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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
$1.42B
3
Ameriprise
Ameriprise
Minnesota
$308M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.94B
5
Prudential Financial
Prudential Financial
New Jersey
$144M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$68.9M
2
Goldman Sachs
Goldman Sachs
New York
$238M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$598M
4
Dodge & Cox
Dodge & Cox
California
$901M
5
State Street
State Street
Massachusetts
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
1076
Boyd Watterson Asset Management
Ohio
– -$203K -3,905 Closed
AC
1077
Abbrea Capital
California
– -$202K -3,875 Closed
BAM
1078
Berkshire Asset Management
Pennsylvania
– -$201K -3,857 Closed
PGA
1079
Premia Global Advisors
Florida
– -$200K -3,845 Closed
TAM
1080
Tiverton Asset Management
Delaware
– -$158K -3,037 Closed
IIC
1081
Integrated Investment Consultants
Michigan
– -$156K -2,989 Closed
C
1082
Cerebellum
California
– -$122K -2,338 Closed
CPP
1083
Crow Point Partners
Massachusetts
– -$90K -1,732 Closed
APP
1084
Avantax Planning Partners
Iowa
– -$59K -1,143 Closed
MCWS
1085
McKinley Carter Wealth Services
West Virginia
– -$50K -960 Closed
PMFA
1086
Plante Moran Financial Advisors
Michigan
– -$47K -905 Closed
PHK
1087
Point72 Hong Kong
Hong Kong
– -$39K -744 Closed
ClearBridge Investments
1088
ClearBridge Investments
New York
– -$27K -520 Closed
PFO
1089
Pathstone Family Office
New Jersey
– -$25K -474 Closed
LWCFA
1090
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$15K -279 Closed
CCA
1091
Clearwater Capital Advisors
Illinois
– -$14K -260 Closed
FCAG
1092
First Capital Advisors Group
New Jersey
– -$13K -250 Closed
HFP
1093
Holistic Financial Partners
Indiana
– -$9K -181 Closed
MFBTD
1094
MB Financial Bank - Trust Department
Illinois
– -$9K -169 Closed
NMC
1095
Nine Masts Capital
Hong Kong
– -$8K -157 Closed
AWA
1096
Acorn Wealth Advisors
Michigan
– -$6K -114 Closed
PWAG
1097
Polaris Wealth Advisory Group
California
– -$5K -100 Closed
WAS
1098
WESPAC Advisors SoCal
California
– -$5K -100 Closed
IAS
1099
INR Advisory Services
Pennsylvania
– -$4K -81 Closed
CCM
1100
Covington Capital Management
California
– -$2K -35 Closed
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