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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 %
LAS
1126
Lloyd Advisory Services
Georgia
$3K – – –
SMG
1127
Spectrum Management Group
Indiana
$3K – – –
FMP
1128
Financial Management Professionals
Texas
$3K – – –
MWM
1129
MBE Wealth Management
Wisconsin
$3K +$3K +102 New
HWM
1130
HighMark Wealth Management
Minnesota
$3K +$3K +114 New
TI
1131
tru Independence
Oregon
$2.63K -$2.45K -79,431 -48%
SFG
1132
Sowa Financial Group
Rhode Island
$2K – – –
MFT
1133
Moisand Fitzgerald Tamayo
Florida
$2K – – –
WAMC
1134
Western Asset Management Company
California
$2K +$2K +54 New
RAM
1135
Riggs Asset Management
Pennsylvania
$1K -$6.56K -400 -87%
LWA
1136
Lowe Wealth Advisors
Maryland
$1K -$3.33K -100 -77%
CG
1137
Cutler Group
California
$1K -$1.62K -76 -62%
APWM
1138
Atlas Private Wealth Management
New York
$1K +$33 +1 +3%
ETC
1139
Exchange Traded Concepts
Oklahoma
$1K +$656 +21 +191%
OAM
1140
Optimal Asset Management
California
$728 +$441 +14,314 +154%
CCT
1141
Capital City Trust
Florida
$508 -$270 -8,765 -35%
MLL
1142
Moody Lynn & Lieberson
Massachusetts
$308 -$4 -146 -1%
WA
1143
WBH Advisory
Maryland
$250 -$10 -310 -4%
WIM
1144
Westside Investment Management
California
$32 +$32 +1,070 New
CSIA
1145
Charles Schwab Investment Advisory
California
– -$456M -8,099,779 Closed
H
1146
Hexavest
Quebec, Canada
– -$47.7M -846,697 Closed
Two Sigma Investments
1147
Two Sigma Investments
New York
– -$47.4M -840,898 Closed
TAM
1148
Todd Asset Management
Kentucky
– -$30M -533,146 Closed
MSE
1149
MUFG Securities EMEA
United Kingdom
– -$26.7M -473,723 Closed
AAM
1150
Advisors Asset Management
Colorado
– -$26.1M -462,697 Closed
44 45
46
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