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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 %
CNC
726
Canandaigua National Corp
New York
$514K -$480K -12,633 -48%
EIA
727
Eastover Investment Advisors
North Carolina
$512K – – –
PTC
728
Private Trust Company
Ohio
$510K +$14K +369 +3%
BHBT
729
Burke & Herbert Bank & Trust
Virginia
$510K +$25.7K +675 +5%
SFP
730
Shepherd Financial Partners
Massachusetts
$509K -$7.88K -207 -2%
BB
731
Busey Bank
Illinois
$504K +$89.5K +2,355 +22%
EWM
732
Evercore Wealth Management
New York
$503K -$342 -9 -0.1%
EI
733
Ethic Inc
New York
$503K +$61.3K +1,609 +14%
BAMF
734
BI Asset Management Fondsmaeglerselskab
Denmark
$503K +$116K +3,061 +30%
PI
735
Pettee Investors
Connecticut
$502K – – –
SWM
736
Selective Wealth Management
Virginia
$500K -$13.3K -350 -3%
SACTSONJ
737
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$499K – – –
CPA
738
Court Place Advisors
Maryland
$499K – – –
SP
739
Symmetry Partners
Connecticut
$494K +$494K +12,976 New
CG
740
Caprock Group
Idaho
$492K +$106K +2,793 +28%
MYIA
741
Mount Yale Investment Advisors
Colorado
$492K +$129K +3,387 +35%
BAS
742
Brown Advisory Securities
Maryland
$488K -$23.2K -611 -5%
SIAP
743
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$487K – – –
FAAS
744
First Allied Advisory Services
California
$480K +$13.3K +351 +3%
LOAME
745
Lombard Odier Asset Management (Europe)
United Kingdom
$476K +$476K +8,626 New
TNB
746
TCF National Bank
South Dakota
$475K +$475K +12,463 New
SS
747
Sunbelt Securities
Texas
$474K +$234K +5,871 +97%
PAS
748
Park Avenue Securities
New York
$470K +$102K +2,684 +28%
HFG
749
Heron Financial Group
New York
$469K -$33.9K -822 -7%
GC
750
Gratus Capital
Georgia
$466K -$42.1K -1,106 -8%
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