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Truist Financial
TFC

Overview Fund Activity

1,064 hedge funds and large institutions have $21.5B invested in Truist Financial in 2018 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 350 increasing their positions, 427 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
+40
Holders Change %
+3.91%
% of All Funds
23.74%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.47%
New
144
Increased
350
Reduced
427
Closed
90
Calls
$162M
Puts
$101M
Net Calls
+$61.2M
Net Calls Change
+$2.19M

Top Buyers

1
BlackRock
BlackRock
New York
$2.32B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$311M
3
BG
Bahl & Gaynor
Ohio
$241M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.62B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$26.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.02B
2
State Street
State Street
Massachusetts
$1.48B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$298M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$401M
5
Jennison Associates
Jennison Associates
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B +$54.4M +1,256,093 +2%
BlackRock
2
BlackRock
New York
$2.32B +$177M +4,086,502 +8%
State Street
3
State Street
Massachusetts
$1.48B -$97.5M -2,251,803 -6%
Bank of America
4
Bank of America
North Carolina
$1.02B -$157M -3,631,428 -13%
Dodge & Cox
5
Dodge & Cox
California
$743M -$23M -530,200 -3%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$721M -$5.82M -134,434 -0.8%
Macquarie Group
7
Macquarie Group
Australia
$631M +$7.04M +162,458 +1%
Northern Trust
8
Northern Trust
Illinois
$482M +$7.84M +181,065 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$401M -$64.9M -1,498,716 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$399M +$25.5M +590,366 +7%
American Century Companies
11
American Century Companies
Missouri
$395M +$3.05M +70,428 +0.8%
BAM
12
Burgundy Asset Management
Ontario, Canada
$368M +$3.96M +91,400 +1%
Ameriprise
13
Ameriprise
Minnesota
$362M -$3.06M -70,581 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$311M +$156M +3,600,325 +100%
CSIA
15
Charles Schwab Investment Advisory
California
$307M +$6.12M +141,249 +2%
Norges Bank
16
Norges Bank
Norway
$302M +$7.29M +168,312 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$298M -$69.5M -1,603,228 -19%
Wells Fargo
18
Wells Fargo
California
$270M -$12.5M -287,508 -4%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$250M -$15.5M -357,008 -6%
BG
20
Bahl & Gaynor
Ohio
$241M +$75.9M +1,753,162 +46%
Goldman Sachs
21
Goldman Sachs
New York
$230M +$10.3M +237,771 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$209M -$505K -11,669 -0.2%
Legal & General Group
23
Legal & General Group
United Kingdom
$170M +$11.4M +263,700 +7%
Boston Partners
24
Boston Partners
Massachusetts
$155M -$1.11M -25,521 -0.7%
LSV Asset Management
25
LSV Asset Management
Illinois
$154M +$2.47M +57,075 +2%
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