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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 %
BCM
826
Bienville Capital Management
New York
$265K -$28.3K -577 -10%
CCA
827
Checchi Capital Advisers
California
$265K +$98 +2 +0%
AWC
828
Abundance Wealth Counselors
Pennsylvania
$260K +$45.2K +921 +21%
RC
829
RegentAtlantic Capital
New Jersey
$256K -$5.07K -103 -2%
SWA
830
Sutton Wealth Advisors
Florida
$255K – – –
CAM
831
Cresset Asset Management
Illinois
$254K +$7.58K +154 +3%
P
832
&Partners
Tennessee
$253K +$638 +13 +0.3%
PMG
833
ProVise Management Group
Florida
$252K -$237K -4,816 -48%
BCM
834
Bayesian Capital Management
New York
$251K -$4.07K -83 -2%
B
835
Barings
North Carolina
$250K – – –
EFSCE
836
Enterprise Financial Services Corp (EFSC)
Missouri
$250K +$2.01K +41 +0.8%
AW
837
ACG Wealth
Georgia
$245K +$245K +4,995 New
WAM
838
Weatherly Asset Management
California
$243K – – –
DWA
839
Douglass Winthrop Advisors
New York
$240K – – –
SFG
840
SevenBridge Financial Group
Pennsylvania
$239K – – –
GFPC
841
Global Financial Private Capital
Florida
$235K +$235K +4,781 New
ECM
842
ExodusPoint Capital Management
New York
$234K -$292K -5,961 -56%
PFS
843
Prospera Financial Services
Texas
$234K -$113K -2,296 -33%
TNBTD
844
Trustmark National Bank Trust Department
Mississippi
$234K -$54.4K -1,109 -19%
BWP
845
Bernardo Wealth Planning
Pennsylvania
$234K – – –
OAC
846
OMERS Administration Corp
Ontario, Canada
$234K +$234K +4,700 New
BOPW
847
Brandywine Oak Private Wealth
Pennsylvania
$232K -$181K -3,691 -44%
AA
848
AlphaMark Advisors
Kentucky
$232K – – –
GEA
849
Glen Eagle Advisors
New Jersey
$231K -$47.7K -970 -17%
QCG
850
Quadrant Capital Group
Ohio
$230K +$85.6K +1,816 +59%
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