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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 %
AAP
1001
Arax Advisory Partners
Colorado
$131K – – –
LC
1002
Lindbrook Capital
California
$131K +$35.5K +935 +37%
WEC
1003
Winslow Evans & Crocker
Massachusetts
$128K -$4.87K -128 -4%
LWCFA
1004
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
SBL
1005
Sargent Bickham Lagudis
Colorado
$126K +$107K +2,824 +565%
EI
1006
Ellevest Inc
New York
$121K -$24.7K -652 -17%
CFD
1007
Creative Financial Designs
Indiana
$121K +$76 +2 +0.1%
GWMIA
1008
Global Wealth Management Investment Advisory
Florida
$118K +$82K +2,159 +228%
ZB
1009
Zions Bancorporation
Utah
$116K +$2.1K +55 +2%
CIR
1010
Clear Investment Research
Georgia
$114K – – –
HCA
1011
Horan Capital Advisors
Ohio
$105K +$105K +2,750 New
LWA
1012
Lenox Wealth Advisors
New York
$103K -$12.8K -335 -11%
AW
1013
Alpha Windward
Massachusetts
$101K -$264K -6,921 -72%
IMRF
1014
Illinois Municipal Retirement Fund
Illinois
$101K +$101K +2,644 New
EIP
1015
Ellis Investment Partners
Pennsylvania
$98K +$719 +19 +0.7%
GCM
1016
Gables Capital Management
Florida
$96K – – –
FRA
1017
Front Row Advisors
California
$92K +$12.5K +258 +16%
KPCM
1018
Kings Point Capital Management
New York
$92K +$56.9K +1,500 +162%
JWM
1019
Janiczek Wealth Management
Colorado
$92K +$88K +2,304 +2,174%
RWA
1020
Ropes Wealth Advisors
Massachusetts
$90K +$1.22K +32 +1%
VCM
1021
Versant Capital Management
Arizona
$90K +$9.1K +241 +11%
NEAM
1022
New England Asset Management
Connecticut
$89K – – –
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$89K +$5.5K +145 +7%
SBF
1024
Sara-Bay Financial
Florida
$88K +$88K +2,320 New
AF
1025
Arrow Financial
New York
$86K -$3.79K -100 -4%
39 40
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