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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 %
Citigroup
126
Citigroup
New York
$17.6M -$6.38M -206,911 -27%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$17.4M -$57.2K -1,854 -0.3%
Holocene Advisors
128
Holocene Advisors
New York
$17.3M -$2.46M -79,680 -12%
Nordea Investment Management
129
Nordea Investment Management
Sweden
$17.1M +$2.09M +66,400 +14%
CBT
130
Capital Bank & Trust
California
$17.1M +$13.3M +430,809 +349%
AIG
131
American International Group
New York
$17.1M +$118K +3,818 +0.7%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$16.5M -$1.4M -45,494 -8%
OAM
133
Oppenheimer Asset Management
New York
$16.5M +$16.5M +536,231 New
MIM
134
Montgomery Investment Management
Maryland
$16.4M -$18.5K -600 -0.1%
MNG
135
Manning & Napier Group
New York
$16.1M +$3.99M +129,326 +33%
Neuberger Berman Group
136
Neuberger Berman Group
New York
$15.8M +$6.09M +197,521 +62%
GT
137
Glenmede Trust
Pennsylvania
$15.5M – – –
VDI
138
Vaughan David Investments
Illinois
$15.4M +$76.7K +2,488 +0.5%
WIC
139
Willis Investment Counsel
Georgia
$14.9M -$55.7K -1,807 -0.4%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$14.7M -$1.73M -56,099 -11%
Aviva
141
Aviva
United Kingdom
$14.5M -$20K -649 -0.1%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$14.5M -$16.2K -526 -0.1%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$14.3M -$4.37M -141,803 -23%
MIS
144
Morningstar Investment Services
Illinois
$14.2M -$7.78K -239 -0.1%
PCM
145
Prana Capital Management
Connecticut
$13.8M +$13.8M +448,554 New
MGIM
146
M&G Investment Management
United Kingdom
$13.8M +$6.44M +207,898 +88%
CTA
147
Chesley Taft & Associates
Illinois
$13.6M +$320K +10,390 +2%
AIM
148
Avity Investment Management
Connecticut
$13.5M -$1.23M -39,966 -8%
SRAM
149
Stone Ridge Asset Management
New York
$13.5M – – –
Squarepoint
150
Squarepoint
New York
$13.3M -$5.24M -170,004 -28%
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