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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 %
BAM
901
Barrett Asset Management
New York
$45K – – –
YWP
902
YorkBridge Wealth Partners
New York
$44K – – –
BWL
903
Bogart Wealth LLC
Virginia
$43K +$28.2K +574 +191%
EWM
904
Edge Wealth Management
New York
$42K – – –
BWP
905
Baldwin Wealth Partners
Massachusetts
$41K -$4.95K -100 -11%
CAW
906
Cornerstone Advisors (Washington)
Washington
$41K – – –
CFN
907
Cordasco Financial Network
Florida
$40K – – –
TDC
908
Thompson Davis & Co
Virginia
$39K – – –
HDIM
909
Hanson & Doremus Investment Management
Vermont
$38K +$19.1K +390 +102%
PFSC
910
Peoples Financial Services Corp
Pennsylvania
$37K – – –
GTAM
911
Global Trust Asset Management
Florida
$33K +$33K +671 New
FA
912
Fortis Advisors
Pennsylvania
$29K +$198 +4 +0.7%
FFG
913
Ford Financial Group
California
$29K +$29K +564 New
SFSIG
914
San Francisco Sentry Investment Group
California
$28K – – –
RAM
915
Riggs Asset Management
Pennsylvania
$28K – – –
TFS
916
TrustCore Financial Services
Tennessee
$28K +$28K +571 New
HI
917
Hudock Inc
Pennsylvania
$27K +$148 +3 +0.6%
WT
918
Whittier Trust
California
$27K +$14.1K +288 +109%
AWM
919
AllSquare Wealth Management
New York
$26K – – –
CBT
920
Capital Bank & Trust
California
$26K – – –
CAC
921
Certified Advisory Corp
Florida
$26K +$26K +532 New
SMG
922
Spectrum Management Group
Indiana
$25K -$650 -13 -3%
GT
923
Greenleaf Trust
Michigan
$25K – – –
SIAP
924
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K – – –
PFBT
925
Parkside Financial Bank & Trust
Missouri
$24K +$1.72K +35 +8%
35 36
37
38 39