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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 %
DS
1276
DRW Securities
Illinois
– -$307K -5,454 Closed
AFA
1277
Arlington Financial Advisors
California
– -$304K -5,400 Closed
LOAMS
1278
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$302K -5,358 Closed
CL
1279
Choreo LLC
Illinois
– -$300K -5,323 Closed
ZCM
1280
Zebra Capital Management
Connecticut
– -$297K -5,269 Closed
AWM
1281
Altium Wealth Management
New York
– -$296K -5,257 Closed
DI
1282
Diligent Investors
California
– -$296K -5,255 Closed
AM
1283
Atwater Malick
Pennsylvania
– -$294K -5,224 Closed
ESB
1284
Essex Savings Bank
Connecticut
– -$294K -5,215 Closed
TIA
1285
Tiemann Investment Advisors
California
– -$293K -5,211 Closed
ACA
1286
Ackerman Capital Advisors
Texas
– -$292K -5,180 Closed
ACP
1287
Aviance Capital Partners
Florida
– -$292K -5,180 Closed
YWP
1288
YorkBridge Wealth Partners
New York
– -$287K -5,093 Closed
SAM
1289
Stewart Asset Management
New York
– -$282K -5,000 Closed
EWA
1290
ERTS Wealth Advisors
Michigan
– -$279K -4,957 Closed
KLCM
1291
KG&L Capital Management
Louisiana
– -$277K -4,921 Closed
SLWS
1292
Swaine & Leidel Wealth Services
Florida
– -$277K -4,913 Closed
AWA
1293
ARS Wealth Advisors
Florida
– -$277K -4,910 Closed
CA
1294
Commerzbank Aktiengesellschaft
Germany
– -$276K -4,906 Closed
CSPIA
1295
Cary Street Partners Investment Advisory
Virginia
– -$276K -4,901 Closed
HAG
1296
HighPoint Advisor Group
Illinois
– -$272K -4,848 Closed
BWP
1297
Bernardo Wealth Planning
Pennsylvania
– -$272K -4,843 Closed
MCWS
1298
McKinley Carter Wealth Services
West Virginia
– -$273K -4,843 Closed
XF
1299
XML Financial
Maryland
– -$273K -4,839 Closed
JLBC
1300
J.L. Bainbridge & Co
Florida
– -$272K -4,836 Closed
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