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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 %
KTC
801
Kistler-Tiffany Companies
Pennsylvania
$53K – – –
GS
802
GAM Systematic
United Kingdom
$49K -$177K -3,883 -78%
BWA
803
BDO Wealth Advisors
Florida
$48K +$48K +1,050 New
HDIM
804
Hanson & Doremus Investment Management
Vermont
$47K – – –
APSP
805
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K – – –
PCA
806
Peddock Capital Advisors
Massachusetts
$46K – – –
WIM
807
Westside Investment Management
California
$45.1K – – –
ClearBridge Investments
808
ClearBridge Investments
New York
$42K – – –
ST
809
Smithfield Trust
Pennsylvania
$42K – – –
RFA
810
Reilly Financial Advisors
California
$41K – – –
BAM
811
Barrett Asset Management
New York
$41K – – –
RFM
812
Royal Fund Management
Florida
$40K – – –
EWM
813
Edge Wealth Management
New York
$39K – – –
BWP
814
Baldwin Wealth Partners
Massachusetts
$38K -$68.8K -1,500 -64%
CAW
815
Cornerstone Advisors (Washington)
Washington
$37K – – –
CFN
816
Cordasco Financial Network
Florida
$37K – – –
TDC
817
Thompson Davis & Co
Virginia
$36K – – –
PFSC
818
Peoples Financial Services Corp
Pennsylvania
$35K +$11.2K +250 +47%
NIC
819
Northwest Investment Counselors
Oregon
$34K +$34K +756 New
JCM
820
Jacobi Capital Management
Pennsylvania
$33K – – –
GWA
821
Guidant Wealth Advisors
Illinois
$31K +$31K +697 New
WA
822
WealthTrust-Arizona
Arizona
$29K – – –
AIM
823
Acrospire Investment Management
Illinois
$26K -$13.7K -300 -34%
RAM
824
Riggs Asset Management
Pennsylvania
$25K +$22.3K +500 +820%
HI
825
Hudock Inc
Pennsylvania
$24K -$36.1K -814 -60%
31 32
33
34 35