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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 %
FSA
876
Fort Sheridan Advisors
Illinois
$286K +$1.71K +45 +0.6%
TMAM
877
Tokio Marine Asset Management
Japan
$286K +$40.7K +1,071 +17%
WSCM
878
Wellington Shields Capital Management
New York
$283K -$735K -19,343 -72%
SEIA
879
Signature Estate & Investment Advisors
California
$283K – – –
CFGS
880
Concourse Financial Group Securities
Alabama
$282K -$9.95K -261 -3%
SAA
881
Southeast Asset Advisors
Georgia
$282K -$2.86K -75 -1%
SP
882
Successful Portfolios
Florida
$282K +$1.91K +50 +0.7%
RPG
883
Resource Planning Group
Georgia
$278K – – –
FA
884
FCG Advisors
New Jersey
$277K -$8.51K -224 -3%
PH
885
Pinnacle Holdings
Oklahoma
$277K -$53.6K -1,409 -16%
VFP
886
Verus Financial Partners
Virginia
$274K -$21.5K -567 -7%
APG
887
Abacus Planning Group
South Carolina
$274K +$8.13K +214 +3%
CAM
888
Covenant Asset Management
New Jersey
$273K – – –
NJBEST
889
New Jersey Better Educational Savings Trust
New Jersey
$271K – – –
SFS
890
Sowell Financial Services
Arkansas
$270K -$685K -17,970 -72%
AFM
891
Andesa Financial Management
Pennsylvania
$269K +$14.5K +381 +6%
CAM
892
Cozad Asset Management
Illinois
$268K +$268K +7,040 New
BA
893
Ballew Advisors
Mississippi
$267K – – –
PBO
894
Peoples Bank (Ohio)
Ohio
$266K -$174K -4,590 -40%
ST
895
Smithfield Trust
Pennsylvania
$264K -$5.81K -153 -2%
FAIM
896
Financial Advocates Investment Management
Washington
$264K +$37.8K +994 +17%
HFBOT
897
Home Federal Bank of Tennessee
Tennessee
$261K – – –
AA
898
ALPS Advisors
Colorado
$261K +$261K +6,851 New
BCP
899
Berkeley Capital Partners
Georgia
$260K -$4.94K -130 -2%
ACM
900
AUA Capital Management
Pennsylvania
$260K +$80.9K +2,127 +45%
34 35
36
37 38