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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 %
EWM
1101
Endurance Wealth Management
Rhode Island
$9K +$6.3K +210 +233%
DTIM
1102
Danda Trouve Investment Management
Kansas
$9K +$9K +300 New
PFO
1103
Pathstone Family Office
New Jersey
$9K +$9K +314 New
CIA
1104
Cascade Investment Advisors
Oregon
$8.54K – – –
ECM
1105
Estabrook Capital Management
New York
$8.48K – – –
GTAM
1106
Global Trust Asset Management
Florida
$8K -$8K -250 -50%
LWM
1107
Liberty Wealth Management
California
$7K -$4K -137 -36%
TF
1108
Tompkins Financial
New York
$7K -$1.2K -40 -15%
FCMT
1109
Founders Capital Management (Texas)
Texas
$7K – – –
LF
1110
Lee Financial
Texas
$7K – – –
APW
1111
Acima Private Wealth
Virginia
$7K – – –
WCG
1112
Weaver Consulting Group
California
$7K – – –
PFSC
1113
Peoples Financial Services Corp
Pennsylvania
$6K -$21.3K -705 -78%
CCM
1114
Covington Capital Management
California
$6K -$7.64K -247 -56%
BBA
1115
Braun-Bostich & Associates
Pennsylvania
$6K – – –
BFC
1116
Bedel Financial Consulting
Indiana
$6K +$717 +22 +14%
KFI
1117
Key Financial Inc
Pennsylvania
$6K +$6K +187 New
TC
1118
Truvestments Capital
Florida
$6K +$6K +201 New
LSA
1119
Lion Street Advisors
Texas
$5K +$5K +174 New
AA
1120
Advisory Alpha
Michigan
$4.36K +$480 +14 +12%
PCA
1121
Providence Capital Advisors
North Carolina
$4K -$4.72K -157 -54%
EWA
1122
Evolution Wealth Advisors
Florida
$4K -$1.46K -53 -27%
BWP
1123
Baldwin Wealth Partners
Massachusetts
$4K -$31 -1 -0.8%
BC
1124
Barnett & Company
Tennessee
$3K -$80.3K -2,675 -96%
LS
1125
Leelyn Smith
Illinois
$3K -$54.2K -1,807 -95%
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45
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