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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 %
MMG
1001
Monetary Management Group
Missouri
$84K -$159K -5,180 -65%
EW
1002
Evoke Wealth
California
$83.9K -$124K -4,009 -60%
AF
1003
Arrow Financial
New York
$82K -$23.1K -750 -22%
ZB
1004
Zions Bancorporation
Utah
$82K -$11K -356 -12%
FPB
1005
First PREMIER Bank
South Dakota
$78K – – –
GI
1006
Gradient Investments
Minnesota
$77K -$26K -849 -25%
PP
1007
Peconic Partners
New York
$77K – – –
CS
1008
Capital Square
Tennessee
$77K +$77K +2,508 New
WEC
1009
Winslow Evans & Crocker
Massachusetts
$74K +$14.9K +480 +25%
PFGIA
1010
Patriot Financial Group Insurance Agency
Massachusetts
$74K +$36.1K +1,167 +95%
EIP
1011
Ellis Investment Partners
Pennsylvania
$72K -$2.85K -101 -4%
NEAM
1012
New England Asset Management
Connecticut
$72K – – –
AIC
1013
Ameritas Investment Company
Nebraska
$69K -$1.7K -55 -2%
Parallax Volatility Advisers
1014
Parallax Volatility Advisers
California
$67K -$631K -20,348 -90%
BWM
1015
BerganKDV Wealth Management
Minnesota
$66K – – –
PA
1016
Procyon Advisors
Connecticut
$64K +$8.15K +265 +15%
HI
1017
Hudock Inc
Pennsylvania
$64K +$49.8K +1,630 +350%
VCM
1018
Versant Capital Management
Arizona
$63K -$3.25K -106 -5%
SCM
1019
Silvant Capital Management
Georgia
$63K – – –
FRA
1020
Front Row Advisors
California
$61K +$2.78K +75 +5%
AF
1021
Allworth Financial
California
$61K +$3.46K +113 +6%
IAS
1022
IMA Advisory Services
Colorado
$60K – – –
AWA
1023
Arkadios Wealth Advisors
Georgia
$58.5K +$10.7K +347 +22%
NFG
1024
Next Financial Group
Texas
$57K +$4.58K +148 +9%
WQ
1025
Wealth Quarterback
New Jersey
$55.8K -$6.69K -217 -11%
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