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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 %
CWP
1226
CFM Wealth Partners
Texas
– -$50K -1,355 Closed
AAIM
1227
Asset Advisors Investment Management
Georgia
– -$49K -1,294 Closed
PCIA
1228
Prime Capital Investment Advisors
Kansas
– -$39K -1,043 Closed
DWA
1229
Dougherty Wealth Advisers
Minnesota
– -$37K -987 Closed
FANJ
1230
Financial Architects (New Jersey)
New Jersey
– -$26K -683 Closed
FA
1231
Financial Advantage
Maryland
– -$23K -631 Closed
RDWM
1232
Red Door Wealth Management
Tennessee
– -$23K -624 Closed
HFA
1233
Hoover Financial Advisors
Pennsylvania
– -$18K -469 Closed
CWM
1234
Campbell Wealth Management
Virginia
– -$16K -424 Closed
AWM
1235
Apollon Wealth Management
South Carolina
– -$11K -285 Closed
KWM
1236
Keebeck Wealth Management
Illinois
– -$9K -242 Closed
BBA
1237
Braun-Bostich & Associates
Pennsylvania
– -$8K -208 Closed
TC
1238
Truvestments Capital
Florida
– -$7K -201 Closed
LS
1239
Leelyn Smith
Illinois
– -$4K -100 Closed
BC
1240
Barnett & Company
Tennessee
– -$4K -100 Closed
HI
1241
Human Investing
Oregon
– -$4K -95 Closed
BSAM
1242
Blue Square Asset Management
New York
– -$4K -94 Closed
LF
1243
Lee Financial
Texas
– -$3K -74 Closed
SFG
1244
Sowa Financial Group
Rhode Island
– -$3K -73 Closed
RAM
1245
Riggs Asset Management
Pennsylvania
– -$2K -61 Closed
CCM
1246
Cribstone Capital Management
Maine
– -$2K -45 Closed
APWM
1247
Atlas Private Wealth Management
New York
– -$1K -30 Closed
ETC
1248
Exchange Traded Concepts
Oklahoma
– -$1K -21 Closed
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