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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 %
PCMK
801
Paragon Capital Management (Kansas)
Kansas
$297K – – –
WS
802
Wedbush Securities
California
$296K +$17.3K +344 +6%
WF
803
Welch & Forbes
Massachusetts
$295K -$10K -198 -3%
TYCC
804
Texas Yale Capital Corp
Florida
$295K – – –
HF
805
HRT Financial
New York
$295K – – –
Assenagon Asset Management
806
Assenagon Asset Management
Luxembourg
$294K -$844K -16,741 -74%
LI
807
Lafayette Investments
Maryland
$292K – – –
CHAM
808
Clear Harbor Asset Management
Connecticut
$290K – – –
SFG
809
SevenBridge Financial Group
Pennsylvania
$290K +$4.49K +89 +2%
BMCM
810
Bryn Mawr Capital Management
Pennsylvania
$289K +$7.05K +140 +3%
DY
811
Dowling & Yahnke
California
$287K -$16.5K -328 -5%
FB
812
Fulton Bank
Pennsylvania
$287K +$287K +5,678 New
HFM
813
Hartford Financial Management
Connecticut
$286K – – –
WPA
814
Winning Points Advisors
Florida
$285K – – –
FMLI
815
Fukoku Mutual Life Insurance
Japan
$282K – – –
DIA
816
Dana Investment Advisors
Wisconsin
$280K – – –
IA
817
IFG Advisory
Georgia
$279K -$14.3K -285 -5%
ARTA
818
A.R.T. Advisors
New York
$277K -$1.94M -38,600 -88%
WAM
819
Weatherly Asset Management
California
$277K – – –
IAA
820
Ironsides Asset Advisors
North Carolina
$273K +$273K +5,403 New
APG
821
Abacus Planning Group
South Carolina
$272K – – –
TNBTD
822
Trustmark National Bank Trust Department
Mississippi
$271K +$4.04K +80 +2%
SCA
823
Snowden Capital Advisors
New York
$271K +$271K +5,367 New
PCMC
824
Paragon Capital Management (Colorado)
Colorado
$270K -$11.9K -237 -4%
RC
825
RegentAtlantic Capital
New Jersey
$269K +$7.61K +151 +3%
31 32
33
34 35