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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 %
AF
676
AMG Funds
Connecticut
$580K -$477K -15,454 -45%
SEC
677
Seven Eight Capital
New York
$577K +$577K +18,700 New
CIA
678
CSat Investment Advisory
Michigan
$575K -$5.92K -192 -1%
CB
679
CNB Bank
Pennsylvania
$573K +$215K +6,958 +60%
SSWM
680
Sheets Smith Wealth Management
North Carolina
$570K -$2.49M -80,647 -81%
BIA
681
BHK Investment Advisors
Alabama
$564K -$13K -423 -2%
BAS
682
Brown Advisory Securities
Maryland
$557K -$130K -4,365 -19%
WPA
683
West Paces Advisors
Georgia
$554K -$233K -7,544 -30%
CAAS
684
Capital Asset Advisory Services
Michigan
$553K +$39.5K +1,249 +8%
WCM
685
Washington Capital Management
Washington
$551K -$267K -8,653 -33%
CEP
686
Chicago Equity Partners
Illinois
$551K -$106K -3,421 -16%
FFN
687
Focus Financial Network
Minnesota
$550K -$631K -20,475 -53%
FB
688
Fulton Bank
Pennsylvania
$547K -$312K -10,113 -36%
PRC
689
Pearl River Capital
Michigan
$539K +$539K +17,486 New
FCA
690
FLC Capital Advisors
California
$537K -$25.1K -880 -4%
TYCC
691
Texas Yale Capital Corp
Florida
$537K – – –
QSS
692
Quantitative Systematic Strategies
Florida
$534K +$534K +17,328 New
AWM
693
Absher Wealth Management
North Carolina
$530K +$19.4K +631 +4%
VanEck Associates
694
VanEck Associates
New York
$526K -$321K -10,403 -38%
JWCA
695
J.W. Cole Advisors
Florida
$520K -$532K -17,256 -51%
ER
696
Enlightenment Research
Florida
$517K +$517K +11,200 New
CCM
697
Canal Capital Management
Virginia
$516K -$79.7K -2,586 -13%
SCI
698
S&CO Inc
Massachusetts
$516K -$55.8K -1,812 -10%
ACWM
699
Adams Chetwood Wealth Management
North Carolina
$516K +$516K +14,239 New
MMHP
700
Murphy Middleton Hinkle & Parker
Georgia
$514K -$5.09K -165 -1%
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