TFC icon

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 %
PIA
801
Pinion Investment Advisors
Kansas
$290K -$37.8K -770 -12%
CCA
802
Cobblestone Capital Advisors
New York
$288K -$69.5K -1,415 -19%
IAA
803
Ironsides Asset Advisors
North Carolina
$288K – – –
BP
804
Ballentine Partners
Massachusetts
$288K +$44.9K +916 +18%
TYCC
805
Texas Yale Capital Corp
Florida
$287K -$287K -5,844 -50%
AI
806
Atria Investments
North Carolina
$287K -$102K -2,216 -26%
HF
807
HRT Financial
New York
$287K – – –
NIT
808
NumerixS Investment Technologies
British Columbia, Canada
$285K -$658K -13,400 -70%
IFWM
809
Institute for Wealth Management
Colorado
$285K +$6.97K +142 +3%
FWCM
810
First Western Capital Management
California
$283K -$3.44K -70 -1%
RCM
811
Radnor Capital Management
Pennsylvania
$283K – – –
GC
812
Gratus Capital
Georgia
$279K -$108K -2,201 -28%
WPA
813
Winning Points Advisors
Florida
$277K – – –
AI
814
Atom Investors
Texas
$277K +$277K +5,643 New
HFM
815
Hartford Financial Management
Connecticut
$276K -$2.7K -55 -1%
FMLI
816
Fukoku Mutual Life Insurance
Japan
$275K – – –
AL
817
Aspiriant LLC
California
$275K – – –
BMCM
818
Bryn Mawr Capital Management
Pennsylvania
$275K – – –
DWT
819
Dorsey & Whitney Trust
South Dakota
$275K +$14.7K +300 +6%
PIMG
820
Patriot Investment Management Group
Tennessee
$271K -$29.5K -600 -10%
DI
821
Diligent Investors
California
$271K – – –
AAM
822
American Asset Management
Florida
$270K – – –
BWA
823
Burt Wealth Advisors
Maryland
$269K – – –
LRPA
824
L. Roy Papp & Associates
Arizona
$269K +$9.83K +200 +4%
RA
825
RFG Advisory
Alabama
$267K +$267K +5,415 New
31 32
33
34 35