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Truist Financial
TFC

Overview Fund Activity

1,156 hedge funds and large institutions have $37.4B invested in Truist Financial in 2020 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 395 increasing their positions, 518 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
-7
Holders Change %
-0.6%
% of All Funds
23.39%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.26%
New
93
Increased
395
Reduced
518
Closed
92
Calls
$156M
Puts
$88M
Net Calls
+$68M
Net Calls Change
-$40.2M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$493M
2
Bank of America
Bank of America
North Carolina
+$210M
3
PP
Prudential plc
United Kingdom
+$82.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.2M
5
Franklin Resources
Franklin Resources
California
+$55M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$257M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$85.7M
3
Principal Financial Group
Principal Financial Group
Iowa
-$74.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$69.8M
5
LSV Asset Management
LSV Asset Management
Illinois
-$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
651
Philadelphia Trust Company
Pennsylvania
$723K -$473K -12,420 -40%
BDS
652
Banco de Sabadell
Florida
$719K -$14.7K -386 -2%
OCG
653
Opus Capital Group
Ohio
$715K -$111K -2,920 -13%
BIA
654
BHK Investment Advisors
Alabama
$706K +$117K +3,087 +20%
BW
655
Bison Wealth
Georgia
$705K -$171K -4,490 -19%
GI
656
GAMCO Investors
Connecticut
$704K +$704K +18,491 New
GAM
657
Gotham Asset Management
New York
$697K -$2.12M -55,766 -75%
AIM
658
Achmea Investment Management
Netherlands
$691K -$851K -22,350 -55%
TAIM
659
TD Ameritrade Investment Management
Nebraska
$688K -$64.6K -1,697 -9%
JCM
660
Jacobi Capital Management
Pennsylvania
$686K -$7.57K -188 -1%
ACWM
661
Adams Chetwood Wealth Management
North Carolina
$686K +$144K +3,782 +27%
B
662
Barings
North Carolina
$683K -$61.4K -1,615 -8%
HBT
663
Hills Bank & Trust
Iowa
$672K +$672K +17,669 New
CAAS
664
Capital Asset Advisory Services
Michigan
$670K -$8.52K -224 -1%
BWL
665
Bogart Wealth LLC
Virginia
$669K +$28K +736 +4%
FFN
666
Focus Financial Network
Minnesota
$669K -$3.81K -100 -0.6%
TYCC
667
Texas Yale Capital Corp
Florida
$665K – – –
Loomis, Sayles & Company
668
Loomis, Sayles & Company
Massachusetts
$665K +$75.2K +1,976 +13%
BI
669
Ballast Inc
Kentucky
$663K -$149K -3,916 -18%
TFS
670
TrustCore Financial Services
Tennessee
$663K -$94.7K -2,487 -12%
GCM
671
Galibier Capital Management
Ontario, Canada
$662K -$38.1K -1,000 -5%
BFEC
672
Benjamin F. Edwards & Company
Missouri
$661K +$18.1K +475 +3%
AFAS
673
Acorn Financial Advisory Services
Virginia
$655K -$20K -526 -3%
FG
674
Fiduciary Group
Georgia
$653K -$219K -5,764 -25%
CSPIA
675
Cary Street Partners Investment Advisory
Virginia
$652K +$449K +11,812 +222%
25 26
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