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Truist Financial
TFC

Overview Fund Activity

879 hedge funds and large institutions have $24.4B invested in Truist Financial in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 310 increasing their positions, 347 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
+5
Holders Change %
+0.57%
% of All Funds
21.95%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
74
Increased
310
Reduced
347
Closed
60
Calls
$174M
Puts
$183M
Net Calls
-$8.61M
Net Calls Change
+$22.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$867M
2
Allianz Asset Management
Allianz Asset Management
Germany
$101M
3
BlackRock
BlackRock
New York
$2.31B
4
Barclays
Barclays
United Kingdom
$90.9M
5
American Century Companies
American Century Companies
Missouri
$381M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$108M
2
Macquarie Group
Macquarie Group
Australia
$728M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$130M
4
SCM
Sterling Capital Management
North Carolina
$592K
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
851
Whittier Trust
California
$12K – – –
TRCT
852
Tower Research Capital (TRC)
New York
$11K -$3.41K -71 -24%
FCMT
853
Founders Capital Management (Texas)
Texas
$11K – – –
SGAM
854
Smith Group Asset Management
Texas
$11K – – –
TG
855
TLP Group
Illinois
$11K +$11K +238 New
TWA
856
TCI Wealth Advisors
Arizona
$10K -$676 -14 -6%
PMFA
857
Plante Moran Financial Advisors
Michigan
$10K – – –
HR
858
Howe & Rusling
New York
$9K +$321 +7 +4%
TFO
859
Tarbox Family Office
California
$9K +$2.23K +49 +33%
GBT
860
Grove Bank & Trust
Florida
$8K – – –
FPS
861
Fieldpoint Private Securities
Connecticut
$7K +$7K +150 New
RIA
862
RPG Investment Advisory
California
$7K +$7K +155 New
LWA
863
Lowe Wealth Advisors
Maryland
$6K – – –
LA
864
Legacy Advisors
Pennsylvania
$6K +$6K +132 New
OFW
865
Omnia Family Wealth
Florida
$5K -$8.84K -175 -64%
CRC
866
Curi RMB Capital
Illinois
$5K +$2.26K +47 +82%
BWM
867
Baystate Wealth Management
Massachusetts
$4K -$68.5K -1,370 -94%
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
WAS
869
WESPAC Advisors SoCal
California
$4K – – –
IAS
870
INR Advisory Services
Pennsylvania
$4K +$50 +1 +1%
BL
871
Balentine LLC
Georgia
$3K – – –
CIM
872
Contravisory Investment Management
Massachusetts
$3K +$3K +70 New
AAP
873
Arax Advisory Partners
Colorado
$2K -$99.3K -2,979 -98%
CCM
874
Covington Capital Management
California
$2K +$2K +35 New
MFW
875
Mosaic Family Wealth
Missouri
$2K +$2K +38 New
33 34
35
36 37