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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
1
Janus Henderson Group
United Kingdom
$186M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.52B
3
Citadel Advisors
3
Citadel Advisors
Florida
$59.4M
4
BG
4
Bahl & Gaynor
Ohio
$243M
5
Bank of America
5
Bank of America
North Carolina
$622M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$512M
2
American Century Companies
2
American Century Companies
Missouri
$327M
3
AIM
3
abrdn Investment Management
United Kingdom
$311M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.18B
5
Barclays
5
Barclays
United Kingdom
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
851
TCI Wealth Advisors
Arizona
$10K -$15.1K -333 -60%
FCMT
852
Founders Capital Management (Texas)
Texas
$10K -$3.33K -75 -25%
SGAM
853
Smith Group Asset Management
Texas
$10K – – –
PMFA
854
Plante Moran Financial Advisors
Michigan
$10K – – –
HR
855
Howe & Rusling
New York
$9K +$5.29K +111 +142%
GBT
856
Grove Bank & Trust
Florida
$7K – – –
IPC
857
Independent Portfolio Consultants
Florida
$7K – – –
TFO
858
Tarbox Family Office
California
$7K – – –
PCP
859
Proficio Capital Partners
Massachusetts
$7K +$392 +8 +6%
LWA
860
Lowe Wealth Advisors
Maryland
$6K – – –
AUB
861
Atlantic Union Bankshares
Virginia
$4.8K +$26 +572 +0.5%
WAS
862
Winch Advisory Services
Wisconsin
$4K -$1.3M -29,627 -100%
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$4K -$43 -1 -1%
IAS
864
INR Advisory Services
Pennsylvania
$4K – – –
WAS
865
WESPAC Advisors SoCal
California
$4K – – –
LYV
866
Live Your Vision
Pennsylvania
$3K – – –
BL
867
Balentine LLC
Georgia
$3K – – –
CRC
868
Curi RMB Capital
Illinois
$3K +$895 +17 +43%
SFSIG
869
San Francisco Sentry Investment Group
California
$3K +$3K +60 New
IUHSA
870
Itau Unibanco Holding S.A.
Brazil
$3K +$3K +60 New
CHP
871
Cable Hill Partners
Oregon
$2K +$1.44K +36 +257%
WEC
872
Winslow Evans & Crocker
Massachusetts
$1.91K -$72.6K -1,600 -97%
FA
873
FMA Advisory
Pennsylvania
$312 – +8 +0.1%
IWM
874
IHT Wealth Management
Illinois
$13 +$8 +2,294 +166%
HW
875
Hancock Whitney
Mississippi
– -$14.5M -324,188 Closed
33 34
35
36 37