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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 %
ET
876
Equitable Trust
Tennessee
$202K +$202K +4,008 New
ARMT
877
Amica Retiree Medical Trust
Rhode Island
$198K – – –
EFSCE
878
Enterprise Financial Services Corp (EFSC)
Missouri
$197K -$858 -17 -0.4%
DOA
879
D'Orazio & Associates
Virginia
$197K – – –
B
880
Bridgeworth
Alabama
$197K +$197K +3,923 New
OC
881
Oakworth Capital
Alabama
$196K +$5.06K +100 +3%
JAM
882
Jolley Asset Management
North Carolina
$190K -$2.52K -50 -1%
APA
883
American Portfolios Advisors
New York
$188K +$252 +5 +0.1%
VFA
884
Valeo Financial Advisors
Indiana
$180K +$8.12K +161 +5%
IFAM
885
Institutional & Family Asset Management
Colorado
$176K -$6.22K -123 -3%
QCG
886
Quadrant Capital Group
Ohio
$170K +$4.56K +98 +3%
CLOS
887
Compagnie Lombard Odier SCmA
Switzerland
$169K -$192K -3,823 -53%
CAM
888
ClariVest Asset Management
California
$167K +$167K +3,308 New
Fuller & Thaler Asset Management
889
Fuller & Thaler Asset Management
California
$166K – – –
BWA
890
BDO Wealth Advisors
Florida
$163K +$43.7K +866 +37%
IUHSA
891
Itau Unibanco Holding S.A.
Brazil
$160K -$145K -2,863 -47%
CB
892
Community Bank
New York
$159K +$41.5K +825 +35%
BC
893
Barnett & Company
Tennessee
$148K -$44.2K -874 -23%
CCM
894
Cribstone Capital Management
Maine
$146K -$15.1K -300 -9%
MCM
895
Manchester Capital Management
Vermont
$146K +$37.8K +749 +35%
KTC
896
Kistler-Tiffany Companies
Pennsylvania
$142K +$1.46K +29 +1%
CAC
897
Certified Advisory Corp
Florida
$135K +$456 +9 +0.3%
CFG
898
Citizens Financial Group
Rhode Island
$133K -$54.6K -1,080 -29%
SAM
899
Shamrock Asset Management
Texas
$130K -$6.07K -120 -4%
FPB
900
First PREMIER Bank
South Dakota
$128K +$50.4K +1,000 +65%
34 35
36
37 38