TFC icon

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 %
FFC
1051
First Financial Corp
Indiana
$34K – – –
CCM
1052
Cox Capital Management
Massachusetts
$34K +$34K +608 New
CAL
1053
Capital Analysts LLC
Pennsylvania
$32K -$887K -28,764 -97%
FMTCOCP
1054
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K – – –
DWM
1055
Darwin Wealth Management
Florida
$31K +$31K +1,033 New
OSAM
1056
O'Shaughnessy Asset Management
Connecticut
$30K -$50.1K -1,605 -63%
DWA
1057
Dougherty Wealth Advisers
Minnesota
$30K – – –
HIA
1058
Harbor Investment Advisory
Maryland
$29K -$5.31K -175 -15%
TWA
1059
TCI Wealth Advisors
Arizona
$29K -$2.65K -86 -8%
FNBOSM
1060
First National Bank of South Miami
Florida
$29K +$29K +938 New
FPFS
1061
First Personal Financial Services
North Carolina
$28K -$127K -4,138 -82%
TFO
1062
Tarbox Family Office
California
$28K -$16.8K -549 -38%
GWMIA
1063
Global Wealth Management Investment Advisory
Florida
$28K -$4.55K -150 -14%
BAM
1064
Barrett Asset Management
New York
$28K – – –
SLF
1065
Sun Life Financial
Ontario, Canada
$25K +$31 +1 +0.1%
HF
1066
Halpern Financial
Virginia
$22.9K – – –
FANJ
1067
Financial Architects (New Jersey)
New Jersey
$22K -$14.8K -475 -40%
OFG
1068
OmniStar Financial Group
North Carolina
$21K +$21K +680 New
PB
1069
Pinnacle Bancorp
Nebraska
$21K +$21K +690 New
PMFA
1070
Plante Moran Financial Advisors
Michigan
$20K -$17.8K -571 -47%
GAM
1071
Gemmer Asset Management
California
$20K -$4.29K -141 -18%
RE
1072
RBC Europe
United Kingdom
$20K -$20.5K -666 -51%
FA
1073
Financial Advantage
Maryland
$19K – – –
CCA
1074
Column Capital Advisors
Indiana
$19K – – –
ME
1075
McIlrath & Eck
Washington
$19K +$31 +1 +0.2%
41 42
43
44 45