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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 %
DAC
551
Dividend Assets Capital
South Carolina
$1.04M -$101K -3,275 -9%
NA
552
NewEdge Advisors
Louisiana
$1.02M -$322K -10,440 -24%
SNT
553
Security National Trust
West Virginia
$1.02M +$41.5K +1,346 +4%
CNBT
554
Canandaigua National Bank & Trust
New York
$1.01M -$40.7K -1,321 -4%
TNB
555
Thomasville National Bank
Georgia
$999K -$12.7M -238,388 -93%
Mackenzie Financial
556
Mackenzie Financial
Ontario, Canada
$998K -$2.17M -70,301 -68%
SDIC
557
South Dakota Investment Council
South Dakota
$997K -$1.33K -43 -0.1%
RCA
558
Resonant Capital Advisors
Wisconsin
$997K +$230K +7,470 +30%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$995K -$63.7K -2,066 -6%
SWM
560
SeaCrest Wealth Management
New York
$985K -$41.2K -1,337 -4%
PAMG
561
Patton Albertson Miller Group
Tennessee
$978K -$35.7K -1,158 -4%
IRF
562
IBM Retirement Fund
New York
$977K +$370K +11,990 +61%
TCOT
563
Trust Company of Toledo
Ohio
$960K +$39.6K +1,285 +4%
RCAG
564
Rehmann Capital Advisory Group
Michigan
$951K +$951K +30,848 New
AAS
565
Avantax Advisory Services
Texas
$943K -$690K -22,374 -42%
WAM
566
Wealthspire Advisors (Maryland)
Maryland
$942K +$3.61K +117 +0.4%
CCM
567
Copeland Capital Management
Pennsylvania
$942K +$829K +26,862 +731%
CG
568
Colony Group
Massachusetts
$941K +$194K +6,285 +26%
AAIM
569
Asset Advisors Investment Management
Georgia
$939K -$440K -14,250 -32%
LNWWM
570
Laird Norton Wetherby Wealth Management
California
$937K -$164K -5,305 -15%
NERM
571
New England Research & Management
Illinois
$936K – – –
ODCM
572
Old Dominion Capital Management
Virginia
$928K -$1.48M -47,904 -61%
TF
573
TIAA FSB
Florida
$926K -$6.29M -203,914 -87%
WAOTB
574
Wealth Advisors of Tampa Bay
Florida
$926K – – –
FHB
575
First Hawaiian Bank
Hawaii
$900K +$900K +29,189 New
21 22
23
24 25