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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 %
LF
1026
Lee Financial
Texas
$4K – – –
LWM
1027
Liberty Wealth Management
California
$3K -$1.14K -22 -28%
Parallax Volatility Advisers
1028
Parallax Volatility Advisers
California
$3K -$321 -6 -10%
WAS
1029
Winch Advisory Services
Wisconsin
$2K -$1.23K -24 -38%
MCM
1030
MV Capital Management
Maryland
$2K – – –
NCM
1031
Next Capital Management
New York
$2K +$2K +32 New
HR
1032
Howe & Rusling
New York
$2K +$2K +37 New
CQS
1033
Credential Qtrade Securities
$1.77K -$1.02M -20,784 -100%
W
1034
WealthStone
Ohio
$1.49K – – –
NDSI
1035
Newman Dignan & Sheerar Inc
Rhode Island
$1.3K -$21 -420 -2%
Fidelity International
1036
Fidelity International
Bermuda
$1K +$77 +1 +8%
FBT
1037
First Bank & Trust
South Dakota
$1K +$1K +21 New
MWC
1038
MKD Wealth Coaches
Michigan
$1K +$1K +825 New
CPIA
1039
Cornell Pochily Investment Advisors
New York
$725 -$62 -1,258 -8%
LHC
1040
Little House Capital
Massachusetts
$604 -$2 -36 -0.3%
WIM
1041
Westside Investment Management
California
$48 +$48 +994 New
MHI
1042
Miller Howard Investments
New York
– -$69.9M -1,501,591 Closed
ZIM
1043
Zacks Investment Management
Illinois
– -$32.9M -706,884 Closed
DAM
1044
DLD Asset Management
New York
– -$22.1M -474,695 Closed
EWA
1045
EP Wealth Advisors
California
– -$16.7M -357,988 Closed
Royal London Asset Management
1046
Royal London Asset Management
United Kingdom
– -$14.2M -305,584 Closed
PI
1047
PEAK6 Investments
Illinois
– -$9.82M -211,091 Closed
PAS
1048
Professional Advisory Services
Florida
– -$8.93M -192,004 Closed
SCM
1049
Stevens Capital Management
Pennsylvania
– -$8.62M -185,173 Closed
TAM
1050
Todd Asset Management
Kentucky
– -$8.23M -176,777 Closed
40 41
42
43 44