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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 %
HIM
726
Hermes Investment Management
United Kingdom
$429K – – –
SFM
727
Signet Financial Management
New Jersey
$428K – – –
BW
728
Bison Wealth
Georgia
$424K +$302 +6 +0.1%
SXL
729
Summit X LLC
Missouri
$422K +$74.8K +1,452 +22%
CIC
730
Carnegie Investment Counsel
Ohio
$422K +$422K +8,143 New
BHWM
731
Bar Harbor Wealth Management
New Hampshire
$414K -$10.6K -210 -2%
MMG
732
Monetary Management Group
Missouri
$412K – – –
AL
733
Aspiriant LLC
California
$410K +$65.7K +1,301 +19%
P
734
Pitcairn
Pennsylvania
$407K -$2.42K -48 -0.6%
HCM
735
Highlander Capital Management
New Jersey
$407K – – –
WWM
736
Wagner Wealth Management
South Carolina
$406K -$19.6K -388 -5%
SS
737
Simplicity Solutions
Minnesota
$404K +$404K +8,011 New
TFA
738
Toth Financial Advisory
Virginia
$402K +$23.1K +457 +6%
MA
739
Marshwinds Advisory
Georgia
$401K +$605 +12 +0.2%
CIA
740
CCM Investment Advisers
South Carolina
$399K +$9.07K +180 +2%
LOAME
741
Lombard Odier Asset Management (Europe)
United Kingdom
$391K -$42.1K -834 -10%
LNC
742
Lincoln National Corp
Pennsylvania
$391K +$27K +537 +7%
PCM
743
Parsons Capital Management
Rhode Island
$388K +$30.2K +600 +8%
VFP
744
Verus Financial Partners
Virginia
$383K -$19.7K -390 -5%
CWM
745
Cornerstone Wealth Management
Missouri
$382K +$382K +19,543 New
HSA
746
HBK Sorce Advisory
Pennsylvania
$379K -$11.2K -222 -3%
CPC
747
Cookson Peirce & Co
Pennsylvania
$377K +$504 +10 +0.1%
FMBTD
748
First Midwest Bank Trust Division
Illinois
$377K +$15.1K +300 +4%
TC
749
Truvestments Capital
Florida
$377K +$377K +7,481 New
SBSB
750
Sullivan, Bruyette, Speros & Blaney
Virginia
$376K +$23.9K +475 +7%
28 29
30
31 32