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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 %
VWM
501
Valley Wealth Managers
New Jersey
$1.52M -$71.3K -1,414 -4%
LIA
502
LS Investment Advisors
Michigan
$1.5M -$46.1K -914 -3%
SG Americas Securities
503
SG Americas Securities
New York
$1.5M -$4.62M -91,626 -75%
OI
504
Oakbrook Investments
Illinois
$1.5M -$1.55M -30,795 -51%
BSW
505
Buckingham Strategic Wealth
Missouri
$1.47M +$696K +13,791 +90%
ZIC
506
ZWJ Investment Counsel
Georgia
$1.46M -$26.2K -519 -2%
MMA
507
Miracle Mile Advisors
California
$1.46M – – –
DC
508
Diametric Capital
Massachusetts
$1.46M -$818K -16,221 -36%
GFPC
509
Global Financial Private Capital
Florida
$1.45M +$1.45M +28,828 New
BBHC
510
Brown Brothers Harriman & Co
New York
$1.45M -$32.5K -645 -2%
PT
511
Plimoth Trust
Massachusetts
$1.45M +$20.4K +405 +1%
BSB
512
Bangor Savings Bank
Maine
$1.44M -$42.2K -837 -3%
Mirae Asset Global Investments
513
Mirae Asset Global Investments
South Korea
$1.42M +$451K +8,930 +47%
QCMC
514
Quantum Capital Management (California)
California
$1.41M -$14.5K -288 -1%
ODCM
515
Old Dominion Capital Management
Virginia
$1.4M +$17.4K +346 +1%
MA
516
Montag & Associates
Georgia
$1.39M – – –
RIM
517
Rampart Investment Management
Connecticut
$1.39M -$231K -4,586 -14%
WorldQuant Millennium Advisors
518
WorldQuant Millennium Advisors
New York
$1.39M +$1.39M +27,584 New
SMM
519
Stadion Money Management
Georgia
$1.38M -$374K -7,411 -21%
PA
520
Profund Advisors
Maryland
$1.37M -$843K -16,712 -38%
AMIM
521
Aull & Monroe Investment Management
Alabama
$1.37M -$12.6K -250 -0.9%
Daiwa Securities Group
522
Daiwa Securities Group
Japan
$1.36M +$70.9K +1,406 +5%
PA
523
Probity Advisors
Texas
$1.36M +$85.1K +1,687 +7%
KCM
524
Kempner Capital Management
Texas
$1.34M -$807 -16 -0.1%
AF
525
Arrow Financial
New York
$1.34M – – –
19 20
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