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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 %
MRCM
926
M&R Capital Management
New Jersey
$71K – – –
MIM
927
Macroview Investment Management
Maryland
$70K – – –
CPA
928
Clear Perspective Advisors
Illinois
$70K +$18.2K +360 +35%
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$68K -$7.36K -145 -10%
ST
930
Smithfield Trust
Pennsylvania
$64K +$16.8K +330 +35%
CAW
931
Cornerstone Advisors (Washington)
Washington
$62K +$1.06K +21 +2%
CFG
932
CKW Financial Group
Hawaii
$61K -$1.42K -28 -2%
AC
933
Avestar Capital
New York
$59K +$144 +3 +0.2%
ST
934
Sageworth Trust
Pennsylvania
$58K +$58K +1,156 New
AIM
935
Advantage Investment Management
Iowa
$57K -$5.16K -103 -8%
FFC
936
First Financial Corp
Indiana
$55K – – –
OIA
937
Optimum Investment Advisors
Illinois
$55K – – –
PCP
938
Proficio Capital Partners
Massachusetts
$53K +$861 +17 +2%
Qube Research & Technologies (QRT)
939
Qube Research & Technologies (QRT)
United Kingdom
$51K -$235K -4,693 -82%
PCA
940
Peddock Capital Advisors
Massachusetts
$51K – – –
WIM
941
Westside Investment Management
California
$50.9K – – –
GCM
942
Gables Capital Management
Florida
$50K – – –
FGAM
943
Financial Gravity Asset Management
Texas
$50K +$50K +992 New
LC
944
Landaas & Company
Wisconsin
$48K +$48K +950 New
WF
945
WealthTrust Fairport
Ohio
$47K -$15.2K -300 -24%
BAM
946
Barrett Asset Management
New York
$45K – – –
RFM
947
Royal Fund Management
Florida
$45K +$45K +894 New
BWM
948
BerganKDV Wealth Management
Minnesota
$43K +$43K +848 New
BWP
949
Baldwin Wealth Partners
Massachusetts
$42K – – –
YWP
950
YorkBridge Wealth Partners
New York
$42K – – –
36 37
38
39 40