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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 %
SBSB
751
Sullivan, Bruyette, Speros & Blaney
Virginia
$366K – – –
KLCM
752
KG&L Capital Management
Louisiana
$366K +$21.5K +439 +6%
SEIA
753
Signature Estate & Investment Advisors
California
$365K – – –
SJL
754
Shayne & Jacobs LLC
Tennessee
$364K – – –
BOE
755
Bank of Edwardsville
Illinois
$362K +$4.57K +93 +1%
BCM
756
Birmingham Capital Management
Alabama
$359K – – –
CT
757
Cambridge Trust
Massachusetts
$357K – – –
PAMG
758
Patton Albertson Miller Group
Tennessee
$357K +$117K +2,457 +48%
WSCM
759
Wellington Shields Capital Management
New York
$356K -$10.8K -220 -3%
OIA
760
OneDigital Investment Advisors
Kansas
$349K +$302K +6,134 +641%
SBA
761
Secrest Blakey & Associates
North Carolina
$348K +$56.2K +1,146 +19%
WA
762
WealthTrust Axiom
Pennsylvania
$347K – – –
ANTB
763
AMG National Trust Bank
Colorado
$342K -$61.8K -1,260 -15%
TFA
764
Toth Financial Advisory
Virginia
$342K +$589 +12 +0.2%
OWA
765
Outlook Wealth Advisors
Texas
$342K +$342K +6,970 New
WPC
766
White Pine Capital
Minnesota
$341K – – –
BHBT
767
Burke & Herbert Bank & Trust
Virginia
$340K -$4.18K -85 -1%
FA
768
FMA Advisory
Pennsylvania
$339K -$11K -223 -3%
BBA
769
BLB&B Advisors
Pennsylvania
$339K -$3.2K -65 -0.9%
EIA
770
Edgemoor Investment Advisors
Maryland
$337K – – –
Luther King Capital Management (LKCM)
771
Luther King Capital Management (LKCM)
Texas
$329K +$24.6K +500 +8%
ACM
772
AUA Capital Management
Pennsylvania
$328K – – –
MIH
773
Madison Investment Holdings
Wisconsin
$328K – – –
AW
774
Alpha Windward
Massachusetts
$328K +$920 +18 +0.3%
RT
775
Rockland Trust
Massachusetts
$327K +$56.8K +1,156 +21%
29 30
31
32 33