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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 %
BCI
876
Brinker Capital Investments
Pennsylvania
$209K -$12.8K -261 -6%
ET
877
Equitable Trust
Tennessee
$209K +$209K +4,258 New
Cerity Partners
878
Cerity Partners
New York
$209K +$209K +4,259 New
NSIM
879
North Star Investment Management
Illinois
$208K – – –
AF
880
Advisornet Financial
Minnesota
$203K -$63K -1,280 -24%
MI
881
Moneywise Inc
Virginia
$203K – – –
ERIM
882
Eagle Ridge Investment Management
Connecticut
$203K +$203K +4,127 New
QCM
883
Quest Capital Management
Texas
$203K +$203K +4,129 New
WIA
884
Westbourne Investment Advisors
Maryland
$201K +$201K +4,100 New
GWS
885
Glassman Wealth Services
Virginia
$195K -$58.7K -1,195 -23%
DOA
886
D'Orazio & Associates
Virginia
$192K -$1.87K -38 -1%
IWA
887
Intercontinental Wealth Advisors
Texas
$192K +$192K +3,914 New
AF
888
Arrow Financial
New York
$178K -$1.2M -24,400 -87%
AIM
889
Achmea Investment Management
Netherlands
$176K -$4.93M -100,842 -97%
HAG
890
HighPoint Advisor Group
Illinois
$173K +$173K +3,444 New
OC
891
Oakworth Capital
Alabama
$169K +$2.02K +41 +1%
RIA
892
Realta Investment Advisors
Delaware
$168K +$54.6K +1,111 +48%
CLOS
893
Compagnie Lombard Odier SCmA
Switzerland
$165K – – –
VFA
894
Valeo Financial Advisors
Indiana
$160K -$84.6K -1,718 -35%
ARMT
895
Amica Retiree Medical Trust
Rhode Island
$160K -$33.3K -678 -17%
ESB
896
Essex Savings Bank
Connecticut
$154K – – –
FNBOSM
897
First National Bank of South Miami
Florida
$154K +$54.1K +1,050 +54%
CIR
898
Clear Investment Research
Georgia
$148K +$148K +3,000 +42,857%
EI
899
Ellevest Inc
New York
$147K +$147K +3,000 New
GI
900
Gradient Investments
Minnesota
$143K +$5.12K +104 +4%
34 35
36
37 38