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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 %
TF
801
TLWM Financial
Texas
$356K +$2.95K +96 +0.8%
WA
802
Wealth Alliance
New York
$356K +$17.4K +564 +5%
FA
803
Faithward Advisors
Pennsylvania
$354K – – –
AWA
804
Arete Wealth Advisors
Illinois
$352K -$69.9K -2,263 -17%
BMC
805
Benin Management Corp
Connecticut
$351K -$9.26K -300 -3%
FAM
806
Formidable Asset Management
Ohio
$350K – – –
PCM
807
Penserra Capital Management
California
$348K +$197K +5,471 +131%
EWM
808
Evermay Wealth Management
Virginia
$345K -$189K -6,107 -35%
SJL
809
Shayne & Jacobs LLC
Tennessee
$345K – – –
PL
810
Parthenon LLC
Kentucky
$343K -$4.63K -150 -1%
TL
811
TrueWealth LLC
Georgia
$340K -$89.8K -2,913 -21%
FA
812
Fiducient Advisors
Illinois
$340K – – –
KWM
813
Keebeck Wealth Management
Illinois
$340K +$167K +5,435 +97%
RMDI
814
R.M. Davis Inc
Maine
$337K +$2.07K +67 +0.6%
MFG
815
Monte Financial Group
Connecticut
$335K -$24.9K -805 -7%
CCA
816
Checchi Capital Advisers
California
$335K -$7.33K -235 -2%
AWM
817
Altavista Wealth Management
North Carolina
$335K – – –
Cerity Partners
818
Cerity Partners
New York
$334K -$244K -7,928 -42%
PFA
819
Pathway Financial Advisors
Vermont
$334K – – –
SMM
820
Stadion Money Management
Georgia
$333K -$3.33K -108 -1%
PGWM
821
Parisi Gray Wealth Management
New Jersey
$332K +$31 +1 +0%
RIM
822
Rampart Investment Management
Connecticut
$331K -$167K -5,421 -34%
S
823
Seeyond
France
$330K -$2.53K -104 -0.8%
FA
824
FMA Advisory
Pennsylvania
$330K +$4.29K +139 +1%
JIC
825
Johnson Investment Counsel
Ohio
$329K -$92.4K -2,994 -22%
31 32
33
34 35