TFC icon

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 %
PCG
976
Private Capital Group
Connecticut
$199K -$2.82K -74 -1%
SWA
977
Sutton Wealth Advisors
Florida
$191K +$1.26K +33 +0.7%
PFWA
978
Paces Ferry Wealth Advisors
Georgia
$189K +$189K +4,974 New
FHA
979
Flagship Harbor Advisors
Massachusetts
$184K +$30.3K +797 +20%
MF
980
Manchester Financial
California
$181K -$6.41K -168 -3%
AA
981
AlphaMark Advisors
Kentucky
$179K – – –
TFA
982
Toth Financial Advisory
Virginia
$177K -$13.2K -348 -7%
PL
983
Perpetual Ltd
Australia
$172K – – –
KCM
984
Kathmere Capital Management
Pennsylvania
$169K +$169K +4,452 New
EDRH
985
Edmond de Rothschild Holding
Switzerland
$164K -$40.9K -1,074 -20%
OC
986
Oakworth Capital
Alabama
$163K -$3.39K -89 -2%
CG
987
Cutler Group
California
$158K -$182K -4,785 -53%
GI
988
Gradient Investments
Minnesota
$157K +$8.74K +229 +6%
MCA
989
Mercer Capital Advisers
New Jersey
$156K – – –
AF
990
Advisornet Financial
Minnesota
$154K +$7.63K +200 +5%
HIIFS
991
Harel Insurance Investments & Financial Services
Israel
$153K +$153K +4,013 New
GWS
992
Glassman Wealth Services
Virginia
$151K -$20.9K -549 -12%
SG Americas Securities
993
SG Americas Securities
New York
$150K -$993K -26,091 -87%
DOA
994
D'Orazio & Associates
Virginia
$149K – – –
CHA
995
Carmichael Hill & Associates
Maryland
$149K – – –
S
996
Seeyond
France
$142K +$2.81K +74 +2%
T
997
TOBAM
France
$141K +$141K +3,714 New
BG
998
Bollard Group
Massachusetts
$140K – – –
PG
999
Proffitt & Goodson
Tennessee
$135K +$82.4K +2,165 +157%
MRCM
1000
M&R Capital Management
New Jersey
$132K -$4.89K -129 -4%
38 39
40
41 42