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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 %
MFG
1226
Merit Financial Group
Georgia
– -$450K -7,993 Closed
BCP
1227
Berkeley Capital Partners
Georgia
– -$446K -7,920 Closed
Fisher Asset Management
1228
Fisher Asset Management
Washington
– -$438K -7,778 Closed
CWG
1229
Cornerstone Wealth Group
North Carolina
– -$431K -7,659 Closed
TFS
1230
Thoroughbred Financial Services
Tennessee
– -$418K -7,420 Closed
SAA
1231
Southeast Asset Advisors
Georgia
– -$417K -7,407 Closed
VWM
1232
Vigilare Wealth Management
Arizona
– -$387K -7,366 Closed
BA
1233
Ballew Advisors
Mississippi
– -$413K -7,346 Closed
CCIA
1234
Campbell & Co Investment Adviser
Maryland
– -$407K -7,231 Closed
XM
1235
XTX Markets
New York
– -$406K -7,201 Closed
PIA
1236
Pinion Investment Advisors
Kansas
– -$399K -7,079 Closed
SWIG
1237
Strategic Wealth Investment Group
Kentucky
– -$393K -6,972 Closed
CCA
1238
Cobblestone Capital Advisors
New York
– -$392K -6,952 Closed
FIM
1239
Frontier Investment Management
Texas
– -$389K -6,909 Closed
BDF
1240
Balasa Dinverno & Foltz
– -$382K -6,783 Closed
SWMG
1241
Strategic Wealth Management Group
Maryland
– -$382K -6,779 Closed
PPP
1242
Private Portfolio Partners
New Jersey
– -$380K -6,741 Closed
MAM
1243
Madison Asset Management
Wisconsin
– -$376K -6,684 Closed
CSWG
1244
Cardinal Strategic Wealth Guidance
Kentucky
– -$374K -6,641 Closed
IC
1245
InterOcean Capital
Illinois
– -$366K -6,504 Closed
Acadian Asset Management
1246
Acadian Asset Management
Massachusetts
– -$363K -6,440 Closed
LI
1247
Lafayette Investments
Maryland
– -$363K -6,439 Closed
SL
1248
Signition LP
New York
– -$362K -6,435 Closed
HFBOT
1249
Home Federal Bank of Tennessee
Tennessee
– -$362K -6,428 Closed
RCM
1250
Radnor Capital Management
Pennsylvania
– -$360K -6,390 Closed
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