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 %
FQ
751
First Quadrant
California
$425K -$7.7K -250 -2%
DY
752
Dowling & Yahnke
California
$425K +$137K +4,446 +48%
BCM
753
Boltwood Capital Management
California
$423K -$8.23K -267 -2%
HCM
754
Hall Capital Management
Rhode Island
$421K -$134K -4,115 -24%
PBO
755
Peoples Bank (Ohio)
Ohio
$421K -$55.1K -1,786 -12%
FAAS
756
First Allied Advisory Services
California
$420K -$210K -6,830 -33%
WAAG
757
Wealth Alliance Advisory Group
Kansas
$418K -$81.8K -2,656 -16%
SP
758
Symmetry Partners
Connecticut
$418K +$32.9K +1,067 +9%
LCM
759
Leisure Capital Management
California
$416K +$15.3K +495 +4%
EIA
760
Eastover Investment Advisors
North Carolina
$415K +$415K +13,457 New
PA
761
Probity Advisors
Texas
$413K -$72.6K -2,353 -15%
BP
762
Ballentine Partners
Massachusetts
$410K -$110K -3,560 -21%
EH
763
Employers Holdings
Nevada
$410K +$1.7K +55 +0.4%
CFMC
764
Curbstone Financial Management Corp
New Hampshire
$407K -$14.7K -478 -3%
PFS
765
Prospera Financial Services
Texas
$406K +$19.4K +629 +5%
CPA
766
Court Place Advisors
Maryland
$405K – – –
SAM
767
Summit Asset Management
Tennessee
$405K +$1.73K +56 +0.4%
IAIM
768
International Assets Investment Management
Florida
$404K +$404K +16,163 New
TNB
769
TCF National Bank
South Dakota
$402K -$19.3K -627 -5%
ALAM
770
Asahi Life Asset Management
Japan
$402K +$402K +13,030 New
WCAMG
771
Woodard & Company Asset Management Group
North Carolina
$401K -$1.91K -62 -0.5%
CCG
772
Cypress Capital Group
Florida
$400K -$3.7K -120 -0.9%
CAM
773
Cresset Asset Management
Illinois
$397K +$104K +3,380 +36%
RCA
774
Ranch Capital Advisors
Florida
$396K -$24.4K -794 -6%
DDC
775
DF Dent & Co
Maryland
$395K +$18.3K +595 +5%
29 30
31
32 33