TFC icon

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 %
CCM
901
Cribstone Capital Management
Maine
$142K – – –
ACS
902
Archford Capital Strategies
Illinois
$137K -$378K -7,690 -73%
BC
903
Barnett & Company
Tennessee
$136K -$49K -999 -26%
HCM
904
Highlander Capital Management
New Jersey
$134K – – –
LWA
905
Lenox Wealth Advisors
New York
$133K -$4.38K -89 -3%
PRC
906
Pearl River Capital
Michigan
$129K +$129K +2,616 New
RA
907
Rational Advisors
New York
$127K +$127K +2,596 New
FPB
908
First PREMIER Bank
South Dakota
$125K – – –
TFA
909
Transamerica Financial Advisors
Florida
$125K +$125K +2,537 New
ST
910
Smithfield Trust
Pennsylvania
$122K +$77.2K +1,566 +172%
SAM
911
Shamrock Asset Management
Texas
$119K -$15.3K -312 -11%
WTC
912
WhitTier Trust Company
Nevada
$117K +$197 +4 +0.2%
NEAM
913
New England Asset Management
Connecticut
$115K – – –
GLI
914
Guardian Life Insurance
New York
$109K +$838 +17 +0.8%
ARMC
915
American Research & Management Company
Massachusetts
$108K – – –
KTC
916
Kistler-Tiffany Companies
Pennsylvania
$106K -$11.4K -232 -10%
MCM
917
Manchester Capital Management
Vermont
$104K – – –
AWM
918
Apollon Wealth Management
South Carolina
$100K +$100K +2,042 New
CAW
919
Cornerstone Advisors (Washington)
Washington
$98K +$20.7K +422 +27%
PH
920
Pinnacle Holdings
Oklahoma
$96.8K +$25.9K +527 +37%
IAS
921
IMA Advisory Services
Colorado
$96K – – –
TFS
922
TrustCore Financial Services
Tennessee
$96K +$22.2K +450 +30%
CFG
923
Citizens Financial Group
Rhode Island
$92K -$9.08K -184 -9%
PCG
924
Private Capital Group
Connecticut
$91K -$73.6K -1,459 -45%
TF
925
Tompkins Financial
New York
$85K -$2.87M -58,821 -97%
35 36
37
38 39