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Truist Financial
TFC

Overview Fund Activity

1,030 hedge funds and large institutions have $25.6B invested in Truist Financial in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 404 increasing their positions, 375 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
23.61%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.55%
New
86
Increased
404
Reduced
375
Closed
75
Calls
$169M
Puts
$75.9M
Net Calls
+$93M
Net Calls Change
+$44.2M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$346M
2
Bank of America
Bank of America
North Carolina
+$219M
3
Ameriprise
Ameriprise
Minnesota
+$104M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$96.9M
5
Prudential Financial
Prudential Financial
New Jersey
+$88.4M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$69M
2
Goldman Sachs
Goldman Sachs
New York
-$62.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$57.4M
4
Dodge & Cox
Dodge & Cox
California
-$53.2M
5
State Street
State Street
Massachusetts
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
376
Salzhauer Michael
$3.19M – – –
SCA
377
Strategic Capital Advisers
Colorado
$3.18M +$1.09M +21,255 +52%
MCM
378
Maryland Capital Management
Maryland
$3.16M – – –
CS
379
Comerica Securities
Michigan
$3.15M -$15.5K -308 -0.5%
IMOV
380
Investment Management of Virginia
Virginia
$3.15M -$576K -11,414 -15%
VNA
381
Valley National Advisers
Pennsylvania
$3.1M -$30K -594 -1%
Citadel Advisors
382
Citadel Advisors
Florida
$3.05M -$13.1M -259,582 -81%
LFA
383
Legacy Financial Advisors
Kentucky
$3.04M – – –
GIM
384
Goelzer Investment Management
Indiana
$3.03M -$108K -2,147 -3%
EB
385
Eastern Bank
Massachusetts
$3.02M +$57.5K +1,140 +2%
SAM
386
Shell Asset Management
Netherlands
$2.99M -$456K -9,050 -13%
Wealth Enhancement Advisory Services
387
Wealth Enhancement Advisory Services
Minnesota
$2.92M +$2.92M +55,245 New
HFS
388
HL Financial Services
Kentucky
$2.91M -$19.8K -393 -0.7%
DHFB
389
Dixon Hubard Feinour & Brown
Virginia
$2.89M -$45.1K -895 -2%
NC
390
Northpointe Capital
Michigan
$2.89M +$2.89M +57,195 New
AF
391
AMG Funds
Connecticut
$2.88M -$443K -8,776 -13%
HPC
392
HM Payson & Co
Maine
$2.86M -$9.33K -185 -0.3%
AOWM
393
Alpha Omega Wealth Management
Virginia
$2.73M +$88.2K +1,748 +3%
MC
394
Moors & Cabot
Massachusetts
$2.73M +$46.8K +927 +2%
TF
395
Tompkins Financial
New York
$2.72M +$17.6K +349 +0.7%
LW
396
Linscomb Wealth
Texas
$2.72M +$292K +5,797 +12%
BO
397
Bank OZK
Arkansas
$2.7M -$274K -5,441 -9%
CIBC World Market
398
CIBC World Market
Ontario, Canada
$2.7M +$673K +13,334 +33%
BIA
399
BMT Investment Advisors
Pennsylvania
$2.7M +$63K +1,250 +2%
PP
400
Paloma Partners
Connecticut
$2.69M +$1.63M +32,302 +153%
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