgia
$88.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$482M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
776
SevenBridge Financial Group
Pennsylvania
$281K – – –
WPA
777
Winning Points Advisors
Florida
$281K – – –
GEA
778
Glen Eagle Advisors
New Jersey
$280K -$245K -4,924 -47%
FMLI
779
Fukoku Mutual Life Insurance
Japan
$278K – – –
SLT
780
St Louis Trust
Missouri
$278K +$278K +5,600 New
IA
781
IFG Advisory
Georgia
$276K +$276K +5,557 New
WAM
782
Weatherly Asset Management
California
$274K – – –
AW
783
Alpha Windward
Massachusetts
$274K +$598 +12 +0.2%
HSA
784
HBK Sorce Advisory
Pennsylvania
$274K +$18.3K +369 +7%
SWM
785
SeaCrest Wealth Management
New York
$274K +$274K +5,518 New
CSM
786
CAMG Solamere Management
North Carolina
$271K -$8.46K -171 -3%
LOAMS
787
Lombard Odier Asset Management (Switzerland)
Switzerland
$271K – – –
DIA
788
Dana Investment Advisors
Wisconsin
$268K – – –
NGA
789
Naples Global Advisors
Florida
$268K +$268K +5,394 New
MIA
790
MainStreet Investment Advisors
Illinois
$266K +$266K +5,345 New
CA
791
Continuum Advisory
Idaho
$266K +$266K +5,359 New
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$266K +$3.38K +68 +1%
Lido Advisors
793
Lido Advisors
California
$265K +$745 +15 +0.3%
BMCM
794
Bryn Mawr Capital Management
Pennsylvania
$263K – – –
AIC
795
Aurora Investment Counsel
Georgia
$263K +$263K +5,280 New
LRPA
796
L. Roy Papp & Associates
Arizona
$262K -$4.07K -82 -2%
IFWM
797
Institute for Wealth Management
Colorado
$261K +$261K +5,246 New
ERIM
798
Eagle Ridge Investment Management
Connecticut
$260K – – –
CG
799
Cutler Group
California
$258K -$238K -4,800 -48%
BJL
800
Brighton Jones LLC
Washington
$258K +$14.5K +291 +6%
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