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 %
DC
176
Davenport & Co
Virginia
$10.6M +$1.9M +61,663 +22%
Janus Henderson Group
177
Janus Henderson Group
United Kingdom
$10.6M -$1.13M -36,605 -10%
FLII
178
First Long Island Investors
New York
$10.5M +$454K +14,716 +5%
Lazard Asset Management
179
Lazard Asset Management
New York
$10.4M -$3.34M -108,231 -24%
Axa
180
Axa
France
$10.4M -$8.22M -266,485 -44%
CIP
181
Chartwell Investment Partners
Pennsylvania
$10.3M -$1.16M -37,586 -10%
DAM
182
Delta Asset Management
Tennessee
$10.3M +$524 +17 +0%
MA
183
Montag & Associates
Georgia
$10.3M +$258K +8,374 +3%
SIC
184
Salem Investment Counselors
North Carolina
$10.2M +$8.82K +286 +0.1%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$9.73M – – –
State of Tennessee, Department of Treasury
186
State of Tennessee, Department of Treasury
Tennessee
$9.72M -$129K -4,190 -1%
SOMRS
187
State of Michigan Retirement System
Michigan
$9.48M -$521K -16,900 -5%
GC
188
Guggenheim Capital
Illinois
$9.38M -$430K -13,945 -4%
PGFC
189
Peapack-Gladstone Financial Corp
New Jersey
$9.16M -$235K -7,630 -3%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$9.12M +$508K +16,478 +6%
PR
191
Payden & Rygel
California
$9.04M +$487K +15,800 +6%
ACA
192
Anchor Capital Advisors
Massachusetts
$8.97M -$6.35M -205,732 -41%
Brown Advisory
193
Brown Advisory
Maryland
$8.91M -$1.96M -63,718 -18%
TBA
194
Tower Bridge Advisors
Pennsylvania
$8.9M +$130K +4,217 +1%
SI
195
Stephens Inc
Arkansas
$8.82M +$1.61M +52,256 +22%
WB
196
WesBanco Bank
West Virginia
$8.82M +$2.4M +77,735 +37%
EWA
197
EP Wealth Advisors
California
$8.73M +$798K +25,875 +10%
DIA
198
Dana Investment Advisors
Wisconsin
$8.62M -$144K -4,670 -2%
Nomura Asset Management
199
Nomura Asset Management
Japan
$8.47M +$271K +8,779 +3%
MSL
200
Mackay Shields LLC
New York
$8.41M +$1.32M +42,824 +19%
6 7
8
9 10