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 %
EI
726
Ethic Inc
New York
$462K +$131K +4,250 +40%
CM
727
Cornerstone Management
Georgia
$458K -$12.1K -392 -3%
PMG
728
ProVise Management Group
Florida
$457K +$8.48K +275 +2%
BS
729
Bessemer Securities
New York
$453K – – –
IWC
730
Integrated Wealth Concepts
Massachusetts
$453K +$50.6K +1,640 +13%
LS
731
Livforsakringsbolaget Skandia
Sweden
$453K +$151K +4,900 +50%
PI
732
Pettee Investors
Connecticut
$451K – – –
CTI
733
Community Trust & Investment
Kentucky
$451K +$451K +14,631 New
CCT
734
Chemung Canal Trust
New York
$450K – – –
EHWM
735
Eads & Heald Wealth Management
Georgia
$449K -$562K -18,227 -56%
EFSCE
736
Enterprise Financial Services Corp (EFSC)
Missouri
$446K +$71.8K +2,329 +19%
Carson Wealth (CWM LLC)
737
Carson Wealth (CWM LLC)
Nebraska
$443K – – –
PTC
738
Private Trust Company
Ohio
$442K +$12.2K +397 +3%
CA
739
Cornerstone Advisory
Maryland
$441K +$182K +5,912 +70%
SWA
740
Sutton Wealth Advisors
Florida
$441K -$15.7K -510 -3%
SFP
741
Shepherd Financial Partners
Massachusetts
$438K -$503K -16,327 -53%
NB
742
Northwest Bancshares
Pennsylvania
$436K -$18.5K -600 -4%
RMC
743
Resources Management Corp
Connecticut
$436K – – –
IMOV
744
Investment Management of Virginia
Virginia
$435K -$49.3K -1,599 -10%
SCA
745
Snowden Capital Advisors
New York
$434K +$82.4K +2,672 +23%
SWMG
746
Signature Wealth Management Group
Georgia
$433K -$5.79K -188 -1%
PP
747
Prudential plc
United Kingdom
$432K -$145K -4,700 -25%
CPIA
748
Cornell Pochily Investment Advisors
New York
$428K – – –
HFG
749
Heron Financial Group
New York
$426K – – –
MGIA
750
Moneta Group Investment Advisors
Missouri
$426K +$38.9K +1,260 +10%
28 29
30
31 32