TFC icon

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 %
FNBT
1301
FineMark National Bank & Trust
Florida
– -$272K -4,829 Closed
GAG
1302
GM Advisory Group
New York
– -$269K -4,785 Closed
LSPW
1303
Lake Street Private Wealth
Illinois
– -$268K -4,757 Closed
MFP
1304
Meridian Financial Partners
Virginia
– -$263K -4,737 Closed
KCM
1305
Kathmere Capital Management
Pennsylvania
– -$266K -4,727 Closed
EM
1306
Excalibur Management
Massachusetts
– -$266K -4,717 Closed
FWCM
1307
First Western Capital Management
California
– -$263K -4,678 Closed
RIM
1308
Reliant Investment Management
Tennessee
– -$263K -4,669 Closed
IWS
1309
Insight Wealth Strategies
California
– -$263K -4,665 Closed
RPA
1310
Rock Point Advisors
Vermont
– -$259K -4,600 Closed
AC
1311
Abbrea Capital
California
– -$257K -4,566 Closed
PL
1312
Perpetual Ltd
Australia
– -$254K -4,518 Closed
FAIM
1313
Financial Advocates Investment Management
Washington
– -$254K -4,512 Closed
HFRG
1314
Houlihan Financial Resource Group
Virginia
– -$253K -4,500 Closed
CHA
1315
Cooper/Haims Advisors
New York
– -$253K -4,493 Closed
ERIM
1316
Eagle Ridge Investment Management
Connecticut
– -$252K -4,483 Closed
MCM
1317
MAI Capital Management
Ohio
– -$252K -4,475 Closed
CIP
1318
Convergence Investment Partners
Florida
– -$246K -4,363 Closed
NPF
1319
Norris Perne & French
Michigan
– -$245K -4,358 Closed
PIA
1320
Powell Investment Advisors
Florida
– -$245K -4,349 Closed
MFW
1321
Meristem Family Wealth
Minnesota
– -$243K -4,310 Closed
TMAM
1322
Tokio Marine Asset Management
Japan
– -$243K -4,306 Closed
TW
1323
TrinityPoint Wealth
Connecticut
– -$242K -4,292 Closed
FNBOH
1324
First National Bank of Hutchinson
Kansas
– -$241K -4,280 Closed
SAM
1325
Strategy Asset Managers
California
– -$241K -4,273 Closed
51 52
53
54 55