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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 %
IC
876
IEQ Capital
California
$268K -$65.9K -2,140 -20%
PH
877
Pinnacle Holdings
Oklahoma
$268K -$186K -6,031 -41%
HSA
878
HBK Sorce Advisory
Pennsylvania
$267K -$144K -4,662 -35%
MGWM
879
Marks Group Wealth Management
Minnesota
$267K +$20.3K +668 +8%
EIA
880
Edgemoor Investment Advisors
Maryland
$260K – – –
SC
881
Savant Capital
Illinois
$259K -$38K -1,233 -13%
BCA
882
Bay Colony Advisors
Massachusetts
$259K +$103K +3,351 +66%
SPC
883
Sigma Planning Corp
Michigan
$258K -$54K -1,748 -17%
IFWM
884
Institute for Wealth Management
Colorado
$257K +$5.7K +185 +2%
1SB
885
1ST Source Bank
Indiana
$256K -$7.01K -227 -3%
WA
886
WealthTrust Axiom
Pennsylvania
$256K +$31 +1 +0%
NSB
887
Norway Savings Bank
Maine
$256K +$33.2K +1,078 +15%
VVP
888
Venture Visionary Partners
Ohio
$255K -$892 -29 -0.3%
BHWM
889
Bar Harbor Wealth Management
New Hampshire
$254K -$43.7K -1,420 -15%
SFG
890
SevenBridge Financial Group
Pennsylvania
$253K -$32K -1,040 -11%
Cetera Investment Advisers
891
Cetera Investment Advisers
Illinois
$253K -$9.04K -293 -3%
SBA
892
Secrest Blakey & Associates
North Carolina
$253K +$19.7K +641 +8%
PI
893
Putnam Investments
Massachusetts
$251K -$66.2M -2,146,621 -100%
GFPC
894
Global Financial Private Capital
Florida
$251K -$10.8K -347 -4%
AWM
895
Avior Wealth Management
Nebraska
$250K +$202K +6,584 +425%
SFM
896
Signet Financial Management
New Jersey
$248K -$1.92K -58 -0.8%
SHA
897
Seneca House Advisors
Virginia
$247K -$53.5K -1,750 -18%
DSN
898
D. Scott Neal
Kentucky
$246K – – –
OWA
899
Outlook Wealth Advisors
Texas
$244K +$14.2K +460 +6%
EF
900
Empirical Finance
Pennsylvania
$244K +$86.3K +2,796 +55%
34 35
36
37 38