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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 %
SFI
551
SPC Financial Inc
Maryland
$1.17M +$124K +2,465 +12%
UAS
552
United Asset Strategies
New York
$1.17M -$130K -2,571 -10%
NCM
553
Novare Capital Management
North Carolina
$1.16M -$15.1K -300 -1%
CBB
554
Citizens Business Bank
California
$1.16M – – –
FM
555
Foster & Motley
Ohio
$1.14M +$82.1K +1,628 +8%
DWA
556
Douglass Winthrop Advisors
New York
$1.14M +$116K +2,305 +11%
TRCT
557
Tower Research Capital (TRC)
New York
$1.14M +$975K +19,319 +601%
GRP
558
Global Retirement Partners
California
$1.13M -$353 -7 -0%
CRC
559
Curi RMB Capital
Illinois
$1.13M +$194K +3,852 +21%
WAAG
560
Wealth Alliance Advisory Group
Kansas
$1.12M – – –
JIC
561
Johnson Investment Counsel
Ohio
$1.12M +$519K +10,294 +87%
SJIM
562
St. Johns Investment Management
Florida
$1.1M +$14.4K +286 +1%
RCAG
563
Rehmann Capital Advisory Group
Michigan
$1.09M +$6.81K +135 +0.6%
CS
564
Credential Securities
$1.06M -$58.7K -1,163 -5%
BA
565
Bridgewater Associates
Connecticut
$1.06M -$443K -8,789 -30%
CCM
566
Cullen Capital Management
New York
$1.05M – – –
Nuveen Asset Management
567
Nuveen Asset Management
Illinois
$1.05M +$4.09K +81 +0.4%
Federated Hermes
568
Federated Hermes
Pennsylvania
$1.05M +$91.4K +1,813 +10%
MWM
569
Modera Wealth Management
New Jersey
$1.04M +$2.52K +50 +0.2%
HCM
570
Hall Capital Management
Rhode Island
$1.04M +$38.8K +770 +4%
Mariner
571
Mariner
Kansas
$1.04M +$818K +16,219 +370%
SSWM
572
Sheets Smith Wealth Management
North Carolina
$1.03M -$40K -793 -4%
PI
573
PHH Investments
Texas
$1.03M -$9.23K -183 -0.9%
CAG
574
Csenge Advisory Group
Florida
$1.02M +$357K +7,034 +54%
PI
575
Putnam Investments
Massachusetts
$1.02M -$89K -1,766 -8%
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