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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 %
SG
1326
StoneX Group
New York
– -$240K -4,268 Closed
BCMO
1327
Buckingham Capital Management (Ohio)
Ohio
– -$239K -4,248 Closed
WI
1328
Wedgewood Investors
Pennsylvania
– -$239K -4,247 Closed
GCMG
1329
Gyroscope Capital Management Group
Florida
– -$239K -4,235 Closed
GAB
1330
German American Bancorp
Indiana
– -$238K -4,228 Closed
WJWM
1331
Williams Jones Wealth Management
New York
– -$237K -4,213 Closed
CM
1332
Capital Management
Virginia
– -$237K -4,200 Closed
IAN
1333
Integrated Advisors Network
Texas
– -$235K -4,180 Closed
BC
1334
Burney Company
Virginia
– -$235K -4,180 Closed
B
1335
Bridgeworth
Alabama
– -$235K -4,175 Closed
FBB
1336
Fulton Breakefield Broenniman
Maryland
– -$235K -4,169 Closed
CAM
1337
Cozad Asset Management
Illinois
– -$233K -4,141 Closed
GIA
1338
Gladstone Institutional Advisory
Florida
– -$233K -4,139 Closed
TC
1339
Telemus Capital
Michigan
– -$230K -4,087 Closed
WKWM
1340
Walter & Keenan Wealth Management
Indiana
– -$228K -4,055 Closed
AIA
1341
Armor Investment Advisors
North Carolina
– -$228K -4,045 Closed
AFM
1342
Andesa Financial Management
Pennsylvania
– -$228K -4,024 Closed
MHIC
1343
Marble Harbor Investment Counsel
Massachusetts
– -$225K -4,000 Closed
SIM
1344
SSI Investment Management
California
– -$224K -3,959 Closed
GLI
1345
Guardian Life Insurance
New York
– -$222K -3,949 Closed
RAM
1346
Roanoke Asset Management
New Jersey
– -$222K -3,947 Closed
TFCP
1347
Twin Focus Capital Partners
Massachusetts
– -$221K -3,924 Closed
SB
1348
Strategic Blueprint
Georgia
– -$220K -3,913 Closed
DA
1349
Detalus Advisors
Missouri
– -$220K -3,903 Closed
SFG
1350
Sunburst Financial Group
Alabama
– -$219K -3,886 Closed
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