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 %
SIC
1376
Samalin Investment Counsel
New York
– -$144K -2,566 Closed
LPIC
1377
LeJeune Puetz Investment Counsel
Michigan
– -$134K -2,374 Closed
PCA
1378
Peddock Capital Advisors
Massachusetts
– -$126K -2,234 Closed
LFA
1379
Lighthouse Financial Advisors
Maryland
– -$124K -2,202 Closed
BAM
1380
Belpointe Asset Management
Nevada
– -$119K -2,131 Closed
VLKIM
1381
Van Lanschot Kempen Investment Management
Netherlands
– -$106K -1,890 Closed
AA
1382
Argent Advisors
Louisiana
– -$72K -1,289 Closed
APC
1383
Aspire Private Capital
North Carolina
– -$71K -1,258 Closed
ACM
1384
Allred Capital Management
Texas
– -$63.8K -1,133 Closed
FPS
1385
Fieldpoint Private Securities
Connecticut
– -$61K -1,087 Closed
RMAM
1386
Raab & Moskowitz Asset Management
New Jersey
– -$53K -957 Closed
CH
1387
Canton Hathaway
Rhode Island
– -$52K -923 Closed
HI
1388
Human Investing
Oregon
– -$37K -660 Closed
PAI
1389
Pittenger & Anderson Inc
Nebraska
– -$36K -647 Closed
GDP
1390
Great Diamond Partners
Maine
– -$33K -600 Closed
HWM
1391
Howard Wealth Management
Connecticut
– -$33K -600 Closed
HI
1392
Hoey Investments
Pennsylvania
– -$31K -550 Closed
FGAM
1393
Financial Gravity Asset Management
Texas
– -$28K -505 Closed
NIM
1394
NuWave Investment Management
New Jersey
– -$26K -478 Closed
JGIA
1395
Jackson Grant Investment Advisers
Connecticut
– -$24K -432 Closed
RA
1396
Rational Advisors
New York
– -$24K -418 Closed
CCM
1397
Cribstone Capital Management
Maine
– -$23K -400 Closed
AWMS
1398
Advocacy Wealth Management Services
Georgia
– -$22K -384 Closed
PK
1399
Pflug Koory
Nebraska
– -$18K -320 Closed
MAM
1400
Marquette Asset Management
Minnesota
– -$15K -269 Closed
53 54 55
56
57