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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 %
AT
676
Arden Trust
Delaware
$504K -$73.7K -1,502 -13%
BCP
677
Blue Chip Partners
Michigan
$503K -$26.3K -534 -5%
BMC
678
Benin Management Corp
Connecticut
$502K – – –
GRQ
679
Gardner Russo & Quinn
Pennsylvania
$501K +$2.11K +43 +0.4%
HWA
680
Heritage Wealth Advisors
Virginia
$499K +$24.3K +494 +5%
DCM
681
Dupont Capital Management
Delaware
$499K +$83.5K +1,700 +20%
ECG
682
Edge Capital Group
Georgia
$494K -$12.6K -256 -2%
First Manhattan
683
First Manhattan
New York
$493K – – –
WPW
684
Winthrop Partners - WNY
New York
$491K – – –
MLL
685
Moody Lynn & Lieberson
Massachusetts
$491K – – –
CIM
686
CIM Investment Management
Pennsylvania
$491K +$17.1K +348 +4%
TIA
687
Tandem Investment Advisors
South Carolina
$491K +$21.1K +430 +4%
WC
688
Westhampton Capital
North Carolina
$491K +$491K +9,987 New
SBH
689
Segall Bryant & Hamill
Illinois
$489K -$16.6K -337 -3%
SFA
690
Sequoia Financial Advisors
Ohio
$488K -$737 -15 -0.2%
FB
691
Fulton Bank
Pennsylvania
$485K +$25.1K +509 +5%
RIM
692
Rampart Investment Management
Connecticut
$483K -$682K -13,894 -59%
KC
693
Kingfisher Capital
North Carolina
$483K +$2.02K +41 +0.4%
IUHSA
694
Itau Unibanco Holding S.A.
Brazil
$483K +$288K +5,858 +147%
EMG
695
Ellington Management Group
Connecticut
$481K +$162K +3,300 +51%
CAMG
696
CWA Asset Management Group
Florida
$479K -$8.06K -164 -2%
MSAM
697
Moloney Securities Asset Management
Missouri
$477K -$11.7K -237 -2%
EWM
698
Edge Wealth Management
New York
$475K – – –
FQ
699
First Quadrant
California
$474K – – –
FAM
700
Formidable Asset Management
Ohio
$471K +$149K +3,002 +46%
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