TFC icon

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 %
HSA
726
HBK Sorce Advisory
Pennsylvania
$419K -$21.2K -432 -5%
MA
727
Minerva Advisors
Pennsylvania
$417K – – –
GLA
728
Good Life Advisors
Pennsylvania
$416K -$11.6K -238 -3%
SS
729
Simplicity Solutions
Minnesota
$415K -$721K -14,689 -63%
SFM
730
Signet Financial Management
New Jersey
$413K -$25.2K -488 -6%
1WA
731
180 Wealth Advisors
Washington
$412K +$412K +8,299 New
BW
732
Bison Wealth
Georgia
$411K -$12.9K -263 -3%
DY
733
Dowling & Yahnke
California
$403K +$403K +8,211 New
SCA
734
Snowden Capital Advisors
New York
$399K -$8.5K -173 -2%
CWG
735
Cornerstone Wealth Group
North Carolina
$398K +$27K +549 +7%
CBT
736
Central Bank & Trust
Kentucky
$389K -$10.1K -206 -3%
CIC
737
Carnegie Investment Counsel
Ohio
$387K -$13.1K -266 -3%
PA
738
Parallel Advisors
California
$387K +$234K +4,761 +153%
DSN
739
D. Scott Neal
Kentucky
$385K +$57.5K +1,170 +18%
MAM
740
Meeder Asset Management
Ohio
$383K -$8.34M -169,609 -96%
APG
741
Abacus Planning Group
South Carolina
$382K +$7.67K +156 +2%
FA
742
FCG Advisors
New Jersey
$381K -$7.37K -150 -2%
FLI
743
Family Legacy Inc
South Carolina
$379K +$33.6K +685 +10%
Tudor Investment Corp
744
Tudor Investment Corp
Connecticut
$379K +$379K +7,712 New
SCCM
745
Schafer Cullen Capital Management
New York
$374K +$5.05K +100 +1%
TFS
746
Thoroughbred Financial Services
Tennessee
$374K +$28.7K +585 +8%
SWM
747
SeaCrest Wealth Management
New York
$373K -$25.3K -515 -6%
FPFS
748
First Personal Financial Services
North Carolina
$372K +$4.87K +99 +1%
CA
749
Cetera Advisors
Colorado
$372K +$86.2K +1,750 +30%
CG
750
Caprock Group
Idaho
$369K -$171K -3,470 -32%
28 29
30
31 32