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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 %
DAM
851
Doheny Asset Management
California
$230K +$230K +4,680 New
Lido Advisors
852
Lido Advisors
California
$229K -$33.6K -685 -13%
MMG
853
Monetary Management Group
Missouri
$228K -$40.5K -825 -15%
RPA
854
Rock Point Advisors
Vermont
$226K – – –
SCM
855
Snow Capital Management
Pennsylvania
$226K +$226K +4,590 New
WS
856
Wedbush Securities
California
$224K -$2.99K -61 -1%
PFO
857
Pathstone Family Office
New Jersey
$224K +$62.5K +1,275 +39%
O
858
Ossiam
France
$224K +$224K +4,568 New
WJA
859
Williams Jones & Associates
New York
$222K -$22.3K -455 -9%
PL
860
Perpetual Ltd
Australia
$222K – – –
NL
861
NWAM LLC
Washington
$221K – – –
AAP
862
Arax Advisory Partners
Colorado
$217K +$217K +4,427 New
DZ Bank
863
DZ Bank
Germany
$216K – – –
MFP
864
Meridian Financial Partners
Virginia
$215K – – –
GT
865
Greenleaf Trust
Michigan
$215K +$215K +4,369 New
VF
866
Virtu Financial
New York
$215K +$215K +4,386 New
BWM
867
BT Wealth Management
Georgia
$214K – – –
AIA
868
Armor Investment Advisors
North Carolina
$213K – – –
AIM
869
Axiom Investment Management
New York
$213K +$213K +4,321 New
CM
870
Capital Management
Virginia
$212K -$202K -4,095 -49%
NPF
871
Norris Perne & French
Michigan
$211K – – –
1SB
872
1ST Source Bank
Indiana
$211K +$211K +4,289 New
CGL
873
Clarius Group LLC
Washington
$210K +$210K +4,280 New
BHWM
874
Bar Harbor Wealth Management
New Hampshire
$209K -$124K -2,515 -37%
CSM
875
CAMG Solamere Management
North Carolina
$209K -$13.1K -266 -6%
33 34
35
36 37