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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 %
DSN
776
D. Scott Neal
Kentucky
$340K – – –
IWM
777
IHT Wealth Management
Illinois
$340K +$126K +2,494 +59%
SFM
778
Signature Financial Management
Virginia
$337K -$142K -2,823 -30%
ACM
779
AUA Capital Management
Pennsylvania
$337K – – –
NGA
780
Naples Global Advisors
Florida
$336K +$32.5K +644 +11%
FIB
781
First Interstate Bank
Montana
$332K – – –
GLA
782
Good Life Advisors
Pennsylvania
$329K -$75.6K -1,493 -19%
PIA
783
Pinion Investment Advisors
Kansas
$327K +$327K +6,479 New
EWM
784
Evercore Wealth Management
New York
$327K +$327K +6,484 New
GIA
785
Guyasuta Investment Advisors
Pennsylvania
$322K -$1.21K -24 -0.4%
RT
786
Rockland Trust
Massachusetts
$320K -$11.8K -234 -4%
SCM
787
Shelton Capital Management
Colorado
$320K – – –
CCM
788
Canal Capital Management
Virginia
$317K -$19.5K -387 -6%
NIM
789
NuWave Investment Management
New Jersey
$314K +$154K +3,052 +96%
CCA
790
Checchi Capital Advisers
California
$312K +$8.49K +168 +3%
JA
791
JOYN Advisors
Georgia
$312K +$302K +5,986 +2,878%
MMPW
792
Mitchell McLeod Pugh & Williams
Alabama
$309K – – –
GI
793
Gradient Investments
Minnesota
$307K +$36.3K +720 +13%
Bessemer Group
794
Bessemer Group
New Jersey
$306K -$238K -4,725 -44%
CHP
795
Cable Hill Partners
Oregon
$306K +$137K +2,720 +81%
RPC
796
Rossmore Private Capital
Connecticut
$306K +$306K +6,061 New
NFA
797
Nuveen Fund Advisors
Illinois
$305K -$109K -2,164 -26%
SFG
798
Summit Financial Group
West Virginia
$302K – – –
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$302K – – –
CA
800
Cetera Advisors
Colorado
$302K +$9.5K +188 +3%
30 31
32
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