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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 %
SFA
951
Stewardship Financial Advisors
Georgia
$216K – – –
CWG
952
Cornerstone Wealth Group
North Carolina
$215K -$22.8K -600 -10%
WCA
953
Windsor Creek Advisors
Vermont
$215K +$215K +5,638 New
DWT
954
Dorsey & Whitney Trust
South Dakota
$214K -$32.1K -844 -13%
CCA
955
Cobblestone Capital Advisors
New York
$213K -$44.6K -1,175 -17%
MAG
956
Mayfair Advisory Group
Alabama
$213K – – –
PWM
957
PBMares Wealth Management
Virginia
$213K +$213K +5,591 New
HFM
958
Hartford Financial Management
Connecticut
$211K – – –
HCM
959
Hollencrest Capital Management
California
$210K +$210K +5,531 New
OIA
960
OneDigital Investment Advisors
Kansas
$208K -$37.2K -980 -15%
BWA
961
Burt Wealth Advisors
Maryland
$208K -$950 -25 -0.5%
HFRG
962
Houlihan Financial Resource Group
Virginia
$207K +$207K +4,250 New
PWLP
963
Prio Wealth Limited Partnership
Massachusetts
$207K +$207K +5,438 New
BP
964
BBR Partners
New York
$206K +$206K +5,422 New
CLOS
965
Compagnie Lombard Odier SCmA
Switzerland
$204K +$76.1K +2,000 +60%
LOAMS
966
Lombard Odier Asset Management (Switzerland)
Switzerland
$204K +$204K +5,358 New
CSS
967
Cubist Systematic Strategies
Connecticut
$203K -$991K -26,023 -83%
TAM
968
Tocqueville Asset Management
New York
$203K -$5.26K -138 -3%
TIA
969
Tiemann Investment Advisors
California
$202K – – –
P
970
&Partners
Tennessee
$202K +$202K +5,306 New
LI
971
Lafayette Investments
Maryland
$202K +$202K +5,306 New
CSWG
972
Cardinal Strategic Wealth Guidance
Kentucky
$201K +$201K +5,291 New
GEA
973
Glen Eagle Advisors
New Jersey
$200K +$3.12K +82 +2%
FCFS
974
First Command Financial Services
Texas
$199K -$33.2K -875 -14%
FCB
975
First Command Bank
Texas
$199K -$33.2K -875 -14%
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