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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 %
BWP
951
Baldwin Wealth Partners
Massachusetts
$55K +$1.73K +37 +3%
FPS
952
Fieldpoint Private Securities
Connecticut
$54K – – –
FFC
953
First Financial Corp
Indiana
$51K – – –
JIP
954
JBJ Investment Partners
South Carolina
$51K +$51K +1,097 New
CB
955
CNB Bank
Pennsylvania
$49K – – –
PCA
956
Peddock Capital Advisors
Massachusetts
$47K – – –
CFG
957
CKW Financial Group
Hawaii
$47K – – –
AC
958
Avestar Capital
New York
$47K – – –
DWA
959
Dougherty Wealth Advisers
Minnesota
$46K – – –
GCM
960
Gables Capital Management
Florida
$45K – – –
OIA
961
OneDigital Investment Advisors
Kansas
$45K +$26.9K +573 +149%
ST
962
Smithfield Trust
Pennsylvania
$42K – – –
BAM
963
Barrett Asset Management
New York
$42K – – –
RFM
964
Royal Fund Management
Florida
$41K -$8.21K -179 -17%
GWMIA
965
Global Wealth Management Investment Advisory
Florida
$37K – – –
PFSC
966
Peoples Financial Services Corp
Pennsylvania
$35K – – –
PCP
967
Proficio Capital Partners
Massachusetts
$32K +$2.39K +52 +8%
TL
968
TrueWealth LLC
Georgia
$32K +$7.48K +159 +31%
MSA
969
Marino Stram & Associates
Massachusetts
$32K +$32K +677 New
PCA
970
Providence Capital Advisors
North Carolina
$30K -$2.11M -45,493 -99%
PFBT
971
Parkside Financial Bank & Trust
Missouri
$30K +$7.26K +157 +32%
TC
972
Truvestments Capital
Florida
$30K +$30K +653 New
FA
973
Financial Advantage
Maryland
$29K – – –
CBT
974
Capital Bank & Trust
California
$29K – – –
FA
975
Fortis Advisors
Pennsylvania
$28K +$231 +5 +0.8%
37 38
39
40 41