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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 %
KP
1251
Keel Point
Alabama
– -$359K -6,369 Closed
MMA
1252
Miracle Mile Advisors
California
– -$358K -6,349 Closed
JIM
1253
Jupiter Investment Management
United Kingdom
– -$355K -6,315 Closed
NL
1254
NWAM LLC
Washington
– -$354K -6,284 Closed
PIMG
1255
Patriot Investment Management Group
Tennessee
– -$353K -6,283 Closed
MYLI
1256
Meiji Yasuda Life Insurance
Japan
– -$353K -6,268 Closed
SFA
1257
Stewardship Financial Advisors
Georgia
– -$351K -6,224 Closed
BCM
1258
Breiter Capital Management
Florida
– -$349K -6,190 Closed
DWM
1259
Dakota Wealth Management
Florida
– -$347K -6,170 Closed
APW
1260
Aurora Private Wealth
New Jersey
– -$347K -6,153 Closed
SA
1261
Stewardship Advisors
Pennsylvania
– -$338K -6,009 Closed
IAA
1262
Ironsides Asset Advisors
North Carolina
– -$330K -5,861 Closed
WP
1263
WMS Partners
Maryland
– -$330K -5,857 Closed
LRPA
1264
L. Roy Papp & Associates
Arizona
– -$327K -5,806 Closed
KCM
1265
Kendall Capital Management
Maryland
– -$320K -5,683 Closed
FI
1266
FormulaFolio Investments
Michigan
– -$317K -5,634 Closed
WPA
1267
Winning Points Advisors
Florida
– -$316K -5,610 Closed
BBA
1268
BLB&B Advisors
Pennsylvania
– -$315K -5,586 Closed
BMCM
1269
Bryn Mawr Capital Management
Pennsylvania
– -$314K -5,575 Closed
MBT
1270
Montecito Bank & Trust
California
– -$314K -5,570 Closed
SSG
1271
Summit Securities Group
New York
– -$314K -5,567 Closed
BWM
1272
BT Wealth Management
Georgia
– -$312K -5,538 Closed
AWM
1273
Argent Wealth Management
Massachusetts
– -$310K -5,503 Closed
GI
1274
GAMCO Investors
Connecticut
– -$310K -5,500 Closed
MW
1275
Marcum Wealth
Ohio
– -$308K -5,461 Closed
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