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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 %
OIA
926
OneDigital Investment Advisors
Kansas
$23K -$4.91K -99 -18%
MFBTD
927
MB Financial Bank - Trust Department
Illinois
$22K – – –
LYV
928
Live Your Vision
Pennsylvania
$22K +$106 +2 +0.5%
AIM
929
Arcadia Investment Management
Michigan
$21K – – –
DAM
930
Delta Asset Management
Tennessee
$21K – – –
EARNEST Partners
931
EARNEST Partners
Georgia
$21K +$21K +423 New
IP
932
Intellectus Partners
California
$20K – – –
JGIA
933
Jackson Grant Investment Advisers
Connecticut
$20K +$148 +3 +0.7%
GAM
934
Gemmer Asset Management
California
$18K – – –
MOS
935
MGO One Seven
Ohio
$18K +$18K +360 New
GFP
936
Gryphon Financial Partners
Ohio
$17K +$17K +335 New
PK
937
Pflug Koory
Nebraska
$15K – – –
CCMW
938
Cypress Capital Management (Wyoming)
Wyoming
$15K – – –
SGAM
939
Smith Group Asset Management
Texas
$15K +$3.5K +70 +30%
CP
940
Corbenic Partners
Pennsylvania
$14K – – –
CAM
941
CenterStar Asset Management
Illinois
$14K – – –
LWCFA
942
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$13.3K +265 +1,893%
CIA
943
Cascade Investment Advisors
Oregon
$13.8K +$13.8K +277 New
VCM
944
Vigilant Capital Management
Maine
$13K +$13K +260 New
NCM
945
Nelson Capital Management
California
$12K -$7.2K -150 -38%
FCMT
946
Founders Capital Management (Texas)
Texas
$11K – – –
SPI
947
Santori & Peters Inc
Pennsylvania
$11K +$11K +219 New
TWA
948
TCI Wealth Advisors
Arizona
$10K – – –
TFO
949
Tarbox Family Office
California
$10K – – –
GBBWRPM
950
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$9K +150 New
36 37
38
39 40