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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 %
CFG
951
CKW Financial Group
Hawaii
$49K – – –
DWA
952
Dougherty Wealth Advisers
Minnesota
$48K – – –
GCM
953
Gables Capital Management
Florida
$48K – – –
CBT
954
Capital Bank & Trust
California
$46K +$15.3K +310 +50%
CB
955
CNB Bank
Pennsylvania
$44K -$7.33K -150 -14%
BAM
956
Barrett Asset Management
New York
$44K – – –
GWMIA
957
Global Wealth Management Investment Advisory
Florida
$39K – – –
PFSC
958
Peoples Financial Services Corp
Pennsylvania
$37K – – –
PFBT
959
Parkside Financial Bank & Trust
Missouri
$37K +$4.98K +101 +16%
PCM
960
Penserra Capital Management
California
$34K -$929K -19,232 -96%
FANJ
961
Financial Architects (New Jersey)
New Jersey
$34K -$567K -11,382 -94%
CCM
962
Covington Capital Management
California
$34K -$23.5K -483 -41%
PMFA
963
Plante Moran Financial Advisors
Michigan
$32K +$32K +650 New
FA
964
Financial Advantage
Maryland
$31K – – –
FA
965
Fortis Advisors
Pennsylvania
$30K +$245 +5 +0.8%
CH
966
Canton Hathaway
Rhode Island
$29K – – –
TC
967
Truvestments Capital
Florida
$28K -$4.36K -88 -13%
RAM
968
Riggs Asset Management
Pennsylvania
$28K – – –
HI
969
Human Investing
Oregon
$28K – – –
ME
970
McIlrath & Eck
Washington
$27K – – –
ACA
971
Atlas Capital Advisors
Wyoming
$26.2K – – –
TL
972
TrueWealth LLC
Georgia
$26K -$7.94K -159 -23%
BWM
973
BerganKDV Wealth Management
Minnesota
$26K – – –
AWM
974
Avior Wealth Management
Nebraska
$26K +$26K +529 New
AWM
975
AllSquare Wealth Management
New York
$25K – – –
37 38
39
40 41