TFC icon

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 %
MYIA
901
Mount Yale Investment Advisors
Colorado
$119K -$31.5K -625 -21%
NEAM
902
New England Asset Management
Connecticut
$118K – – –
IAS
903
IMA Advisory Services
Colorado
$116K +$116K +2,308 New
AssetMark Inc
904
AssetMark Inc
California
$111K -$17.4K -345 -14%
ARMC
905
American Research & Management Company
Massachusetts
$111K – – –
JFGIW
906
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$707 -14 -0.6%
WTB
907
Washington Trust Bank
Washington
$109K -$5.71K -113 -5%
GLI
908
Guardian Life Insurance
New York
$109K +$17.2K +341 +19%
SWMG
909
Signature Wealth Management Group
Georgia
$108K – – –
WTC
910
WhitTier Trust Company
Nevada
$108K – – –
WWM
911
Willingdon Wealth Management
North Carolina
$108K – – –
WB
912
Webster Bank
Connecticut
$103K – – –
AA
913
Apriem Advisors
California
$101K +$101K +2,000 New
EIP
914
Epoch Investment Partners
New York
$101K +$101K +1,999,861 New
PA
915
Parallel Advisors
California
$100K +$17K +340 +21%
PCG
916
Private Capital Group
Connecticut
$94K +$1.11K +22 +1%
KA
917
Kaizen Advisory
Illinois
$94K +$54.5K +1,077 +138%
MYLI
918
Meiji Yasuda Life Insurance
Japan
$93K +$93K +1,844 New
IWP
919
Icon Wealth Partners
Texas
$91K +$91K +1,796 New
VCM
920
Versant Capital Management
Arizona
$89K -$1.26K -25 -1%
TFS
921
TrustCore Financial Services
Tennessee
$84K +$46.8K +924 +126%
AF
922
Allworth Financial
California
$82K – – –
CFD
923
Creative Financial Designs
Indiana
$81K +$81K +1,609 New
SCM
924
Silvant Capital Management
Georgia
$79K – – –
PH
925
Pinnacle Holdings
Oklahoma
$72.8K – – –
35 36
37
38 39