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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 %
CCM
851
Cribstone Capital Management
Maine
$159K – – –
QCG
852
Quadrant Capital Group
Ohio
$156K +$7.92K +169 +5%
AssetMark Inc
853
AssetMark Inc
California
$155K -$5.72K -115 -4%
FRA
854
Front Row Advisors
California
$142K +$142K +2,860 New
GLI
855
Guardian Life Insurance
New York
$130K +$38.7K +779 +42%
RPC
856
Rossmore Private Capital
Connecticut
$124K +$124K +2,485 New
WTC
857
WhitTier Trust Company
Nevada
$123K – – –
C
858
Cerebellum
California
$123K +$123K +2,467 New
SAM
859
Shamrock Asset Management
Texas
$123K +$123K +2,472 New
KTC
860
Kistler-Tiffany Companies
Pennsylvania
$117K +$59.2K +1,193 +103%
CB
861
Community Bank
New York
$116K – – –
NEAM
862
New England Asset Management
Connecticut
$116K – – –
GP
863
GLG Partners
United Kingdom
$113K +$113K +2,269 New
ARMC
864
American Research & Management Company
Massachusetts
$109K +$109K +2,200 New
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K -$27.2K -549 -20%
MCM
866
Manchester Capital Management
Vermont
$106K – – –
DCM
867
Delpha Capital Management
New York
$106K +$106K +2,127 New
SWMG
868
Signature Wealth Management Group
Georgia
$106K +$106K +2,134 New
LWM
869
Lenox Wealth Management
Ohio
$101K – – –
WB
870
Webster Bank
Connecticut
$99K +$11.2K +225 +13%
WWM
871
Willingdon Wealth Management
North Carolina
$96K +$9.92K +200 +12%
WTB
872
Washington Trust Bank
Washington
$89K – – –
VCM
873
Versant Capital Management
Arizona
$89K – – –
BWA
874
BDO Wealth Advisors
Florida
$89K +$36.6K +732 +70%
IWP
875
Icon Wealth Partners
Texas
$85K +$85K +1,704 New
33 34
35
36 37