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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 %
BOH
601
Bank of Hawaii
Hawaii
$762K -$49.7K -1,011 -6%
CG
602
Colony Group
Massachusetts
$760K +$1.23K +25 +0.2%
AWM
603
AE Wealth Management
Kansas
$758K +$265K +5,400 +54%
GCP
604
GSA Capital Partners
United Kingdom
$754K -$1.25M -25,514 -62%
APA
605
American Portfolios Advisors
New York
$725K +$6.34K +129 +0.9%
CIA
606
Capital Investment Advisors
Georgia
$723K -$11.6K -237 -2%
SAM
607
Silvercrest Asset Management
New York
$720K -$17.7K -360 -2%
RB
608
Rodgers Brothers
Pennsylvania
$720K +$196 +4 +0%
WAM
609
Wealthspire Advisors (Maryland)
Maryland
$713K -$22.5K -459 -3%
AAS
610
Avantax Advisory Services
Texas
$712K +$142K +2,894 +25%
S
611
Seeyond
France
$711K +$141K +2,873 +25%
MYAM
612
Meiji Yasuda Asset Management
Japan
$708K +$81.1K +1,650 +13%
CB
613
Community Bank
New York
$704K +$165K +3,350 +31%
CTC
614
Central Trust Company
Missouri
$703K +$110K +2,179 +18%
CEP
615
Chicago Equity Partners
Illinois
$702K – – –
QI
616
QS Investors
New York
$699K -$182K -3,700 -21%
CTI
617
Community Trust & Investment
Kentucky
$696K – – –
SSA
618
Schonfeld Strategic Advisors
New York
$693K +$693K +14,100 New
SSB
619
Sandy Spring Bank
Maryland
$692K +$23.6K +481 +4%
JCM
620
Jacobi Capital Management
Pennsylvania
$680K +$252K +5,117 +59%
Connor, Clark & Lunn Investment Management (CC&L)
621
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$679K -$9.51M -193,665 -93%
UF
622
Univest Financial
Pennsylvania
$679K -$7.47K -152 -1%
AIP
623
Ameritas Investment Partners
Nebraska
$679K +$7.66K +156 +1%
PJSIMP
624
P.J. Schmidt Investment Management (PJS)
Wisconsin
$675K -$90.3K -1,838 -12%
WFG
625
Wills Financial Group
Virginia
$672K +$3.54K +72 +0.5%
23 24
25
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