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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 %
PA
901
Parallel Advisors
California
$145K +$65.9K +1,411 +83%
SAS
902
Stelac Advisory Services
New York
$144K – – –
CCM
903
Cribstone Capital Management
Maine
$135K – – –
GI
904
Gradient Investments
Minnesota
$130K +$46 +1 +0%
LWA
905
Lenox Wealth Advisors
New York
$130K +$4.15K +89 +3%
QCG
906
Quadrant Capital Group
Ohio
$128K -$13.5K -322 -10%
HCA
907
Horan Capital Advisors
Ohio
$128K +$128K +2,750 New
HCM
908
Highlander Capital Management
New Jersey
$127K -$67.3K -1,442 -35%
SAM
909
Shamrock Asset Management
Texas
$127K +$93 +2 +0.1%
FPB
910
First PREMIER Bank
South Dakota
$119K – – –
Nomura Holdings
911
Nomura Holdings
Japan
$118K +$118K +2,464 New
KPW
912
Kore Private Wealth
New York
$113K +$41.7K +896 +59%
KTC
913
Kistler-Tiffany Companies
Pennsylvania
$112K – – –
WTC
914
WhitTier Trust Company
Nevada
$110K -$3.9K -84 -3%
NEAM
915
New England Asset Management
Connecticut
$109K – – –
RIA
916
Realta Investment Advisors
Delaware
$107K +$107K +2,309 New
GLI
917
Guardian Life Insurance
New York
$102K – – –
ARMC
918
American Research & Management Company
Massachusetts
$102K – – –
OWD
919
Osborn Williams & Donohoe
Ohio
$101K +$101K +2,089 New
MCM
920
Manchester Capital Management
Vermont
$99K -$35.9K -770 -27%
CFG
921
Citizens Financial Group
Rhode Island
$95K +$8.81K +190 +10%
IAS
922
IMA Advisory Services
Colorado
$91K -$16.1K -347 -15%
FNBOSM
923
First National Bank of South Miami
Florida
$91K – – –
IWP
924
Icon Wealth Partners
Texas
$82K +$82K +1,769 New
CAC
925
Certified Advisory Corp
Florida
$81K -$4.03K -87 -5%
35 36
37
38 39