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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
$1.95B
2
Charles Schwab
Charles Schwab
California
$469M
3
Franklin Resources
Franklin Resources
California
$302M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$614M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.4B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Bank of America
Bank of America
North Carolina
$1.15B
3
Goldman Sachs
Goldman Sachs
New York
$157M
4
LSV Asset Management
LSV Asset Management
Illinois
$94.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$829M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$244M -$86.2M -2,795,165 -26%
Citadel Advisors
27
Citadel Advisors
Florida
$244M +$64.4M +2,087,759 +36%
BAM
28
Burgundy Asset Management
Ontario, Canada
$242M -$19.9M -644,555 -8%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$234M +$32.1M +1,041,561 +16%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$227M -$90.7M -2,941,390 -29%
BG
31
Bahl & Gaynor
Ohio
$220M +$8.17M +264,875 +4%
Truist Financial
32
Truist Financial
North Carolina
$185M +$6.31M +204,751 +4%
Wells Fargo
33
Wells Fargo
California
$168M -$19.6M -634,409 -10%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$166M +$7.83M +253,929 +5%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$164M +$11.4M +370,891 +7%
Goldman Sachs
36
Goldman Sachs
New York
$157M -$163M -5,282,206 -51%
PPA
37
Parametric Portfolio Associates
Washington
$147M -$21.1M -684,415 -13%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$142M +$54.5M +1,766,990 +63%
UBS AM
39
UBS AM
Illinois
$141M +$12.1M +390,948 +9%
Principal Financial Group
40
Principal Financial Group
Iowa
$136M -$2.3M -74,505 -2%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$120M -$4.92M -159,580 -4%
APG Asset Management
42
APG Asset Management
Netherlands
$111M +$12.2M +396,524 +12%
RJA
43
Raymond James & Associates
Florida
$109M -$3.14M -101,947 -3%
EVM
44
Eaton Vance Management
Massachusetts
$106M +$40.7M +1,311,804 +63%
Morgan Stanley
45
Morgan Stanley
New York
$102M -$45.4M -1,470,548 -31%
SCCM
46
Schafer Cullen Capital Management
New York
$95M -$15.5M -501,244 -14%
LSV Asset Management
47
LSV Asset Management
Illinois
$94.4M -$159M -5,165,876 -63%
Stifel Financial
48
Stifel Financial
Missouri
$93.4M -$5.43M -176,073 -5%
Sanders Capital
49
Sanders Capital
Florida
$93M -$6.95M -225,300 -7%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$92.9M -$4.74M -153,657 -5%
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