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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 %
QPWM
651
Quadrant Private Wealth Management
Pennsylvania
$636K +$636K +12,606 New
FANJ
652
Financial Architects (New Jersey)
New Jersey
$635K +$21.5K +426 +4%
MWM
653
Meridian Wealth Management
Kentucky
$629K – – –
VanEck Associates
654
VanEck Associates
New York
$622K +$622K +12,323 New
DK
655
Darrell & King
Virginia
$620K – – –
SBH
656
Segall Bryant & Hamill
Illinois
$615K +$126K +2,493 +26%
VCM
657
Virtue Capital Management
Tennessee
$615K +$141K +2,803 +30%
TF
658
TLWM Financial
Texas
$608K -$3.73K -74 -0.6%
FNB
659
Farmers National Bank
Kentucky
$607K – – –
TSW
660
Thompson Siegel & Walmsley
Virginia
$599K – – –
VNA
661
VNBTrust National Association
Virginia
$599K – – –
DDC
662
DF Dent & Co
Maryland
$595K +$595K +11,793 New
PL
663
Parthenon LLC
Kentucky
$594K – – –
BBA
664
BLB&B Advisors
Pennsylvania
$590K -$44.5K -882 -7%
BFEC
665
Benjamin F. Edwards & Company
Missouri
$585K – – –
CA
666
Cynosure Advisors
Utah
$582K +$58.2K +1,154 +11%
1WA
667
180 Wealth Advisors
Washington
$581K +$581K +11,509 New
GH
668
GAM Holding
Switzerland
$580K -$62.1K -1,227 -10%
PCM
669
Prelude Capital Management
New York
$579K -$115K -2,287 -17%
CCA
670
Cobblestone Capital Advisors
New York
$577K -$18K -358 -3%
Walleye Trading
671
Walleye Trading
New York
$576K +$576K +11,412 New
BAM
672
Belpointe Asset Management
Nevada
$571K +$571K +11,319 New
BCP
673
Blue Chip Partners
Michigan
$570K +$3.78K +75 +0.7%
CG
674
Colony Group
Massachusetts
$567K +$504 +10 +0.1%
PBO
675
Peoples Bank (Ohio)
Ohio
$557K -$12.4K -246 -2%
25 26
27
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