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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 %
PA
876
Parallel Advisors
California
$82K – – –
WAP
877
Wealthcare Advisory Partners
Pennsylvania
$82K +$2.49K +50 +3%
AF
878
Allworth Financial
California
$81K – – –
VFA
879
Virtus Fund Advisers
Connecticut
$78K – – –
FPB
880
First PREMIER Bank
South Dakota
$77K – – –
PH
881
Pinnacle Holdings
Oklahoma
$71.7K – – –
MRCM
882
M&R Capital Management
New Jersey
$70K -$38K -774 -35%
AIM
883
Advantage Investment Management
Iowa
$67K +$50 +1 +0.1%
II
884
Inspire Investing
Idaho
$67K +$67K +1,349 New
PCA
885
Providence Capital Advisors
North Carolina
$67K +$67K +1,355 New
CA
886
Calton & Associates
Florida
$66K +$66K +1,220 New
AC
887
Avestar Capital
New York
$66K +$66K +1,396 New
CFG
888
CKW Financial Group
Hawaii
$60K – – –
FFC
889
First Financial Corp
Indiana
$58K – – –
NIM
890
NuWave Investment Management
New Jersey
$58K +$58K +1,149 New
JCM
891
Jacobi Capital Management
Pennsylvania
$53K +$10.4K +203 +24%
WIM
892
Westside Investment Management
California
$51.2K – – –
APSP
893
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K – – –
PCA
894
Peddock Capital Advisors
Massachusetts
$50K – – –
PCP
895
Proficio Capital Partners
Massachusetts
$50K +$2.67K +54 +6%
PMFA
896
Plante Moran Financial Advisors
Michigan
$48K +$37.6K +755 +360%
LC
897
Landaas & Company
Wisconsin
$47K – – –
RFM
898
Royal Fund Management
Florida
$47K +$2.63K +53 +6%
ClearBridge Investments
899
ClearBridge Investments
New York
$46K – – –
ST
900
Smithfield Trust
Pennsylvania
$46K – – –
34 35
36
37 38