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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 %
CF
626
Centaurus Financial
California
$724K +$122K +2,416 +20%
CTI
627
Community Trust & Investment
Kentucky
$715K -$7.06K -140 -1%
BAS
628
Brown Advisory Securities
Maryland
$713K +$101 +2 +0%
BI
629
Ballast Inc
Kentucky
$707K +$2.62K +52 +0.4%
LS
630
Livforsakringsbolaget Skandia
Sweden
$705K +$85.7K +1,700 +14%
SPIA
631
Steward Partners Investment Advisory
New York
$695K -$44.6K -885 -6%
BCM
632
Bayesian Capital Management
New York
$694K -$450K -8,920 -39%
BMC
633
Benin Management Corp
Connecticut
$687K – – –
WFG
634
Wills Financial Group
Virginia
$686K -$26.6K -528 -4%
CIC
635
Crawford Investment Counsel
Georgia
$685K +$1.92K +38 +0.3%
CIP
636
Cornerstone Investment Partners
Georgia
$683K -$5.04K -100 -0.7%
S
637
SignatureFD
Georgia
$683K +$382K +7,568 +127%
FAAS
638
First Allied Advisory Services
California
$682K -$114K -2,261 -14%
RMDI
639
R.M. Davis Inc
Maine
$682K -$50.4K -1,000 -7%
CIA
640
CSat Investment Advisory
Michigan
$681K +$681K +13,492 New
ACS
641
Archford Capital Strategies
Illinois
$678K +$678K +13,433 New
MF
642
Magnetar Financial
Illinois
$667K +$256K +5,071 +62%
UF
643
Univest Financial
Pennsylvania
$660K -$119K -2,364 -15%
SHA
644
Seneca House Advisors
Virginia
$660K +$60.3K +1,195 +10%
KC
645
Kepos Capital
New York
$657K – – –
ECM
646
Element Capital Management
New York
$657K +$428K +8,487 +187%
SAM
647
Silvercrest Asset Management
New York
$651K – – –
FWCM
648
First Western Capital Management
California
$645K +$106K +2,110 +20%
GHA
649
GW Henssler & Associates
Georgia
$644K -$80.2K -1,590 -11%
Verition Fund Management
650
Verition Fund Management
Connecticut
$644K +$644K +12,763 New
24 25
26
27 28