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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 %
BIA
401
Biondo Investment Advisors
Pennsylvania
$2.16M +$116K +3,716 +6%
NMIMC
402
Northwestern Mutual Investment Management Company
Wisconsin
$2.16M +$549K +17,798 +34%
RIM
403
Redpoint Investment Management
Australia
$2.15M -$781K -25,336 -27%
IEFM
404
IQ EQ Fund Management
Ireland
$2.14M -$45.5K -1,476 -2%
PI
405
Parkside Investments
Illinois
$2.12M -$77.8K -2,523 -4%
TCOV
406
Trust Company of Vermont
Vermont
$2.12M -$53.9K -1,747 -2%
BIA
407
BMT Investment Advisors
Pennsylvania
$2.11M – – –
AI
408
Atria Investments
North Carolina
$2.11M +$546K +17,717 +35%
WIC
409
Woodmont Investment Counsel
Tennessee
$2.1M -$157K -5,092 -7%
DHFB
410
Dixon Hubard Feinour & Brown
Virginia
$2.1M -$20.6K -667 -1%
AWM
411
AE Wealth Management
Kansas
$2.1M +$982K +31,840 +88%
BIAS
412
Beacon Investment Advisory Services
New Jersey
$2.1M -$20.3K -657 -1%
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$2.09M +$2.09M +67,698 New
HW
414
Hancock Whitney
Mississippi
$2.05M +$423K +13,713 +26%
CSS
415
Cubist Systematic Strategies
Connecticut
$2.05M +$1.38M +44,746 +207%
TWMP
416
Taylor Wealth Management Partners
Massachusetts
$2.05M +$2.05M +66,399 New
GLLW
417
Graves Light Lenhart Wealth
Virginia
$2.05M +$27.7K +898 +1%
SFSG
418
Stearns Financial Services Group
North Carolina
$2.01M +$607K +19,698 +43%
EB
419
Eastern Bank
Massachusetts
$1.98M -$63.7K -2,065 -3%
AIM
420
Anchor Investment Management
South Carolina
$1.98M -$228K -7,379 -10%
FAB
421
First American Bank
Illinois
$1.97M -$1.64M -53,019 -45%
MCM
422
Maryland Capital Management
Maryland
$1.97M -$30.3K -984 -2%
KCPG
423
Kavar Capital Partners Group
Kansas
$1.96M +$146K +4,744 +8%
MA
424
MCF Advisors
Kentucky
$1.96M – – –
DADC
425
D.A. Davidson & Co
Montana
$1.95M +$294K +9,395 +18%
15 16
17
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