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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 %
BCA
1201
Bay Colony Advisors
Massachusetts
– -$341K -9,079 Closed
AGM
1202
Alpine Global Management
New York
– -$320K -8,526 Closed
RWP
1203
RWA Wealth Partners
Massachusetts
– -$285K -7,602 Closed
Kayne Anderson Rudnick Investment Management
1204
Kayne Anderson Rudnick Investment Management
California
– -$284K -7,555 Closed
NPPM
1205
North Point Portfolio Managers
Ohio
– -$283K -7,541 Closed
Fisher Asset Management
1206
Fisher Asset Management
Washington
– -$258K -6,877 Closed
CT
1207
Cambridge Trust
Massachusetts
– -$238K -6,421 Closed
NL
1208
NWAM LLC
Washington
– -$236K -6,284 Closed
GCP
1209
GSA Capital Partners
United Kingdom
– -$229K -6,102 Closed
BFO
1210
Biltmore Family Office
North Carolina
– -$226K -6,030 Closed
Members Trust
1211
Members Trust
Florida
– -$214K -5,702 Closed
ODCM
1212
Old Dominion Capital Management
Virginia
– -$210K -5,587 Closed
SWA
1213
Stratos Wealth Advisors
Ohio
– -$208K -5,542 Closed
KCM
1214
Kendall Capital Management
Maryland
– -$206K -5,478 Closed
MW
1215
Marcum Wealth
Ohio
– -$200K -5,329 Closed
PIMG
1216
Patriot Investment Management Group
Tennessee
– -$185K -4,940 Closed
TFA
1217
Transamerica Financial Advisors
Florida
– -$184K -4,900 Closed
NICM
1218
Neo Ivy Capital Management
New York
– -$125K -3,330 Closed
CFG
1219
Citizens Financial Group
Rhode Island
– -$116K -3,110 Closed
WFMPM
1220
Woodley Farra Manion Portfolio Management
Indiana
– -$102K -2,728 Closed
KPW
1221
Kore Private Wealth
New York
– -$98K -2,633 Closed
PA
1222
Procyon Advisors
Connecticut
– -$81K -2,160 Closed
FC
1223
FORA Capital
Florida
– -$61K -1,613 Closed
NIT
1224
NumerixS Investment Technologies
British Columbia, Canada
– -$55K -1,476 Closed
DI
1225
Disciplined Investments
Oklahoma
– -$53K -1,400 Closed
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