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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 %
SFA
826
Sequoia Financial Advisors
Ohio
$327K -$94.7K -3,068 -22%
WOC
827
West Oak Capital
California
$326K -$31.9K -1,034 -9%
IA
828
IFG Advisory
Georgia
$325K +$185K +6,005 +132%
CWC
829
Carolinas Wealth Consulting
North Carolina
$324K +$38K +1,230 +13%
SCM
830
Shelton Capital Management
Colorado
$323K -$9.24K -300 -3%
QPWM
831
Quadrant Private Wealth Management
Pennsylvania
$321K +$110K +3,560 +52%
ACM
832
AlphaCrest Capital Management
New York
$321K +$321K +10,403 New
IA
833
IFP Advisors
Florida
$320K +$23.6K +684 +8%
AW
834
Alpha Windward
Massachusetts
$319K -$24.7K -800 -7%
GRQ
835
Gardner Russo & Quinn
Pennsylvania
$319K +$1.48K +48 +0.5%
CG
836
Caprock Group
Idaho
$319K +$9.06K +294 +3%
VFA
837
Valeo Financial Advisors
Indiana
$316K -$4.63K -125 -1%
SM
838
Sciencast Management
New Jersey
$315K -$1.11M -40,112 -78%
PCA
839
Personal Capital Advisors
California
$314K +$16K +523 +5%
NGA
840
Naples Global Advisors
Florida
$311K -$144K -4,678 -32%
BHWM
841
Bay Harbor Wealth Management
Maryland
$309K – – –
MWA
842
Meridian Wealth Advisors
Texas
$308K -$154K -5,006 -33%
DWT
843
Dorsey & Whitney Trust
South Dakota
$308K +$24.8K +808 +9%
CA
844
Cetera Advisors
Colorado
$306K -$50.1K -1,624 -14%
AL
845
Aspiriant LLC
California
$305K -$9.44K -307 -3%
MME
846
Meag Munich Ergo
Germany
$304K -$649K -21,034 -68%
MYAM
847
Meiji Yasuda Asset Management
Japan
$304K -$485K -15,720 -61%
SWM
848
Sugarloaf Wealth Management
Georgia
$303K -$2.53K -82 -0.8%
FSA
849
Franklin Street Advisors
North Carolina
$302K -$355K -11,499 -54%
GLA
850
Good Life Advisors
Pennsylvania
$301K -$21.3K -693 -7%
32 33
34
35 36