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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 %
SBSB
826
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K +$342 +9 +0.1%
KC
827
Kingfisher Capital
North Carolina
$348K -$17.2K -452 -5%
WA
828
WBH Advisory
Maryland
$348K +$11K +290 +3%
ARMC
829
American Research & Management Company
Massachusetts
$347K -$7.39K -194 -2%
GT
830
Greenleaf Trust
Michigan
$346K +$25.6K +673 +8%
LSAG
831
Lake Street Advisors Group
New Hampshire
$345K +$2.7K +71 +0.8%
JIC
832
Johnson Investment Counsel
Ohio
$344K -$12K -315 -3%
III
833
Independent Investors Inc
New York
$342K – – –
XWM
834
Xcel Wealth Management
Florida
$341K – – –
VFA
835
Valeo Financial Advisors
Indiana
$335K -$102K -2,669 -23%
BWA
836
BDO Wealth Advisors
Florida
$335K -$12.2K -320 -4%
OAM
837
Optimal Asset Management
California
$332K -$194K -5,099 -37%
ABTD
838
Arvest Bank Trust Division
Oklahoma
$331K +$331K +8,702 New
SFA
839
Sequoia Financial Advisors
Ohio
$329K -$97.6K -2,563 -23%
EWM
840
Evermay Wealth Management
Virginia
$328K +$11.5K +303 +4%
MAFM
841
Mid Atlantic Financial Management
Pennsylvania
$326K -$132K -2,723 -29%
SCA
842
Stonebridge Capital Advisors
Minnesota
$326K – – –
EIA
843
Edgemoor Investment Advisors
Maryland
$320K – – –
PA
844
Probity Advisors
Texas
$318K -$43.3K -1,136 -12%
PI
845
Putnam Investments
Massachusetts
$314K -$23K -603 -7%
BWM
846
BT Wealth Management
Georgia
$314K +$37.1K +974 +13%
BCM
847
Brookstone Capital Management
Illinois
$313K -$5.97K -157 -2%
IFWM
848
Institute for Wealth Management
Colorado
$311K -$304 -8 -0.1%
FCFC
849
First Commonwealth Financial Corp
Pennsylvania
$310K +$5.75K +151 +2%
SW
850
SVB Wealth
Massachusetts
$309K -$78.2K -2,053 -20%
32 33
34
35 36