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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 %
TAIM
626
TD Ameritrade Investment Management
Nebraska
$714K -$78.5K -2,546 -10%
OIA
627
Optimum Investment Advisors
Illinois
$713K +$9.28K +301 +1%
BI
628
Ballast Inc
Kentucky
$710K +$125K +4,048 +21%
AWM
629
Aprio Wealth Management
Georgia
$702K -$12.3K -399 -2%
GCM
630
Galibier Capital Management
Ontario, Canada
$700K +$170K +5,500 +32%
SC
631
Searle & Co
Connecticut
$699K -$15.4K -500 -2%
AWM
632
Atticus Wealth Management
Florida
$696K -$192K -6,240 -22%
RC
633
RegentAtlantic Capital
New Jersey
$695K -$6.88K -223 -1%
VWA
634
V Wealth Advisors
Kansas
$695K +$695K +22,532 New
BW
635
Bison Wealth
Georgia
$693K -$89.8K -2,910 -11%
AIP
636
Ameritas Investment Partners
Nebraska
$693K -$21.7K -704 -3%
RI
637
Redwood Investments
Massachusetts
$691K -$947K -30,701 -58%
OA
638
Oak Associates
Ohio
$688K -$12.2K -395 -2%
First Manhattan
639
First Manhattan
New York
$686K -$158K -5,113 -19%
WPW
640
Waldron Private Wealth
Pennsylvania
$686K -$42K -1,364 -6%
WAP
641
Wealthcare Advisory Partners
Pennsylvania
$682K +$2.07K +67 +0.3%
OCG
642
Opus Capital Group
Ohio
$678K -$75K -2,433 -10%
THWM
643
Taylor Hoffman Wealth Management
Virginia
$674K -$48.2K -1,563 -7%
SACTSONJ
644
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$673K – – –
QI
645
QS Investors
New York
$669K +$669K +21,676 New
CCM
646
Compton Capital Management
Rhode Island
$668K +$329K +10,662 +97%
DWA
647
Douglass Winthrop Advisors
New York
$661K +$61.6K +1,998 +10%
BL
648
Balentine LLC
Georgia
$661K +$625K +20,258 +1,724%
JFL
649
Jarislowsky, Fraser Ltd
Quebec, Canada
$651K -$164K -5,308 -20%
CS
650
Comerica Securities
Michigan
$650K -$25K -810 -4%
24 25
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