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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 %
Man Group
1151
Man Group
United Kingdom
– -$22.9M -407,200 Closed
CRCP
1152
Copper Rock Capital Partners
Massachusetts
– -$19.9M -352,671 Closed
CAC
1153
Cowen and Company
New York
– -$18M -320,000 Closed
FGP
1154
Foyston, Gordon, & Payne
Ontario, Canada
– -$13.4M -237,689 Closed
PMAM
1155
Picton Mahoney Asset Management
Ontario, Canada
– -$12.8M -227,300 Closed
CISOA
1156
Capital Investment Services of America
Wisconsin
– -$12.2M -216,175 Closed
RCYC
1157
Richard C. Young & Co
Rhode Island
– -$12.2M -215,787 Closed
AHB
1158
Abner Herrman & Brock
New Jersey
– -$11.5M -205,004 Closed
KCP
1159
KDI Capital Partners
North Carolina
– -$11.3M -201,043 Closed
BII
1160
Bainco International Investors
Massachusetts
– -$9.43M -167,466 Closed
BA
1161
Bridgewater Associates
Connecticut
– -$8.91M -158,273 Closed
MC
1162
Martin Currie
United Kingdom
– -$8.78M -154,844 Closed
Pacer Advisors
1163
Pacer Advisors
Pennsylvania
– -$8.6M -152,645 Closed
SFM
1164
Soros Fund Management
New York
– -$7.03M -124,855 Closed
DA
1165
Duality Advisers
Florida
– -$6.67M -118,434 Closed
Assenagon Asset Management
1166
Assenagon Asset Management
Luxembourg
– -$5.33M -94,704 Closed
MCG
1167
McCollum Christoferson Group
New York
– -$5.03M -89,281 Closed
UF
1168
Univest Financial
Pennsylvania
– -$4.05M -86,225 Closed
SIM
1169
Sentry Investment Management
Wisconsin
– -$4.45M -79,044 Closed
HWM
1170
Hohimer Wealth Management
Washington
– -$3.83M -68,060 Closed
OCM
1171
Olstein Capital Management
New York
– -$3.55M -63,000 Closed
NAM
1172
Nexpoint Asset Management
Texas
– -$3.41M -60,500 Closed
BCM
1173
Bluefin Capital Management
New York
– -$2.91M -51,616 Closed
PPW
1174
Parcion Private Wealth
Washington
– -$2.68M -47,640 Closed
SCA
1175
Strategic Capital Advisers
Colorado
– -$2.6M -46,167 Closed
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