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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
$1.79B
2
Bank of America
Bank of America
North Carolina
$1.73B
3
PP
Prudential plc
United Kingdom
$83.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$583M
5
Franklin Resources
Franklin Resources
California
$437M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.87B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$740M
3
Principal Financial Group
Principal Financial Group
Iowa
$69.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.09B
5
LSV Asset Management
LSV Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
1076
Sun Life Financial
Ontario, Canada
$30K -$491 -13 -2%
HR
1077
Howe & Rusling
New York
$28K -$9.83K -258 -26%
RE
1078
RBC Europe
United Kingdom
$24.6K – – –
FA
1079
Fortis Advisors
Pennsylvania
$24K -$112K -2,992 -82%
CCM
1080
Chiron Capital Management
Florida
$24K +$24K +620 New
CBT
1081
Central Bank & Trust
Kentucky
$23K -$11.5K -300 -33%
CCA
1082
Column Capital Advisors
Indiana
$23K – – –
Millennium Management
1083
Millennium Management
New York
$22.1K -$3.87K -101,797 -15%
SL
1084
Savior LLC
Massachusetts
$22K – – –
EWM
1085
Edge Wealth Management
New York
$21K – – –
FP
1086
Financial Perspectives
Minnesota
$19.2K – – –
FDCDDQ
1087
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.1K +$989 +26 +5%
WB
1088
Webster Bank
Connecticut
$19K -$30.5K -800 -62%
RCG
1089
Ruggie Capital Group
Florida
$19K +$19K +500 New
ME
1090
McIlrath & Eck
Washington
$18K – – –
FMP
1091
Financial Management Professionals
Texas
$18K – – –
AA
1092
Ancora Advisors
Ohio
$18K +$4.09K +107 +29%
RFA
1093
Reilly Financial Advisors
California
$17K -$3.21K -82 -16%
PWMG
1094
Prestige Wealth Management Group
New Jersey
$14K -$6.98K -179 -33%
JWA
1095
JFS Wealth Advisors
Pennsylvania
$14K – – –
NC
1096
NewSquare Capital
Pennsylvania
$14K – – –
TFO
1097
Tarbox Family Office
California
$14K – – –
MHR
1098
Matthew Hamilton Rosenberg
$13K -$52.8K -1,421 -80%
LAS
1099
Lloyd Advisory Services
Georgia
$13K +$8.55K +227 +192%
FCH
1100
Freestone Capital Holdings
Washington
$12.4K +$12.4K +326 New
42 43
44
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