Truist Financial
1,151 hedge funds and large institutions have $30.4B invested in Truist Financial in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 377 increasing their positions, 569 reducing their positions, and 276 closing their positions.
199% more call options, than puts
Call options by funds: $134M | Put options by funds: $45M
6.76% less ownership
Funds ownership: 80.02% → 73.26% (-6.8%)
15% less funds holding
Funds holding: 1,350 → 1,151 (-199)
34% less repeat investments, than reductions
Existing positions increased: 377 | Existing positions reduced: 569
44% less capital invested
Capital invested by funds: $54.5B → $30.4B (-$24.1B)
64% less funds holding in top 10
Funds holding in top 10: 39 → 14 (-25)
68% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 276
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.64B |
| 2 |
Charles Schwab
San Francisco,
California
|
+$414M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$236M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$228M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$476M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$456M |
| 3 |
Goldman Sachs
New York
|
-$250M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$244M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$155M |
TFC Hedge Fund Activity: Q1 2020 in Review
1,151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2020, worth a combined $30.4B — down 44% from $54.5B a quarter earlier.
Sellers outnumbered buyers: 276 funds closed out of TFC and 89 opened new positions — a net loss of 187 holders — while 569 trimmed existing stakes and 377 added.
The largest buyer was Capital International Investors, adding an estimated $1.64B. The largest seller was Bank of America, cutting an estimated $476M.
- 1,151 institutional investors held Truist Financial (TFC) as of Q1 2020, down from 1,350 in Q4 2019.
- Funds reported $30.4B of Truist Financial stock for Q1 2020, down 44% quarter-over-quarter.
- 89 funds opened new Truist Financial positions in Q1 2020 and 276 closed out, a net change of -187 holders.
- The largest Truist Financial buyer in Q1 2020 was Capital International Investors, an estimated $1.64B added.
- The largest Truist Financial seller in Q1 2020 was Bank of America, an estimated $476M sold.
Based on aggregated 13F filings for Q1 2020.