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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 %
WorldQuant Millennium Advisors
451
WorldQuant Millennium Advisors
New York
$1.69M -$133K -4,310 -7%
ACA
452
Aptus Capital Advisors
Alabama
$1.69M +$321K +10,421 +24%
GIM
453
Goelzer Investment Management
Indiana
$1.69M -$54.4K -1,765 -3%
FT
454
Fiduciary Trust
Massachusetts
$1.68M -$264K -8,575 -14%
PP
455
Paloma Partners
Connecticut
$1.67M +$1.13M +36,568 +208%
RWM
456
RKL Wealth Management
Pennsylvania
$1.65M -$19.9K -644 -1%
HWA
457
Heritage Wealth Advisors
Virginia
$1.64M +$167K +5,423 +11%
CICI
458
Capital Investment Counsel Inc
North Carolina
$1.62M +$10.5K +339 +0.6%
PAM
459
Panagora Asset Management
Massachusetts
$1.6M -$1.29M -41,939 -45%
LFA
460
Legacy Financial Advisors
Kentucky
$1.6M +$66.2K +1,775 +4%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$1.59M -$140K -4,538 -8%
BBHC
462
Brown Brothers Harriman & Co
New York
$1.59M -$417K -13,507 -21%
LDB
463
Lee, Danner & Bass
Tennessee
$1.58M +$111K +3,609 +8%
SIM
464
Sonora Investment Management
Arizona
$1.58M +$92.7K +3,006 +6%
UBV
465
United Bank (Virginia)
Virginia
$1.57M -$127K -4,132 -8%
ANTB
466
AMG National Trust Bank
Colorado
$1.56M +$1.28M +41,584 +470%
CA
467
Continental Advisors
Utah
$1.54M +$79.2K +2,570 +5%
CT
468
Coastline Trust
Rhode Island
$1.53M +$136K +4,410 +10%
MML Investors Services
469
MML Investors Services
Massachusetts
$1.53M -$65.3K -2,118 -4%
Mercer Global Advisors
470
Mercer Global Advisors
Colorado
$1.52M -$427K -13,845 -22%
HVIA
471
Hudson Valley Investment Advisors
New York
$1.52M -$1.08M -34,897 -41%
PG
472
Pendal Group
Australia
$1.51M +$14.6K +473 +1%
Wealthfront Advisers
473
Wealthfront Advisers
California
$1.49M -$1.51M -48,843 -50%
SMH
474
Sanders Morris Harris
Texas
$1.49M – – –
TSWM
475
Triangle Securities Wealth Management
North Carolina
$1.49M +$29.8K +968 +2%
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