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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 %
SBL
826
Sargent Bickham Lagudis
Colorado
$24K – – –
YWP
827
YorkBridge Wealth Partners
New York
$24K – – –
CBT
828
Capital Bank & Trust
California
$24K +$24K +525 New
AWM
829
AllSquare Wealth Management
New York
$23K – – –
ACM
830
Armbruster Capital Management
New York
$23K +$23K +517 New
SIAP
831
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K – – –
FC
832
Ferris Capital
Massachusetts
$21K +$21K +469 New
MFBTD
833
MB Financial Bank - Trust Department
Illinois
$20K -$1.12K -25 -5%
PFBT
834
Parkside Financial Bank & Trust
Missouri
$20K +$7.55K +166 +61%
DAM
835
Delta Asset Management
Tennessee
$19K – – –
AIM
836
Arcadia Investment Management
Michigan
$19K +$9.73K +215 +105%
NCM
837
Nelson Capital Management
California
$18K – – –
JGIA
838
Jackson Grant Investment Advisers
Connecticut
$18K – – –
IP
839
Intellectus Partners
California
$18K – – –
GAM
840
Gemmer Asset Management
California
$16K – – –
PK
841
Pflug Koory
Nebraska
$15K – – –
TRCT
842
Tower Research Capital (TRC)
New York
$14K -$22.7K -486 -62%
CCMW
843
Cypress Capital Management (Wyoming)
Wyoming
$13.6K – – –
IR
844
Invictus RG
Bermuda
$13K -$17K -361 -57%
OIA
845
OneDigital Investment Advisors
Kansas
$13K +$13K +281 New
WT
846
Whittier Trust
California
$12K – – –
OFW
847
Omnia Family Wealth
Florida
$12K – – –
CP
848
Corbenic Partners
Pennsylvania
$12K – – –
DIA
849
Davidson Investment Advisors
Montana
$11K – – –
VWA
850
V Wealth Advisors
Kansas
$11K +$11K +250 New
32 33
34
35 36