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Truist Financial
TFC

Overview Fund Activity

1,024 hedge funds and large institutions have $24.3B invested in Truist Financial in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 383 increasing their positions, 391 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,024
Holders Change
-6
Holders Change %
-0.58%
% of All Funds
23.45%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.37%
New
81
Increased
383
Reduced
391
Closed
74
Calls
$145M
Puts
$85.7M
Net Calls
+$59M
Net Calls Change
-$33.9M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$408M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.88B
3
Macquarie Group
Macquarie Group
Australia
$699M
4
American Century Companies
American Century Companies
Missouri
$440M
5
Two Sigma Investments
Two Sigma Investments
New York
$47M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$411M
2
Allianz Asset Management
Allianz Asset Management
Germany
$16M
3
BG
Bahl & Gaynor
Ohio
$185M
4
Prudential Financial
Prudential Financial
New Jersey
$78.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
1001
Omnia Family Wealth
Florida
$5K – – –
LFG
1002
LifePlan Financial Group
Ohio
$5K – – –
Carson Wealth (CWM LLC)
1003
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.16K +48 +76%
PWAG
1004
Polaris Wealth Advisory Group
California
$5K +$5K +100 New
NFG
1005
Next Financial Group
Texas
$5K +$5K +111 New
CPIG
1006
Chicago Partners Investment Group
Illinois
$5K +$5K +111 New
WOC
1007
West Oak Capital
California
$4.22K +$4.22K +87 New
WEC
1008
Winslow Evans & Crocker
Massachusetts
$4K – – –
BWM
1009
Baystate Wealth Management
Massachusetts
$4K – – –
WA
1010
WP Advisors
California
$4K +$52 +1 +1%
WAS
1011
WESPAC Advisors SoCal
California
$4K +$4K +100 New
SGAM
1012
Smith Group Asset Management
Texas
$3K -$8.57K -200 -74%
WA
1013
WealthTrust-Arizona
Arizona
$2K – – –
KF
1014
Krilogy Financial
Missouri
$2K +$2K +35 New
CIM
1015
Contravisory Investment Management
Massachusetts
$2K +$2K +37 New
MCM
1016
MV Capital Management
Maryland
$2K +$2K +50 New
RIM
1017
Rampart Investment Management
Connecticut
$1.32K -$22 -458 -2%
Fidelity International
1018
Fidelity International
Bermuda
$1K +$1K +23 New
CF
1019
Centaurus Financial
California
$565 -$675K -14,339 -100%
WG
1020
Welch Group
Alabama
$290 +$45 +929 +18%
WKWM
1021
Walter & Keenan Wealth Management
Indiana
$216 +$13 +265 +6%
FRA
1022
Front Row Advisors
California
$65 – – –
CCMG
1023
Clark Capital Management Group
Pennsylvania
– -$36.8M -730,108 Closed
AIG
1024
American International Group
New York
– -$19.5M -387,345 Closed
N
1025
Natixis
France
– -$11.7M -231,328 Closed
39 40
41
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