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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 %
CFA
701
Camarda Financial Advisors
Florida
$513K +$513K +16,650 New
MRCM
702
M&R Capital Management
New Jersey
$510K – – –
IWM
703
IHT Wealth Management
Illinois
$508K -$83.5K -2,706 -14%
AFAS
704
Acorn Financial Advisory Services
Virginia
$506K -$11.8K -383 -2%
VC
705
Veracity Capital
Georgia
$504K -$25.4K -823 -5%
JG
706
Jefferies Group
New York
$501K -$323K -10,469 -39%
BDS
707
Banco de Sabadell
Florida
$498K -$133K -4,296 -21%
JCM
708
Jacobi Capital Management
Pennsylvania
$493K +$29.3K +913 +6%
IC
709
Inscription Capital
Texas
$491K -$275K -8,902 -36%
AAM
710
Augustine Asset Management
Florida
$491K +$47.8K +1,548 +11%
BOTW
711
Bank of the West
California
$488K -$195K -6,332 -29%
DAM
712
Doheny Asset Management
California
$483K – – –
EMG
713
Ellington Management Group
Connecticut
$481K +$481K +15,600 New
WIA
714
Wealthstreet Investment Advisors
Texas
$479K -$1.7K -55 -0.4%
CC
715
Centiva Capital
New York
$478K +$478K +15,502 New
BWM
716
BCS Wealth Management
Tennessee
$476K -$617 -20 -0.1%
LOAME
717
Lombard Odier Asset Management (Europe)
United Kingdom
$476K – – –
EWM
718
Evercore Wealth Management
New York
$471K -$63.8K -2,068 -12%
BJL
719
Brighton Jones LLC
Washington
$471K +$177K +5,737 +60%
MC
720
Moors & Cabot
Massachusetts
$467K -$1.5M -48,685 -76%
BWL
721
Bogart Wealth LLC
Virginia
$467K +$65.1K +2,113 +16%
MPWT
722
MassMutual Private Wealth & Trust
Connecticut
$465K +$31.5K +1,022 +7%
GIA
723
Gateway Investment Advisers
Ohio
$463K -$128K -4,164 -22%
FL
724
Fourthstone LLC
Missouri
$463K +$463K +15,000 New
GC
725
Gratus Capital
Georgia
$462K -$219K -7,099 -32%
27 28
29
30 31