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Truist Financial
TFC

Overview Fund Activity

1,041 hedge funds and large institutions have $26.7B invested in Truist Financial in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 386 increasing their positions, 409 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,041
Holders Change
-8
Holders Change %
-0.76%
% of All Funds
22.65%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.48%
New
82
Increased
386
Reduced
409
Closed
80
Calls
$178M
Puts
$155M
Net Calls
+$23.1M
Net Calls Change
-$17.6M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$290M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$176M
3
Franklin Resources
Franklin Resources
California
+$174M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$125M
5
Dodge & Cox
Dodge & Cox
California
+$115M

Top Sellers

1
BlackRock
BlackRock
New York
-$295M
2
Invesco
Invesco
Georgia
-$75M
3
MHI
Miller Howard Investments
New York
-$69.9M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$33.7M
5
ZIM
Zacks Investment Management
Illinois
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTWM
551
TCV Trust & Wealth Management
Virginia
$1.09M -$3.19K -65 -0.3%
Capstone Investment Advisors
552
Capstone Investment Advisors
New York
$1.08M +$2.46K +50 +0.2%
VLKIM
553
Van Lanschot Kempen Investment Management
Netherlands
$1.05M -$233K -4,742 -18%
FSA
554
Franklin Street Advisors
North Carolina
$1.04M -$4.91K -100 -0.5%
PP
555
Prudential plc
United Kingdom
$1.04M +$256K +5,200 +33%
JPMPWA
556
J.P. Morgan Private Wealth Advisors
California
$1.04M -$48.8K -993 -4%
IPW
557
Inlet Private Wealth
Florida
$1.04M – – –
Simplex Trading
558
Simplex Trading
Illinois
$1.03M -$2.95M -60,063 -74%
SB
559
Simmons Bank
Arkansas
$1.03M -$85.9K -1,747 -8%
PA
560
Probity Advisors
Texas
$1.03M -$77.7K -1,583 -7%
JIC
561
Johnson Investment Counsel
Ohio
$1.03M -$43.9K -893 -4%
IBOK
562
Independence Bank of Kentucky
Kentucky
$1.02M -$176K -3,585 -15%
THWM
563
Taylor Hoffman Wealth Management
Virginia
$1.02M -$92.7K -1,887 -8%
CA
564
Clearstead Advisors
Ohio
$1.02M +$85.8K +1,747 +9%
SCM
565
Southport Capital Management
Tennessee
$1.01M +$196K +3,981 +24%
AP
566
Advisor Partners
California
$1.01M +$5.06K +103 +0.5%
TAM
567
Tocqueville Asset Management
New York
$988K -$1.11M -22,521 -53%
MWM
568
Modera Wealth Management
New Jersey
$987K +$4.91K +100 +0.5%
KA
569
Kovack Advisors
Florida
$987K +$514K +10,472 +109%
CIP
570
Convergence Investment Partners
Florida
$975K +$975K +19,851 New
LNWWM
571
Laird Norton Wetherby Wealth Management
California
$961K +$12.3K +250 +1%
WAAG
572
Wealth Alliance Advisory Group
Kansas
$953K -$158K -3,168 -14%
SYBT
573
Stock Yards Bank & Trust
Kentucky
$953K -$108K -2,205 -10%
MA
574
MUFG Americas
New York
$950K -$73.3K -1,492 -7%
EHWM
575
Eads & Heald Wealth Management
Georgia
$936K -$15.1K -307 -2%
21 22
23
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