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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 %
TIA
851
Tandem Investment Advisors
South Carolina
$299K -$166K -5,400 -36%
AF
852
Advisornet Financial
Minnesota
$293K -$173K -5,605 -37%
DE
853
Day & Ennis
Georgia
$293K -$10.8K -350 -4%
PA
854
Parallel Advisors
California
$292K -$61.6K -1,999 -17%
ANRIA
855
American National Registered Investment Advisor
Texas
$292K – – –
LSAG
856
Lake Street Advisors Group
New Hampshire
$292K +$44.1K +1,427 +18%
SBH
857
Segall Bryant & Hamill
Illinois
$291K -$125K -4,066 -30%
CIM
858
CIM Investment Management
Pennsylvania
$290K +$11.6K +376 +4%
BUB
859
BBVA USA Bancshares
Texas
$289K +$60.3K +1,958 +26%
CAC
860
Certified Advisory Corp
Florida
$288K -$17.5K -568 -6%
BCM
861
Birmingham Capital Management
Alabama
$288K – – –
ARMC
862
American Research & Management Company
Massachusetts
$287K – – –
SBSB
863
Sullivan, Bruyette, Speros & Blaney
Virginia
$285K -$27.1K -880 -9%
XWM
864
Xcel Wealth Management
Florida
$284K -$29.8K -968 -10%
MAFM
865
Mid Atlantic Financial Management
Pennsylvania
$283K -$31.8K -1,033 -10%
PFBT
866
Parkside Financial Bank & Trust
Missouri
$282K -$20.6K -668 -7%
MHC
867
Meyer Handelman Company
New York
$281K – – –
SVWAG
868
Sound View Wealth Advisors Group
Georgia
$280K -$48.9K -1,586 -15%
SCA
869
Stonebridge Capital Advisors
Minnesota
$280K -$4.04K -131 -1%
KC
870
Kingfisher Capital
North Carolina
$279K -$26.9K -873 -9%
III
871
Independent Investors Inc
New York
$276K +$117K +3,800 +73%
Los Angeles Capital Management
872
Los Angeles Capital Management
California
$273K -$28.4K -920 -9%
BS
873
Boenning & Scattergood
Pennsylvania
$271K -$282K -9,160 -51%
WS
874
Wedbush Securities
California
$271K +$58.7K +1,901 +28%
BWA
875
BDO Wealth Advisors
Florida
$269K +$17.6K +571 +7%
33 34
35
36 37