TFC icon

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 %
CCT
701
Capital City Trust
Florida
$568K +$17.1K +450 +3%
CM
702
Cornerstone Management
Georgia
$565K – – –
SAM
703
Summit Asset Management
Tennessee
$558K +$56.1K +1,474 +11%
BS
704
Bessemer Securities
New York
$555K -$3.8K -100 -0.7%
LCM
705
Leisure Capital Management
California
$553K +$4.03K +106 +0.7%
AWM
706
Aprio Wealth Management
Georgia
$552K -$272K -7,141 -33%
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$551K -$2.67K -70 -0.5%
LWMM
708
Legacy Wealth Management (Mississippi)
Mississippi
$549K -$552K -14,497 -50%
AF
709
AMG Funds
Connecticut
$549K -$18.7K -491 -3%
NB
710
Northwest Bancshares
Pennsylvania
$548K -$3.05K -80 -0.6%
ECG
711
Edge Capital Group
Georgia
$547K -$939K -24,700 -63%
DY
712
Dowling & Yahnke
California
$547K -$16.7K -438 -3%
Lido Advisors
713
Lido Advisors
California
$541K +$168K +4,421 +45%
CTI
714
Community Trust & Investment
Kentucky
$539K -$17.3K -456 -3%
SIGI
715
Susquehanna International Group (Ireland)
Ireland
$539K +$539K +14,158 New
RMC
716
Resources Management Corp
Connecticut
$538K – – –
EHWM
717
Eads & Heald Wealth Management
Georgia
$534K -$83.5K -2,195 -14%
SCI
718
S&CO Inc
Massachusetts
$529K -$24.6K -647 -4%
IMOV
719
Investment Management of Virginia
Virginia
$529K – – –
FQ
720
First Quadrant
California
$525K -$216K -5,683 -29%
LS
721
Livforsakringsbolaget Skandia
Sweden
$525K -$34.3K -900 -6%
OSAM
722
O'Shaughnessy Asset Management
Connecticut
$524K +$149K +3,930 +40%
SCA
723
Snowden Capital Advisors
New York
$520K +$1.07K +28 +0.2%
IRAG
724
Investment Research & Advisory Group
Georgia
$518K – – –
WAAG
725
Wealth Alliance Advisory Group
Kansas
$517K +$381 +10 +0.1%
27 28
29
30 31