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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 %
GTAM
976
Global Trust Asset Management
Florida
$25K – – –
CAM
977
CenterStar Asset Management
Illinois
$24K -$545K – –
PFGIA
978
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
BWM
979
Baystate Wealth Management
Massachusetts
$24K +$20K +412 +502%
GAM
980
Gemmer Asset Management
California
$23K – – –
BCA
981
Berman Capital Advisors
Georgia
$23K +$7.38K +152 +47%
HI
982
Hudock Inc
Pennsylvania
$22K +$192 +4 +0.9%
KPCM
983
Kings Point Capital Management
New York
$22K +$22K +440 New
DAM
984
Delta Asset Management
Tennessee
$21K – – –
EARNEST Partners
985
EARNEST Partners
Georgia
$21K – – –
JGIA
986
Jackson Grant Investment Advisers
Connecticut
$21K +$198 +4 +1%
PB
987
Pinnacle Bancorp
Nebraska
$19K – – –
BBA
988
Braun-Bostich & Associates
Pennsylvania
$18K -$9.34K -192 -34%
SL
989
Salomon & Ludwin
Virginia
$18K – – –
DWM
990
Doyle Wealth Management
Florida
$17K +$17K +337 New
RWA
991
Ropes Wealth Advisors
Massachusetts
$16K – – –
PK
992
Pflug Koory
Nebraska
$16K – – –
PGAM
993
Princeton Global Asset Management
New Jersey
$16K – – –
WT
994
Whittier Trust
California
$16K – – –
CJA
995
C-J Advisory
California
$15K – – –
PG
996
Proffitt & Goodson
Tennessee
$15K – – –
POIA
997
Pin Oak Investment Advisors
Texas
$15K +$15K +302 New
BHWM
998
Bay Harbor Wealth Management
Maryland
$14K +$1.8K +36 +15%
CIA
999
Cascade Investment Advisors
Oregon
$13.6K – – –
UB
1000
UMB Bank
Missouri
$13.3K +$9 +183 +0.1%
38 39
40
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