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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 %
CSM
826
CAMG Solamere Management
North Carolina
$268K -$8.84K -175 -3%
WVP
827
Worth Venture Partners
New Jersey
$267K +$267K +5,290 New
LRPA
828
L. Roy Papp & Associates
Arizona
$266K – – –
JIP
829
Jaffetilchin Investment Partners
Florida
$266K +$266K +5,282 New
ERIM
830
Eagle Ridge Investment Management
Connecticut
$264K – – –
Tudor Investment Corp
831
Tudor Investment Corp
Connecticut
$263K +$3.38K +67 +1%
DWT
832
Dorsey & Whitney Trust
South Dakota
$259K +$14.1K +280 +6%
GWS
833
Glassman Wealth Services
Virginia
$258K -$655 -13 -0.3%
DW
834
Domani Wealth
Pennsylvania
$257K -$10.6K -209 -4%
AF
835
Advisornet Financial
Minnesota
$256K +$19K +376 +8%
TPWA
836
TRUE Private Wealth Advisors
Oregon
$256K +$256K +5,093 New
WG
837
Welch Group
Alabama
$255K +$4.29K +85 +2%
BJL
838
Brighton Jones LLC
Washington
$249K -$7.4K -147 -3%
CB
839
Chemical Bank
Michigan
$249K +$10.9K +215 +5%
AIA
840
Armor Investment Advisors
North Carolina
$248K -$11.3K -224 -4%
FNBT
841
FineMark National Bank & Trust
Florida
$247K +$45K +893 +22%
Arrowstreet Capital
842
Arrowstreet Capital
Massachusetts
$247K +$247K +4,900 New
GT
843
Greenleaf Trust
Michigan
$240K +$240K +4,753 New
WPP
844
Whalerock Point Partners
Rhode Island
$239K -$492K -9,752 -67%
AA
845
AlphaMark Advisors
Kentucky
$238K -$9.34K -185 -4%
SWA
846
Sutton Wealth Advisors
Florida
$238K – – –
NIMI
847
Natixis Investment Managers International
France
$237K +$97.8K +1,934 +70%
AI
848
Atria Investments
North Carolina
$236K -$33.3K -661 -12%
Lido Advisors
849
Lido Advisors
California
$236K +$26K +517 +12%
NPF
850
Norris Perne & French
Michigan
$235K +$18.4K +365 +8%
32 33
34
35 36