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Truist Financial
TFC

Overview Fund Activity

1,146 hedge funds and large institutions have $30.4B invested in Truist Financial in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 376 increasing their positions, 567 reducing their positions, and 276 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
-200
Holders Change %
-14.86%
% of All Funds
25.31%
Holding in Top 10
14
Holding in Top 10 Change
-25
Holding in Top 10 Change %
-64.1%
% of All Funds
0.31%
New
88
Increased
376
Reduced
567
Closed
276
Calls
$134M
Puts
$45M
Net Calls
+$89.4M
Net Calls Change
-$60.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Charles Schwab
Charles Schwab
California
+$270M
3
Franklin Resources
Franklin Resources
California
+$154M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$149M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$79.1M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$456M
2
Bank of America
Bank of America
North Carolina
-$310M
3
Goldman Sachs
Goldman Sachs
New York
-$163M
4
LSV Asset Management
LSV Asset Management
Illinois
-$159M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
301
BP
United Kingdom
$4.07M -$203K -6,570 -5%
SAM
302
Securian Asset Management
Minnesota
$4.04M -$66.7K -2,164 -2%
Allianz Asset Management
303
Allianz Asset Management
Germany
$4.02M +$1.15M +37,206 +40%
NEI
304
Northwest & Ethical Investments
Ontario, Canada
$4.02M +$230K +7,464 +6%
Calamos Advisors
305
Calamos Advisors
Illinois
$3.98M -$313K -10,149 -7%
FCBT
306
First Citizens Bank & Trust
North Carolina
$3.97M -$137K -4,433 -3%
HFS
307
Haverford Financial Services
Pennsylvania
$3.97M -$9.35K -303 -0.2%
PP
308
Patten & Patten
Tennessee
$3.97M -$252K -8,156 -6%
UAS
309
United Asset Strategies
New York
$3.96M -$47.3K -1,534 -1%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$3.95M – – –
ISL
311
Ingalls & Snyder LLC
New York
$3.91M -$1.71M -55,554 -30%
SMDAM
312
Sumitomo Mitsui DS Asset Management
Japan
$3.85M +$37.2K +1,206 +1%
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$3.79M +$46.1K +1,496 +1%
CTA
314
Colonial Trust Advisors
South Carolina
$3.79M -$11K -357 -0.3%
DnB Asset Management
315
DnB Asset Management
Norway
$3.79M -$679K -22,024 -15%
SG Americas Securities
316
SG Americas Securities
New York
$3.79M +$2.46M +79,859 +186%
OCM
317
Oakwood Capital Management
California
$3.72M -$71.1K -2,305 -2%
WBC
318
Westpac Banking Corp
Australia
$3.7M – – –
DT
319
Diversified Trust
Tennessee
$3.59M -$57.7K -1,871 -2%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$3.57M -$172K -5,571 -5%
RG
321
Rikoon Group
New Mexico
$3.57M +$62 +2 +0%
FNT
322
First National Trust
Pennsylvania
$3.51M -$239K -7,752 -6%
FMC
323
First Merchants Corp
Indiana
$3.49M -$130K -4,205 -4%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$3.48M +$3.48M +112,895 New
MCM
325
McMillion Capital Management
North Carolina
$3.47M -$595K -19,292 -15%
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