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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 %
First Manhattan
701
First Manhattan
New York
$490K -$35.3K -701 -7%
FQ
702
First Quadrant
California
$487K – – –
CNBT
703
Canandaigua National Bank & Trust
New York
$485K -$115K -2,288 -19%
KA
704
Kovack Advisors
Florida
$483K +$483K +9,569 New
SC
705
SRB Corp
Massachusetts
$480K +$288K +5,718 +150%
ANRIA
706
American National Registered Investment Advisor
Texas
$479K – – –
BRWA
707
B. Riley Wealth Advisors
Florida
$473K -$33.2K -656 -7%
IAMOG
708
Investors Asset Management of Georgia
Georgia
$471K -$4.59K -91 -1%
MPWT
709
MassMutual Private Wealth & Trust
Connecticut
$460K +$228K +4,519 +98%
SFA
710
Sequoia Financial Advisors
Ohio
$459K -$19.3K -383 -4%
MHC
711
Meyer Handelman Company
New York
$459K – – –
SWM
712
SeaCrest Wealth Management
New York
$457K -$7.82K -155 -2%
TU
713
TDAM USA
Ontario, Canada
$457K +$30.2K +598 +7%
NB
714
Northwest Bancshares
Pennsylvania
$456K +$2.02K +40 +0.4%
VF
715
Virtu Financial
New York
$456K +$456K +9,048 New
BCM
716
BlueCrest Capital Management
Jersey
$455K -$6.77M -134,251 -94%
QAM
717
Quantres Asset Management
Cayman Islands
$449K +$449K +8,900 New
CAMG
718
CWA Asset Management Group
Florida
$446K – – –
HB
719
Homrich & Berg
Georgia
$444K +$6K +119 +1%
MNBTD
720
Moody National Bank Trust Division
Texas
$443K – – –
WSCM
721
Wellington Shields Capital Management
New York
$441K +$101K +2,000 +30%
PTC
722
Private Trust Company
Ohio
$440K +$11K +218 +3%
SCM
723
Sterling Capital Management
North Carolina
$432K -$71.4K -1,414 -14%
SEIA
724
Signature Estate & Investment Advisors
California
$432K +$432K +8,559 New
LPT
725
Legacy Private Trust
Wisconsin
$430K +$52.9K +1,050 +14%
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