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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 %
CAC
926
Certified Advisory Corp
Florida
$85K -$1.08K -22 -1%
AF
927
Allworth Financial
California
$80K – – –
CFD
928
Creative Financial Designs
Indiana
$79K – – –
LC
929
Lindbrook Capital
California
$78K +$2.26K +46 +3%
AIM
930
Advantage Investment Management
Iowa
$78K +$4.88K +99 +7%
SCM
931
Silvant Capital Management
Georgia
$77K – – –
JFGIW
932
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K – – –
WB
933
Webster Bank
Connecticut
$72K – – –
FRA
934
Front Row Advisors
California
$72K +$1.03K +21 +1%
MRCM
935
M&R Capital Management
New Jersey
$70K – – –
VCM
936
Versant Capital Management
Arizona
$69K -$12.2K -249 -15%
APC
937
Aspire Private Capital
North Carolina
$69K – – –
PCP
938
Proficio Capital Partners
Massachusetts
$69K +$35K +717 +103%
MIM
939
Macroview Investment Management
Maryland
$68K – – –
WAP
940
Wealthcare Advisory Partners
Pennsylvania
$68K +$440 +9 +0.7%
NFG
941
Next Financial Group
Texas
$66K +$57.1K +1,166 +641%
FGAM
942
Financial Gravity Asset Management
Texas
$62K +$45.9K +939 +285%
SFSIG
943
San Francisco Sentry Investment Group
California
$60K – – –
EWM
944
Executive Wealth Management
Michigan
$59K +$488 +10 +0.8%
FHA
945
Flagship Harbor Advisors
Massachusetts
$57K -$9.79K -200 -15%
NIM
946
NuWave Investment Management
New Jersey
$57K +$57K +1,168 New
FFC
947
First Financial Corp
Indiana
$54K – – –
EIP
948
Ellis Investment Partners
Pennsylvania
$53K +$53K +1,086 New
TPWA
949
TRUE Private Wealth Advisors
Oregon
$51K -$251K -5,147 -83%
AC
950
Avestar Capital
New York
$50K +$648 +14 +1%
36 37
38
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