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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 %
SIAP
776
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$394K – – –
CIC
777
Crawford Investment Counsel
Georgia
$393K -$161K -5,211 -29%
BHBT
778
Burke & Herbert Bank & Trust
Virginia
$393K – – –
MIA
779
MainStreet Investment Advisors
Illinois
$390K +$390K +12,650 New
WFG
780
Wills Financial Group
Virginia
$388K -$36.1K -1,170 -9%
HH
781
Hilltop Holdings
Texas
$388K +$26.7K +865 +7%
MWM
782
Meridian Wealth Management
Kentucky
$386K +$2.4K +78 +0.6%
MHS
783
M Holdings Securities
Oregon
$386K +$386K +12,511 New
DAS
784
Dynamic Advisor Solutions
Arizona
$381K -$3.08K -100 -0.8%
PJSIMP
785
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K -$20.2K -656 -5%
WC
786
Westhampton Capital
North Carolina
$376K -$27.7K -900 -7%
BB
787
Busey Bank
Illinois
$376K +$131K +4,257 +54%
CPSAC
788
Chas P. Smith & Associates (CPS)
Florida
$372K -$45.4K -1,473 -11%
SFS
789
Sowell Financial Services
Arkansas
$369K +$65.1K +2,110 +21%
BC
790
Bartlett & Co
Ohio
$369K +$369K +11,954 New
BCWM
791
Bartlett & Co Wealth Management
Ohio
$369K +$15.7K +510 +4%
CIC
792
Carnegie Investment Counsel
Ohio
$365K -$6.72K -218 -2%
KA
793
Kovack Advisors
Florida
$364K -$350K -11,358 -49%
MPIA
794
Mountain Pacific Investment Advisers
Idaho
$363K +$12.3K +400 +4%
CGL
795
Clarius Group LLC
Washington
$361K +$57.5K +1,862 +19%
SWM
796
Sculati Wealth Management
Michigan
$360K – – –
WIS
797
Wright Investors Service
Connecticut
$360K +$2.65K +86 +0.7%
QCM
798
Quest Capital Management
Texas
$359K +$84.1K +2,724 +31%
PAS
799
Park Avenue Securities
New York
$356K -$594K -19,252 -63%
Lido Advisors
800
Lido Advisors
California
$356K -$339K -10,988 -49%
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