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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 %
LWM
1351
Lyell Wealth Management
California
– -$219K -3,885 Closed
CCM
1352
Coldstream Capital Management
Washington
– -$218K -3,880 Closed
WP
1353
WealthSource Partners
California
– -$218K -3,876 Closed
PL
1354
Plancorp LLC
Missouri
– -$218K -3,863 Closed
IIM
1355
Ipswich Investment Management
Massachusetts
– -$217K -3,860 Closed
PWM
1356
PBMares Wealth Management
Virginia
– -$217K -3,854 Closed
BWAM
1357
Boyd Watterson Asset Management
Ohio
– -$216K -3,841 Closed
CWM
1358
Chesapeake Wealth Management
Virginia
– -$216K -3,837 Closed
ACA
1359
Atlas Capital Advisors
Wyoming
– -$215K -3,815 Closed
BCI
1360
Brinker Capital Investments
Pennsylvania
– -$214K -3,807 Closed
KFGK
1361
Keystone Financial Group (Kentucky)
Kentucky
– -$213K -3,775 Closed
JAM
1362
Jolley Asset Management
North Carolina
– -$213K -3,775 Closed
9WM
1363
9258 Wealth Management
Ohio
– -$212K -3,766 Closed
CIS
1364
Connors Investor Services
Pennsylvania
– -$211K -3,755 Closed
CW
1365
CreativeOne Wealth
Kansas
– -$211K -3,753 Closed
KA
1366
Klingman & Associates
New York
– -$210K -3,735 Closed
CPC
1367
Consolidated Planning Corp
Georgia
– -$209K -3,708 Closed
IWA
1368
Intercontinental Wealth Advisors
Texas
– -$200K -3,675 Closed
CHP
1369
Cable Hill Partners
Oregon
– -$206K -3,658 Closed
DW
1370
Domani Wealth
Pennsylvania
– -$203K -3,603 Closed
RIA
1371
Realta Investment Advisors
Delaware
– -$197K -3,599 Closed
AAMC
1372
Asset Allocation & Management Company
Illinois
– -$201K -3,572 Closed
HCA
1373
Horan Capital Advisors
Ohio
– -$155K -2,750 Closed
RMA
1374
Roffman Miller Associates
Pennsylvania
– -$153K -2,720 Closed
AIM
1375
Aigen Investment Management
New York
– -$147K -2,607 Closed
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