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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 %
Federated Hermes
526
Federated Hermes
Pennsylvania
$1.16M -$155K -5,044 -12%
QIM
527
Quantitative Investment Management
Virginia
$1.16M +$1.16M +37,494 New
CC
528
Cipher Capital
New York
$1.16M -$3.72M -120,646 -76%
CBN
529
Cadence Bank NA
Texas
$1.15M +$1.15M +37,165 New
GWM
530
Geneos Wealth Management
Colorado
$1.14M -$44.5K -1,337 -4%
SLG
531
Stanley-Laman Group
Pennsylvania
$1.13M -$97K -3,146 -8%
SM
532
Salzhauer Michael
$1.12M -$2.45M -77,275 -69%
WANY
533
Wealthspire Advisors (New York)
New York
$1.12M +$952K +30,868 +577%
TW
534
Transform Wealth
Colorado
$1.1M -$832 -27 -0.1%
ECG
535
Edge Capital Group
Georgia
$1.1M -$5.28M -171,392 -83%
BRWA
536
B. Riley Wealth Advisors
Florida
$1.1M -$116K -3,750 -10%
SJIM
537
St. Johns Investment Management
Florida
$1.09M -$123K -3,997 -10%
CII
538
Capital International Inc
California
$1.09M +$573K +18,575 +110%
William Blair & Company
539
William Blair & Company
Illinois
$1.09M -$98.4K -3,188 -8%
PIM
540
Penobscot Investment Management
Massachusetts
$1.08M -$234K -7,570 -18%
DCM
541
Dupont Capital Management
Delaware
$1.07M -$2.59M -84,144 -71%
GRP
542
Global Retirement Partners
California
$1.07M -$1.88K -61 -0.2%
PT
543
Plimoth Trust
Massachusetts
$1.07M +$16K +518 +2%
SA
544
Strategic Advisors
New York
$1.06M -$32.1K -981 -3%
SP
545
SWS Partners
Ohio
$1.06M +$1.06M +34,300 New
SCM
546
Seascape Capital Management
New Hampshire
$1.05M -$61.5K -1,995 -6%
ECM
547
Everence Capital Management
Indiana
$1.05M -$32.7K -1,060 -3%
HIC
548
Holderness Investments Company
North Carolina
$1.05M +$54.6K +1,770 +5%
WP
549
WealthShield Partners
North Carolina
$1.05M +$7.12K +231 +0.7%
PTC
550
Philadelphia Trust Company
Pennsylvania
$1.04M -$4.6M -149,032 -82%
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