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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 %
WTC
926
WhitTier Trust Company
Nevada
$216K +$99.5K +3,234 +85%
RWP
927
RWA Wealth Partners
Massachusetts
$214K -$2.72M -87,998 -93%
CFG
928
Citizens Financial Group
Rhode Island
$214K -$95.8K -3,107 -31%
CG
929
Cynosure Group
Utah
$214K -$37.8K -1,223 -15%
HI
930
Horizon Investments
North Carolina
$213K -$331K -10,891 -61%
CT
931
Columbia Trust
Oregon
$212K -$304K -9,891 -59%
BOH
932
Bank of Hawaii
Hawaii
$211K -$83K -2,692 -28%
AWE
933
Avidian Wealth Enterprises
Texas
$210K -$4.74K -154 -2%
BCM
934
Brookstone Capital Management
Illinois
$210K +$16.1K +522 +8%
FLI
935
Family Legacy Inc
South Carolina
$206K -$15.5K -500 -7%
CIC
936
Cornercap Investment Counsel
Georgia
$206K – – –
ACM
937
AUA Capital Management
Pennsylvania
$206K – – –
Koshinski Asset Management
938
Koshinski Asset Management
Illinois
$206K +$27K +875 +15%
TAM
939
Townsend Asset Management
North Carolina
$205K +$463 +15 +0.2%
TCA
940
Transcend Capital Advisors
New Jersey
$203K -$9.18K -290 -4%
GIA
941
Guyasuta Investment Advisors
Pennsylvania
$203K +$6.16K +200 +3%
QC
942
Quadrature Capital
United Kingdom
$203K +$203K +6,600 New
WPC
943
White Pine Capital
Minnesota
$202K – – –
FMLI
944
Fukoku Mutual Life Insurance
Japan
$200K – – –
FMWA
945
Forvis Mazars Wealth Advisors
Missouri
$200K +$54.8K +1,778 +38%
MA
946
MUFG Americas
New York
$198K -$78.3K -2,535 -28%
BWA
947
Burt Wealth Advisors
Maryland
$196K – – –
RTC
948
Riverview Trust Company
Washington
$194K -$2.5K -81 -1%
HFM
949
Hartford Financial Management
Connecticut
$193K – – –
ADL
950
Asset Dedication LLC
California
$192K +$184K +6,006 +2,402%
36 37
38
39 40