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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 %
AIM
976
Arcadia Investment Management
Michigan
$21K – – –
JGIA
977
Jackson Grant Investment Advisers
Connecticut
$21K +$153 +3 +0.7%
ME
978
McIlrath & Eck
Washington
$21K +$13.1K +260 +165%
WT
979
Whittier Trust
California
$20K -$11.1K -222 -36%
IP
980
Intellectus Partners
California
$20K – – –
AP
981
Arlington Partners
Alabama
$20K – – –
MCM
982
Monument Capital Management
Virginia
$20K – – –
FMB
983
Field & Main Bank
Kentucky
$20K +$15K +300 +300%
VCM
984
Vigilant Capital Management
Maine
$19K – – –
GAM
985
Gemmer Asset Management
California
$18K – – –
ANBT
986
American National Bank & Trust
Texas
$17K – – –
PK
987
Pflug Koory
Nebraska
$16K – – –
CCMW
988
Cypress Capital Management (Wyoming)
Wyoming
$15K – – –
MGIA
989
Moneta Group Investment Advisors
Missouri
$15K +$15K +291 New
SGAM
990
Smith Group Asset Management
Texas
$14K -$1.56K -30 -10%
GFP
991
Gryphon Financial Partners
Ohio
$14K -$1.14K -23 -8%
TWA
992
TCI Wealth Advisors
Arizona
$14K +$3.76K +76 +37%
CB
993
CNB Bank
Pennsylvania
$14K +$6.34K +124 +83%
CIA
994
Cascade Investment Advisors
Oregon
$14K – – –
NCM
995
Nelson Capital Management
California
$13K – – –
TG
996
TLP Group
Illinois
$12K -$210K -4,112 -95%
BFC
997
Bedel Financial Consulting
Indiana
$12K – – –
PCM
998
Princeton Capital Management
New Jersey
$12K +$3.27K +63 +38%
FCMT
999
Founders Capital Management (Texas)
Texas
$11K – – –
PMG
1000
ProVise Management Group
Florida
$10.3K +$48 +529 +0.5%
38 39
40
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