TFC icon

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 %
BO
651
Bank OZK
Arkansas
$649K -$1.08M -34,883 -62%
WCM
652
Weld Capital Management
New York
$648K -$957K -31,033 -60%
TTWM
653
TCV Trust & Wealth Management
Virginia
$648K -$236K -7,647 -27%
SB
654
Simmons Bank
Arkansas
$647K -$559K -18,121 -46%
CRC
655
Curi RMB Capital
Illinois
$644K -$164K -5,326 -20%
EP
656
Edgestream Partners
New Jersey
$638K +$638K +20,685 New
SAM
657
Silvercrest Asset Management
New York
$633K -$7.43K -241 -1%
FFG
658
Fortem Financial Group
California
$630K +$171K +5,553 +37%
WG
659
Welch Group
Alabama
$630K +$259K +8,414 +70%
SYBT
660
Stock Yards Bank & Trust
Kentucky
$627K -$35.9K -1,164 -5%
GF
661
Gabelli Funds
New York
$624K -$734K -23,803 -54%
CA
662
Clearstead Advisors
Ohio
$619K -$83.5K -2,708 -12%
MWM
663
Modera Wealth Management
New Jersey
$618K +$13.1K +425 +2%
IPW
664
Inlet Private Wealth
Florida
$617K – – –
WWM
665
Willingdon Wealth Management
North Carolina
$615K -$3.08K -100 -0.5%
TFS
666
TrustCore Financial Services
Tennessee
$613K -$6.84K -222 -1%
WA
667
Wheatland Advisors
Pennsylvania
$612K -$805K -26,106 -57%
P
668
Pitcairn
Pennsylvania
$611K -$68.9K -2,233 -10%
B
669
Barings
North Carolina
$604K -$79.8K -2,586 -12%
AAIM
670
American Assets Investment Management
California
$599K – – –
LNC
671
Lincoln National Corp
Pennsylvania
$590K -$49.4K -1,601 -8%
NCM
672
Novare Capital Management
North Carolina
$590K -$31.5K -1,023 -5%
SFA
673
Souders Financial Advisors
Ohio
$590K +$590K +19,137 New
Marshall Wace
674
Marshall Wace
United Kingdom
$588K +$588K +19,082 New
SCP
675
Sandhill Capital Partners
New York
$586K +$72.2K +2,343 +14%
25 26
27
28 29