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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 %
LCM
576
Landscape Capital Management
New Jersey
$889K +$316K +10,235 +55%
CFB
577
Cullen/Frost Bankers
Texas
$888K -$939K -30,436 -51%
IAMOG
578
Investors Asset Management of Georgia
Georgia
$887K -$286K -9,273 -24%
FMBTD
579
First Midwest Bank Trust Division
Illinois
$887K -$56.1K -1,819 -6%
VI
580
Vestcor Inc
New Brunswick, Canada
$886K -$831K -26,915 -48%
MA
581
Mutual Advisors
Nebraska
$886K +$28.7K +929 +3%
CAG
582
Csenge Advisory Group
Florida
$876K +$210K +6,818 +32%
UTC
583
Unified Trust Company
Kentucky
$867K -$6.81K -221 -0.8%
KA
584
Kintegral Advisory
New York
$867K +$97K +3,145 +13%
CB
585
Community Bank
New York
$867K +$295K +9,555 +52%
SS
586
Simplicity Solutions
Minnesota
$867K +$326K +10,549 +60%
MIAS
587
Mason Investment Advisory Services
Virginia
$864K +$155K +5,036 +22%
LWMM
588
Legacy Wealth Management (Mississippi)
Mississippi
$863K +$510K +16,530 +144%
BTW
589
Boston Trust Walden
Massachusetts
$859K -$32.1M -1,039,460 -97%
BCV
590
Banque Cantonale Vaudoise
Switzerland
$844K – – –
CBT
591
Central Bank & Trust
Kentucky
$843K -$205K -6,636 -20%
PGAM
592
Princeton Global Asset Management
New Jersey
$841K +$99.8K +3,234 +13%
IB
593
Intrust Bank
Kansas
$839K +$108K +3,504 +15%
WCM
594
Wunderlich Capital Managemnt
Tennessee
$831K -$26.8K -869 -3%
Qube Research & Technologies (QRT)
595
Qube Research & Technologies (QRT)
United Kingdom
$827K +$827K +26,810 New
AMIM
596
Aull & Monroe Investment Management
Alabama
$826K -$66.5K -2,156 -7%
WSCM
597
Wellington Shields Capital Management
New York
$821K +$15.8K +512 +2%
IRC
598
Investors Research Corp
Georgia
$814K – – –
MCCP
599
Mission Creek Capital Partners
California
$810K -$24.5K -793 -3%
APA
600
American Portfolios Advisors
New York
$809K +$273K +8,865 +51%
22 23
24
25 26