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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 %
PJSIMP
576
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.02M -$2.32K -46 -0.2%
CANY
577
Caxton Associates (New York)
New York
$1.01M +$1.01M +20,088 New
CIAS
578
Capital Investment Advisory Services
North Carolina
$1.01M +$54.7K +1,085 +6%
JG
579
Jefferies Group
New York
$1M -$1.88M -37,304 -65%
SAM
580
Symphony Asset Management
California
$1M -$251K -4,820 -20%
VIA
581
Vantage Investment Advisors
Pennsylvania
$972K -$35.3K -700 -4%
ZCA
582
Zeke Capital Advisors
Pennsylvania
$971K -$105K -2,073 -10%
Simplex Trading
583
Simplex Trading
Illinois
$963K +$963K +19,099 New
AP
584
Advisor Partners
California
$960K +$58.6K +1,163 +7%
SGI
585
Summit Global Investments
Utah
$956K +$376K +7,460 +65%
SCC
586
Spring Creek Capital
Kansas
$937K +$937K +18,579 New
THWM
587
Taylor Hoffman Wealth Management
Virginia
$923K +$353 +7 +0%
AWM
588
Aevitas Wealth Management
Massachusetts
$922K -$74.8K -1,483 -8%
GCA
589
Gideon Capital Advisors
New York
$904K +$562K +11,153 +165%
WIA
590
Wealthstreet Investment Advisors
Texas
$902K – – –
CA
591
Clearstead Advisors
Ohio
$896K +$23.8K +471 +3%
BS
592
Boenning & Scattergood
Pennsylvania
$896K +$896K +17,775 New
SYBT
593
Stock Yards Bank & Trust
Kentucky
$886K – – –
GI
594
GAMCO Investors
Connecticut
$883K – – –
B
595
Barings
North Carolina
$878K +$520K +10,300 +145%
TNB
596
Thomasville National Bank
Georgia
$874K -$15.1K -300 -2%
MCM
597
Mitchell Capital Management
Kansas
$860K +$193K +3,820 +29%
RCM
598
Riverhead Capital Management
Delaware
$859K +$259K +5,133 +43%
SCM
599
Southport Capital Management
Tennessee
$843K -$339K -6,725 -29%
BOH
600
Bank of Hawaii
Hawaii
$835K +$9.33K +185 +1%
22 23
24
25 26