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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 %
APG
901
Abacus Planning Group
South Carolina
$243K -$68.1K -2,211 -22%
MMPW
902
Mitchell McLeod Pugh & Williams
Alabama
$243K +$31.8K +1,033 +15%
LIM
903
Loudon Investment Management
New Hampshire
$242K -$65.5K -2,125 -21%
VFP
904
Verus Financial Partners
Virginia
$240K -$19.3K -626 -7%
UBG
905
United Bank (Georgia)
Georgia
$240K – – –
OIA
906
OneDigital Investment Advisors
Kansas
$236K -$4.44K -144 -2%
SFM
907
Systematic Financial Management
New Jersey
$236K – – –
CWM
908
Cahaba Wealth Management
Georgia
$236K +$400 +13 +0.2%
P
909
&Partners
Tennessee
$236K +$24.2K +786 +11%
FSA
910
Fort Sheridan Advisors
Illinois
$234K +$30.8K +1,000 +15%
DWM
911
Doyle Wealth Management
Florida
$234K +$114K +3,700 +95%
LOPW
912
Live Oak Private Wealth
North Carolina
$233K +$63.5K +2,063 +37%
CT
913
Cambridge Trust
Massachusetts
$232K -$95K -3,082 -29%
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$230K +$1.14K +37 +0.5%
AWM
915
Aevitas Wealth Management
Massachusetts
$229K -$16.2K -525 -7%
SEIA
916
Signature Estate & Investment Advisors
California
$229K – – –
FA
917
FCG Advisors
New Jersey
$228K -$22.7K -738 -9%
AW
918
ACG Wealth
Georgia
$228K +$8.97K +291 +4%
RFM
919
Royal Fund Management
Florida
$227K -$2.65M -86,025 -92%
SP
920
Successful Portfolios
Florida
$227K – – –
RPG
921
Resource Planning Group
Georgia
$225K -$6.17K -200 -3%
CAM
922
Covenant Asset Management
New Jersey
$222K -$16.2K -524 -7%
NJBEST
923
New Jersey Better Educational Savings Trust
New Jersey
$220K – – –
FMT
924
First Mercantile Trust
Tennessee
$220K +$74.1K +2,400 +51%
CANY
925
Caxton Associates (New York)
New York
$219K +$219K +7,095 New
35 36
37
38 39