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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 %
GXMC
601
Global X Management Company
New York
$835K +$244K +4,830 +41%
DTL
602
Dynamic Technology Lab
Singapore
$832K -$640K -12,674 -43%
CG
603
Caprock Group
Idaho
$830K -$22.2K -441 -3%
SIAP
604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$824K +$800K +15,862 +3,311%
CPIA
605
Cornell Pochily Investment Advisors
New York
$822K -$3.03K -60 -0.4%
FSA
606
Franklin Street Advisors
North Carolina
$821K -$594K -11,779 -42%
AW
607
Alpha Windward
Massachusetts
$820K +$544K +10,784 +197%
SSB
608
Sandy Spring Bank
Maryland
$818K +$8.88K +176 +1%
MA
609
Minerva Advisors
Pennsylvania
$815K – – –
Nomura Holdings
610
Nomura Holdings
Japan
$808K -$6.25M -119,059 -89%
SWM
611
SVA Wealth Management
Wisconsin
$807K -$44.8K -888 -5%
AA
612
ALPS Advisors
Colorado
$793K +$127K +2,514 +19%
LNWWM
613
Laird Norton Wetherby Wealth Management
California
$790K +$36.1K +716 +5%
AT
614
Arden Trust
Delaware
$776K -$159K -3,153 -17%
BIA
615
BHK Investment Advisors
Alabama
$767K +$39.2K +778 +5%
CIA
616
Capital Investment Advisors
Georgia
$766K +$2.88K +57 +0.4%
WAM
617
Wealthspire Advisors (Maryland)
Maryland
$763K +$39.6K +784 +5%
CTC
618
Central Trust Company
Missouri
$760K +$230K +4,565 +43%
IRF
619
IBM Retirement Fund
New York
$755K -$122K -2,425 -14%
AIP
620
Ameritas Investment Partners
Nebraska
$746K -$76.5K -1,517 -9%
EHWM
621
Eads & Heald Wealth Management
Georgia
$742K +$19.4K +385 +3%
KRSITF
622
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$741K -$157K -3,111 -17%
CSS
623
Cubist Systematic Strategies
Connecticut
$737K -$3.44M -68,124 -82%
SCCM
624
Schafer Cullen Capital Management
New York
$736K +$43.4K +860 +6%
CM
625
Cornerstone Management
Georgia
$726K – – –
23 24
25
26 27