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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 %
GHA
851
GW Henssler & Associates
Georgia
$309K +$309K +8,115 New
BMC
852
Benin Management Corp
Connecticut
$308K -$46.6K -1,225 -13%
FSA
853
Franklin Street Advisors
North Carolina
$307K -$41.9K -1,103 -12%
EMG
854
ETF Managers Group
New Jersey
$307K +$18.2K +491 +6%
QIM
855
Quantitative Investment Management
Virginia
$306K -$1.36M -35,881 -82%
AWM
856
Altium Wealth Management
New York
$306K -$18.2K -477 -6%
AWE
857
Avidian Wealth Enterprises
Texas
$306K +$5.22K +137 +2%
Simplex Trading
858
Simplex Trading
Illinois
$306K +$306K +8,062 New
NGA
859
Naples Global Advisors
Florida
$303K -$29.1K -766 -9%
FMT
860
First Mercantile Trust
Tennessee
$303K -$28.7K -591 -9%
DSN
861
D. Scott Neal
Kentucky
$303K – – –
BHWM
862
Bar Harbor Wealth Management
New Hampshire
$301K – – –
CWC
863
Carolinas Wealth Consulting
North Carolina
$300K -$64.7K -1,702 -18%
MMPW
864
Mitchell McLeod Pugh & Williams
Alabama
$300K – – –
AW
865
ACG Wealth
Georgia
$297K +$23.3K +613 +9%
SHA
866
Seneca House Advisors
Virginia
$296K -$13.1K -344 -4%
CWM
867
Cahaba Wealth Management
Georgia
$296K +$2.32K +61 +0.8%
VPIM
868
Vanguard Personalized Indexing Management
California
$296K +$87.5K +2,300 +42%
Cetera Investment Advisers
869
Cetera Investment Advisers
Illinois
$292K -$25.4K -667 -8%
SPC
870
Sigma Planning Corp
Michigan
$291K -$18K -473 -6%
SFM
871
Systematic Financial Management
New Jersey
$291K – – –
SL
872
Salomon & Ludwin
Virginia
$290K – – –
PCM
873
Penserra Capital Management
California
$289K -$701K -18,475 -71%
SVWAG
874
Sound View Wealth Advisors Group
Georgia
$289K -$64.5K -1,694 -18%
LIM
875
Loudon Investment Management
New Hampshire
$286K -$950 -25 -0.3%
33 34
35
36 37