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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 %
SRAM
851
Stone Ridge Asset Management
New York
$234K +$1.67K +33 +0.7%
MIA
852
MainStreet Investment Advisors
Illinois
$233K – – –
RPA
853
Rock Point Advisors
Vermont
$232K – – –
CG
854
Clinton Group
New York
$230K -$625K -12,394 -73%
FI
855
FormulaFolio Investments
Michigan
$228K +$7.26K +144 +3%
MIFH
856
Migdal Insurance & Financial Holdings
Israel
$228K +$225K +4,475 +8,443%
PL
857
Perpetual Ltd
Australia
$228K +$228K +4,518 New
BP
858
Ballentine Partners
Massachusetts
$221K -$53K -1,047 -19%
CA
859
Commerzbank Aktiengesellschaft
Germany
$219K -$307K -6,078 -58%
WJA
860
Williams Jones & Associates
New York
$218K +$8.82K +175 +4%
JCM
861
Jacobi Capital Management
Pennsylvania
$214K +$43.4K +861 +25%
NSIM
862
North Star Investment Management
Illinois
$213K – – –
WKWM
863
Walter & Keenan Wealth Management
Indiana
$212K – – –
CM
864
Capital Management
Virginia
$212K – – –
BWA
865
Burt Wealth Advisors
Maryland
$211K – – –
Susquehanna International Group
866
Susquehanna International Group
Pennsylvania
$210K -$1.68M -33,408 -89%
BS
867
Banco Santander
Spain
$208K -$13.7K -273 -6%
MI
868
Moneywise Inc
Virginia
$208K – – –
AAM
869
American Asset Management
Florida
$207K – – –
BIM
870
Bridges Investment Management
Nebraska
$206K +$8.33K +165 +4%
AAM
871
Autus Asset Management
Arizona
$206K +$206K +4,079 New
MFG
872
Merit Financial Group
Georgia
$205K -$89.3K -1,773 -30%
AW
873
ACG Wealth
Georgia
$202K -$5.31K -105 -3%
MHIC
874
Marble Harbor Investment Counsel
Massachusetts
$202K – – –
BHIA
875
Birch Hill Investment Advisors
Massachusetts
$202K – – –
33 34
35
36 37