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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 %
AMC
1201
Asset Management Corp
Illinois
– -$812K -14,417 Closed
GTCM
1202
Gyon Technologies Capital Management
New Jersey
– -$777K -13,791 Closed
AA
1203
ALPS Advisors
Colorado
– -$748K -13,283 Closed
SHGA
1204
Sand Hill Global Advisors
California
– -$733K -13,007 Closed
EGM
1205
Engineers Gate Manager
New York
– -$702K -12,470 Closed
MIAN
1206
Mariner Independent Advisor Network
Kansas
– -$698K -12,385 Closed
SWM
1207
SVA Wealth Management
Wisconsin
– -$670K -11,894 Closed
HAIM
1208
Hunter Associates Investment Management
Pennsylvania
– -$669K -11,875 Closed
MCM
1209
Maple Capital Management
Vermont
– -$647K -11,483 Closed
ATPW
1210
Ashton Thomas Private Wealth
Arizona
– -$604K -10,723 Closed
ISWM
1211
Independent Solutions Wealth Management
New York
– -$587K -10,421 Closed
GT
1212
Greenleaf Trust
Michigan
– -$585K -10,387 Closed
SXL
1213
Summit X LLC
Missouri
– -$578K -10,308 Closed
MFG
1214
Magnus Financial Group
New York
– -$572K -10,161 Closed
1WA
1215
180 Wealth Advisors
Washington
– -$560K -10,155 Closed
RHBC
1216
R.H. Bluestein & Co
Michigan
– -$565K -10,035 Closed
JT
1217
Jump Trading
Illinois
– -$545K -9,684 Closed
SWM
1218
Segment Wealth Management
Texas
– -$523K -9,296 Closed
LHC
1219
Little House Capital
Massachusetts
– -$513K -9,119 Closed
CAMG
1220
CWA Asset Management Group
Florida
– -$512K -9,096 Closed
BCM
1221
Brasada Capital Management
Texas
– -$507K -9,000 Closed
MYIA
1222
Mount Yale Investment Advisors
Colorado
– -$441K -8,548 Closed
MA
1223
Minerva Advisors
Pennsylvania
– -$478K -8,488 Closed
PAM
1224
Premier Asset Management
Illinois
– -$466K -8,269 Closed
BOPW
1225
Brandywine Oak Private Wealth
Pennsylvania
– -$465K -8,266 Closed
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