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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 %
TAM
901
Trust Asset Management
Texas
$260K +$260K +6,829 New
HSA
902
HBK Sorce Advisory
Pennsylvania
$258K -$30.7K -808 -11%
MFP
903
Meridian Financial Partners
Virginia
$255K -$10.7K -250 -4%
NP
904
NorthRock Partners
Minnesota
$255K +$255K +6,712 New
SFG
905
SevenBridge Financial Group
Pennsylvania
$253K -$49.3K -1,298 -16%
LRPA
906
L. Roy Papp & Associates
Arizona
$251K – – –
GIA
907
Guyasuta Investment Advisors
Pennsylvania
$251K – – –
QCG
908
Quadrant Capital Group
Ohio
$250K -$41.8K -1,099 -14%
FLI
909
Family Legacy Inc
South Carolina
$250K – – –
WPC
910
White Pine Capital
Minnesota
$249K – – –
FMWA
911
Forvis Mazars Wealth Advisors
Missouri
$248K +$15.8K +417 +7%
TAM
912
Townsend Asset Management
North Carolina
$247K -$4.86K -128 -2%
FMLI
913
Fukoku Mutual Life Insurance
Japan
$247K – – –
MBT
914
Montecito Bank & Trust
California
$247K +$247K +6,480 New
SWMG
915
Strategic Wealth Management Group
Maryland
$246K +$8.8K +231 +4%
VVP
916
Venture Visionary Partners
Ohio
$244K -$59.7K -1,569 -20%
VIA
917
Vident Investment Advisory
Georgia
$244K +$244K +6,414 New
AWM
918
Avior Wealth Management
Nebraska
$243K -$40.9K -1,080 -14%
OFG
919
Oxford Financial Group
Indiana
$241K +$241K +6,341 New
RTC
920
Riverview Trust Company
Washington
$239K – – –
RIL
921
Rothschild Investment LLC
Illinois
$239K +$239K +6,273 New
EH
922
Employers Holdings
Nevada
$238K – – –
PFBT
923
Parkside Financial Bank & Trust
Missouri
$235K -$67.1K -1,763 -22%
CF
924
Centaurus Financial
California
$234K +$45.2K +1,185 +24%
DWM
925
Doyle Wealth Management
Florida
$233K -$26.2K -689 -10%
35 36
37
38 39