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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 %
SWM
651
SVA Wealth Management
Wisconsin
$577K -$133K -2,712 -19%
DDC
652
DF Dent & Co
Maryland
$575K – – –
VIA
653
Vident Investment Advisory
Georgia
$574K -$19K -386 -3%
WF
654
Welch & Forbes
Massachusetts
$565K -$228K -4,644 -29%
MWA
655
Meridian Wealth Advisors
Texas
$564K +$20.8K +411 +4%
CC
656
ClearArc Capital
Ohio
$561K -$67.9K -1,381 -11%
PIA
657
Piedmont Investment Advisors
North Carolina
$558K -$47.2K -961 -8%
PL
658
Parthenon LLC
Kentucky
$556K – – –
EWM
659
Evermay Wealth Management
Virginia
$555K -$12.4K -253 -2%
DAS
660
Dynamic Advisor Solutions
Arizona
$555K +$555K +11,302 New
ONB
661
Old National Bancorp
Indiana
$553K +$193K +3,933 +54%
BC
662
Bartlett & Co
Ohio
$551K +$6.44K +131 +1%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$551K +$6.44K +131 +1%
TSW
664
Thompson Siegel & Walmsley
Virginia
$542K -$12.6K -256 -2%
CG
665
Cynosure Group
Utah
$542K +$542K +11,038 New
FA
666
Fiducient Advisors
Illinois
$541K – – –
BJL
667
Brighton Jones LLC
Washington
$536K +$287K +5,842 +115%
CCMG
668
Clark Capital Management Group
Pennsylvania
$527K – – –
AWM
669
Altavista Wealth Management
North Carolina
$527K – – –
WIA
670
Wealthstreet Investment Advisors
Texas
$515K -$93.7K -1,908 -15%
RMDI
671
R.M. Davis Inc
Maine
$512K -$54K -1,099 -10%
MFG
672
Monte Financial Group
Connecticut
$510K +$65.2K +1,327 +15%
SHA
673
Seneca House Advisors
Virginia
$509K -$52.4K -1,054 -9%
CF
674
Centaurus Financial
California
$509K +$485K +9,867 +2,030%
GAM
675
Gotham Asset Management
New York
$508K -$820K -16,682 -62%
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