TFC icon

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 %
GC
1051
Grace Capital
Massachusetts
$53K +$53K +1,399 New
BWM
1052
BerganKDV Wealth Management
Minnesota
$52K -$13.4K -348 -20%
PWM
1053
Provident Wealth Management
Tennessee
$51K +$51K +1,347 New
HCM
1054
Highlander Capital Management
New Jersey
$49K – – –
APC
1055
Aspire Private Capital
North Carolina
$48K +$48K +1,258 New
VRM
1056
Vectors Research Management
New York
$47K -$991 -26 -2%
LFG
1057
Larson Financial Group
Missouri
$47K -$38 -1 -0.1%
TPWA
1058
TRUE Private Wealth Advisors
Oregon
$45K – – –
FFC
1059
First Financial Corp
Indiana
$42K – – –
FMTCOCP
1060
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38K – – –
CAL
1061
Capital Analysts LLC
Pennsylvania
$37K – – –
TWA
1062
TCI Wealth Advisors
Arizona
$35K -$1.05K -28 -3%
FPFS
1063
First Personal Financial Services
North Carolina
$35K – – –
HF
1064
Halpern Financial
Virginia
$34.8K – – –
OSNBOA
1065
Old Second National Bank of Aurora
Illinois
$34K -$79.8K -2,112 -70%
SFPG
1066
Stonebridge Financial Planning Group
Florida
$34K -$8.91K -212 -21%
BAM
1067
Barrett Asset Management
New York
$34K – – –
MWP
1068
Meridian Wealth Partners
Pennsylvania
$33K -$16.2K -419 -33%
GAM
1069
Gemmer Asset Management
California
$33K – – –
TC
1070
Trust Company
Kansas
$33K +$33K +856 New
SQA
1071
Simon Quick Advisors
New Jersey
$32K -$5.43K -141 -15%
EW
1072
Evoke Wealth
California
$32K -$1.7K -45 -5%
SIS
1073
Sound Income Strategies
Florida
$31K – – –
PMFA
1074
Plante Moran Financial Advisors
Michigan
$31K +$306 +8 +1%
PB
1075
Pinnacle Bancorp
Nebraska
$31K +$4.76K +125 +18%
41 42
43
44 45