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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 %
EDRH
1026
Edmond de Rothschild Holding
Switzerland
$55K +$6.62K +215 +14%
MHR
1027
Matthew Hamilton Rosenberg
$55K +$55K +1,769 New
CYG
1028
Clean Yield Group
Vermont
$53K -$8.75K -285 -14%
HWM
1029
Holloway Wealth Management
Florida
$53K -$96K – –
CFD
1030
Creative Financial Designs
Indiana
$50K – – –
SQA
1031
Simon Quick Advisors
New Jersey
$48K -$6.21K -200 -11%
KIG
1032
Kessler Investment Group
Indiana
$48K -$339 -11 -0.7%
CFO
1033
CVA Family Office
Colorado
$46K +$46K +1,495 New
MIM
1034
Macroview Investment Management
Maryland
$45K +$1.92K +62 +4%
HR
1035
Howe & Rusling
New York
$44K -$1.41M -45,730 -97%
CWP
1036
CFM Wealth Partners
Texas
$43K -$10.4K -340 -19%
DI
1037
Disciplined Investments
Oklahoma
$43K – – –
CFG
1038
CKW Financial Group
Hawaii
$43K +$2.87K +100 +7%
KPCM
1039
Kings Point Capital Management
New York
$41K – – –
MWP
1040
Meridian Wealth Partners
Pennsylvania
$40K -$122 -4 -0.3%
WB
1041
Webster Bank
Connecticut
$40K +$40K +1,299 New
ClearBridge Investments
1042
ClearBridge Investments
New York
$39K -$88.3K -2,842 -69%
PG
1043
Proffitt & Goodson
Tennessee
$39K -$584 -19 -1%
HCM
1044
Highlander Capital Management
New Jersey
$39K – – –
VRM
1045
Vectors Research Management
New York
$39K – – –
SL
1046
Salomon & Ludwin
Virginia
$38K -$11.7K -375 -23%
SFPG
1047
Stonebridge Financial Planning Group
Florida
$38K +$4.87K +150 +15%
PCIA
1048
Prime Capital Investment Advisors
Kansas
$34K -$15.9K -511 -32%
AWM
1049
AllSquare Wealth Management
New York
$34K -$3.62K -117 -10%
LFG
1050
Larson Financial Group
Missouri
$34K -$518 -17 -2%
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