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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 %
RWA
751
Ropes Wealth Advisors
Massachusetts
$374K – – –
SJL
752
Shayne & Jacobs LLC
Tennessee
$373K – – –
HWA
753
Heritage Wealth Advisors
Virginia
$372K +$556 +11 +0.1%
FA
754
FCG Advisors
New Jersey
$372K +$11.6K +230 +3%
BCM
755
Birmingham Capital Management
Alabama
$369K – – –
DI
756
Diligent Investors
California
$369K – – –
HIM
757
Hillsdale Investment Management
Ontario, Canada
$368K – – –
FLI
758
Family Legacy Inc
South Carolina
$368K – – –
FA
759
FMA Advisory
Pennsylvania
$365K +$858 +17 +0.2%
CAM
760
Cidel Asset Management
Ontario, Canada
$362K +$362K +7,177 New
GEA
761
Glen Eagle Advisors
New Jersey
$361K +$11.8K +233 +3%
Mackenzie Financial
762
Mackenzie Financial
Ontario, Canada
$361K +$148K +2,941 +70%
PG
763
Patten Group
Tennessee
$352K – – –
DT
764
Diversified Trust
Tennessee
$351K -$353 -7 -0.1%
WPC
765
White Pine Capital
Minnesota
$351K – – –
DCM
766
Dupont Capital Management
Delaware
$351K +$126K +2,505 +56%
TIA
767
Tandem Investment Advisors
South Carolina
$348K +$69.6K +1,379 +25%
EIA
768
Edgemoor Investment Advisors
Maryland
$346K – – –
WA
769
WealthTrust Axiom
Pennsylvania
$345K – – –
FCFS
770
First Command Financial Services
Texas
$345K +$345K +6,845 New
FCB
771
First Command Bank
Texas
$345K +$345K +6,845 New
CT
772
Cambridge Trust
Massachusetts
$344K – – –
PAMG
773
Patton Albertson Miller Group
Tennessee
$342K +$18.9K +375 +6%
BC
774
Banced Corp
Illinois
$341K -$7.31K -145 -2%
DSN
775
D. Scott Neal
Kentucky
$340K – – –
29 30
31
32 33