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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 %
MMPW
776
Mitchell McLeod Pugh & Williams
Alabama
$325K +$5.41K +110 +2%
PG
777
Patten Group
Tennessee
$325K +$9.32K +190 +3%
FIB
778
First Interstate Bank
Montana
$324K -$16K -325 -5%
LIM
779
Loudon Investment Management
New Hampshire
$323K +$323K +6,575 New
GI
780
GAMCO Investors
Connecticut
$319K -$196K -4,000 -38%
VFP
781
Verus Financial Partners
Virginia
$315K -$5.7K -116 -2%
GIA
782
Guyasuta Investment Advisors
Pennsylvania
$314K – – –
RTC
783
Riverview Trust Company
Washington
$314K – – –
Rockefeller Capital Management
784
Rockefeller Capital Management
New York
$313K -$174K -3,538 -36%
SWMG
785
Strategic Wealth Management Group
Maryland
$313K -$98 -2 -0%
AFA
786
Arlington Financial Advisors
California
$313K – – –
PCMK
787
Paragon Capital Management (Kansas)
Kansas
$313K +$17.8K +361 +6%
BWA
788
BDO Wealth Advisors
Florida
$312K +$10.2K +208 +3%
SCM
789
Shelton Capital Management
Colorado
$312K +$294K +5,987 +1,663%
MMA
790
Miracle Mile Advisors
California
$308K -$9.81K -200 -3%
FCFS
791
First Command Financial Services
Texas
$308K – – –
FCB
792
First Command Bank
Texas
$308K – – –
CIC
793
Cornercap Investment Counsel
Georgia
$306K -$7.03K -143 -2%
IA
794
IFG Advisory
Georgia
$302K -$14.7K -300 -5%
AM
795
Atwater Malick
Pennsylvania
$296K +$296K +6,024 New
LI
796
Lafayette Investments
Maryland
$295K – – –
BAS
797
Brown Advisory Securities
Maryland
$293K -$19.1K -390 -6%
PWMG
798
Prestige Wealth Management Group
New Jersey
$292K -$65.8K -1,342 -18%
WCAMG
799
Woodard & Company Asset Management Group
North Carolina
$291K – – –
MTCM
800
Mint Tower Capital Management
Netherlands
$291K – – –
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32
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