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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 %
FA
676
Fiducient Advisors
Illinois
$555K – – –
AWM
677
Altavista Wealth Management
North Carolina
$554K – – –
KC
678
Kingfisher Capital
North Carolina
$551K -$31.1K -616 -5%
GJIC
679
Gamble Jones Investment Counsel
California
$548K – – –
PFS
680
Prospera Financial Services
Texas
$540K +$3.84K +76 +0.7%
BC
681
Bartlett & Co
Ohio
$535K -$39.3K -779 -7%
BCWM
682
Bartlett & Co Wealth Management
Ohio
$535K -$39.3K -779 -7%
GRQ
683
Gardner Russo & Quinn
Pennsylvania
$534K -$309K -6,112 -37%
WCA
684
Westover Capital Advisors
Delaware
$533K -$80.7K -1,600 -13%
LWAC
685
Laurel Wealth Advisors (California)
California
$520K +$92K +1,824 +21%
LCM
686
Leisure Capital Management
California
$519K +$264K +5,237 +104%
CCG
687
Cypress Capital Group
Florida
$516K +$199K +3,940 +63%
DAS
688
Dynamic Advisor Solutions
Arizona
$515K +$8.23K +163 +2%
MYAM
689
Meiji Yasuda Asset Management
Japan
$511K -$58.5K -1,160 -10%
CIM
690
CIM Investment Management
Pennsylvania
$510K -$16.7K -331 -3%
GC
691
Gratus Capital
Georgia
$507K -$322K -6,392 -39%
WPW
692
Winthrop Partners - WNY
New York
$504K – – –
MLL
693
Moody Lynn & Lieberson
Massachusetts
$504K – – –
AA
694
Ancora Advisors
Ohio
$504K – – –
BUB
695
BBVA USA Bancshares
Texas
$501K -$86.3K -1,712 -15%
CBT
696
Central Bank & Trust
Kentucky
$501K -$28.7K -570 -5%
FPFS
697
First Personal Financial Services
North Carolina
$500K +$180K +3,560 +56%
EWM
698
Edge Wealth Management
New York
$499K -$2.27K -45 -0.5%
DWM
699
Dakota Wealth Management
Florida
$496K +$496K +9,835 New
EWM
700
Evermay Wealth Management
Virginia
$493K -$1.26K -25 -0.3%
26 27
28
29 30