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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 %
OMCS
426
Old Mutual Customised Solutions
South Africa
$2.41M – – –
ACM
427
Argyle Capital Management
Pennsylvania
$2.41M -$50.4K -1,000 -2%
WAM
428
World Asset Management
Michigan
$2.41M +$45.5K +903 +2%
TSWM
429
Triangle Securities Wealth Management
North Carolina
$2.4M +$362K +7,177 +18%
CICI
430
Capital Investment Counsel Inc
North Carolina
$2.35M -$5.04K -100 -0.2%
HT
431
Heritage Trust
Oklahoma
$2.33M +$404 +8 +0%
William Blair & Company
432
William Blair & Company
Illinois
$2.32M -$827K -16,404 -26%
LSERS
433
Louisiana State Employees Retirement System
Louisiana
$2.32M -$80.7K -1,600 -3%
CC
434
ClearArc Capital
Ohio
$2.27M +$200K +3,962 +10%
HVIA
435
Hudson Valley Investment Advisors
New York
$2.27M +$2.27M +45,008 New
JSL
436
JT Stratford LLC
Georgia
$2.25M -$91.8K -1,820 -4%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$2.22M -$109K -2,162 -5%
SFSG
438
Stearns Financial Services Group
North Carolina
$2.19M -$706 -14 -0%
AG
439
Advisor Group
Arizona
$2.16M -$61.4K -1,218 -3%
MCIM
440
Meadow Creek Investment Management
Georgia
$2.13M +$631K +12,516 +42%
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$2.12M +$331K +6,559 +18%
CIP
442
Convergence Investment Partners
Florida
$2.12M +$2.02M +39,948 +2,023%
LTFS
443
Ladenburg Thalmann Financial Services
Florida
$2.11M – – –
AAMA
444
Advanced Asset Management Advisors
Ohio
$2.11M +$50 +1 +0%
Thrivent Financial for Lutherans
445
Thrivent Financial for Lutherans
Minnesota
$2.11M -$7.77K -154 -0.4%
IIM
446
Ipswich Investment Management
Massachusetts
$2.11M -$125K -2,485 -6%
BDS
447
Banco de Sabadell
Florida
$2.09M +$288K +5,708 +16%
PCA
448
Providence Capital Advisors
North Carolina
$2.09M +$225K +4,470 +12%
PCTC
449
Perkins Coie Trust Company
Washington
$2.09M -$605 -12 -0%
CCP
450
Corient Capital Partners
California
$2.08M +$1.29M +25,576 +164%
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