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Truist Financial
TFC

Overview Fund Activity

1,049 hedge funds and large institutions have $24.6B invested in Truist Financial in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 427 increasing their positions, 364 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-15
Holders Change %
-1.41%
% of All Funds
22.74%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.37%
New
99
Increased
427
Reduced
364
Closed
100
Calls
$222M
Puts
$182M
Net Calls
+$40.7M
Net Calls Change
-$20.5M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.06B
2
BlackRock
BlackRock
New York
+$268M
3
Goldman Sachs
Goldman Sachs
New York
+$175M
4
Boston Partners
Boston Partners
Massachusetts
+$100M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$95.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$274M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$164M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$93M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$48.9M
5
Asset Management One
Asset Management One
Japan
-$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
851
Lido Advisors
California
$249K +$3.49K +75 +1%
DWT
852
Dorsey & Whitney Trust
South Dakota
$248K -$61.9K -1,328 -20%
RC
853
RegentAtlantic Capital
New Jersey
$247K -$1.03K -22 -0.4%
LRPA
854
L. Roy Papp & Associates
Arizona
$245K – – –
BCM
855
Bayesian Capital Management
New York
$242K +$242K +5,200 New
SWA
856
Sutton Wealth Advisors
Florida
$241K – – –
GWS
857
Glassman Wealth Services
Virginia
$240K +$2.88K +62 +1%
P
858
&Partners
Tennessee
$239K +$511 +11 +0.2%
B
859
Barings
North Carolina
$237K -$228K -4,900 -49%
PAMG
860
Patton Albertson Miller Group
Tennessee
$236K – – –
EFSCE
861
Enterprise Financial Services Corp (EFSC)
Missouri
$236K +$55.6K +1,192 +31%
BFM
862
Boothbay Fund Management
New York
$236K +$236K +5,078 New
BJL
863
Brighton Jones LLC
Washington
$235K -$14.6K -314 -6%
CAM
864
Cresset Asset Management
Illinois
$233K +$16.6K +356 +8%
WJA
865
Williams Jones & Associates
New York
$232K – – –
BP
866
Ballentine Partners
Massachusetts
$231K +$7.46K +160 +3%
VFA
867
Valeo Financial Advisors
Indiana
$231K +$72.5K +1,559 +46%
WAM
868
Weatherly Asset Management
California
$230K -$26K -558 -10%
DWA
869
Douglass Winthrop Advisors
New York
$227K +$227K +4,881 New
SFG
870
SevenBridge Financial Group
Pennsylvania
$226K – – –
BWP
871
Bernardo Wealth Planning
Pennsylvania
$222K – – –
AA
872
AlphaMark Advisors
Kentucky
$219K – – –
MI
873
Moneywise Inc
Virginia
$215K +$215K +4,129 New
MFP
874
Meridian Financial Partners
Virginia
$215K +$215K +4,306 New
WS
875
Wedbush Securities
California
$215K +$215K +4,628 New
33 34
35
36 37