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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 %
TPWA
976
TRUE Private Wealth Advisors
Oregon
$139K -$125K -4,075 -47%
WB
977
West Bancorporation
Iowa
$138K -$46.2K -1,501 -25%
BCP
978
Blue Chip Partners
Michigan
$137K -$120K -3,882 -47%
OC
979
Oakworth Capital
Alabama
$134K +$134K +4,360 New
IRAG
980
Investment Research & Advisory Group
Georgia
$129K – – –
EI
981
Ellevest Inc
New York
$128K -$1.57K -51 -1%
MCA
982
Mercer Capital Advisers
New Jersey
$126K – – –
KTC
983
Kistler-Tiffany Companies
Pennsylvania
$122K – – –
CHA
984
Carmichael Hill & Associates
Maryland
$121K – – –
DOA
985
D'Orazio & Associates
Virginia
$120K – – –
VCP
986
Verus Capital Partners
Arizona
$120K +$2.95K +96 +3%
FHA
987
Flagship Harbor Advisors
Massachusetts
$118K -$26.8K -871 -19%
BCA
988
Berman Capital Advisors
Georgia
$116K +$29.6K +970 +34%
SWM
989
Selective Wealth Management
Virginia
$114K +$16K +520 +16%
LC
990
Lindbrook Capital
California
$113K -$20.5K -663 -15%
CLOS
991
Compagnie Lombard Odier SCmA
Switzerland
$105K – – –
LWCFA
992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$102K -$46.1K -1,500 -31%
KPW
993
Kore Private Wealth
New York
$102K +$23.3K +758 +30%
EWM
994
EPG Wealth Management
Georgia
$99K +$28.3K +911 +40%
CIR
995
Clear Investment Research
Georgia
$93K – – –
MCM
996
MV Capital Management
Maryland
$91K +$91K +2,952 New
WFMPM
997
Woodley Farra Manion Portfolio Management
Indiana
$88K -$1.75M -56,959 -95%
WAM
998
Wolverine Asset Management
Illinois
$87K +$87K +2,851 New
LWA
999
Lenox Wealth Advisors
New York
$86K -$828 -27 -1%
GCM
1000
Gables Capital Management
Florida
$86K – – –
38 39
40
41 42