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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 %
AssetMark Inc
926
AssetMark Inc
California
$233K +$30.3K +797 +15%
MSA
927
Marino Stram & Associates
Massachusetts
$233K +$233K +6,127 New
Two Sigma Advisers
928
Two Sigma Advisers
New York
$231K +$231K +6,060 New
FLPIM
929
F.L. Putnam Investment Management
Massachusetts
$230K -$111K -2,922 -33%
W
930
WealthStone
Ohio
$229K -$264K -6,943 -54%
CCM
931
Coldstream Capital Management
Washington
$228K +$228K +5,993 New
HFS
932
Horizon Financial Services
North Carolina
$228K +$228K +6,002 New
ST
933
Sabal Trust
Florida
$227K -$188K -4,913 -45%
1SB
934
1ST Source Bank
Indiana
$227K -$78.1K -2,054 -26%
CM
935
Caption Management
Oklahoma
$227K +$227K +6,000 New
FBB
936
Fulton Breakefield Broenniman
Maryland
$226K -$35.3K -930 -14%
HWA
937
HHM Wealth Advisors
Tennessee
$226K – – –
PCMK
938
Paragon Capital Management (Kansas)
Kansas
$225K +$799 +21 +0.4%
BPA
939
Beacon Pointe Advisors
California
$225K +$13.3K +351 +6%
1WA
940
180 Wealth Advisors
Washington
$223K -$26.3K -626 -11%
AIP
941
Almanack Investment Partners
Pennsylvania
$223K +$223K +4,538 New
AFA
942
Arlington Financial Advisors
California
$222K +$16.9K +444 +8%
MHC
943
Meyer Handelman Company
New York
$221K -$126K -3,300 -36%
FI
944
FormulaFolio Investments
Michigan
$221K +$221K +5,814 New
TW
945
TrinityPoint Wealth
Connecticut
$220K +$220K +5,779 New
FPS
946
Fieldpoint Private Securities
Connecticut
$220K +$220K +5,782 New
SA
947
Stewardship Advisors
Pennsylvania
$219K -$33.6K -800 -13%
MFW
948
Meristem Family Wealth
Minnesota
$218K +$218K +7,053 New
CIBC World Market
949
CIBC World Market
Ontario, Canada
$217K -$1.05M -27,553 -83%
HAG
950
HighPoint Advisor Group
Illinois
$217K +$217K +4,823 New
36 37
38
39 40