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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
$1.95B
2
Charles Schwab
Charles Schwab
California
$469M
3
Franklin Resources
Franklin Resources
California
$302M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$614M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.4B

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Bank of America
Bank of America
North Carolina
$1.15B
3
Goldman Sachs
Goldman Sachs
New York
$157M
4
LSV Asset Management
LSV Asset Management
Illinois
$94.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$829M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4B +$79.1M +2,566,340 +2%
BlackRock
2
BlackRock
New York
$2.9B +$52.5M +1,701,248 +2%
Capital International Investors
3
Capital International Investors
California
$1.95B +$1.07B +34,627,221 +121%
State Street
4
State Street
Massachusetts
$1.78B -$45.1M -1,463,981 -2%
Bank of America
5
Bank of America
North Carolina
$1.15B -$310M -10,064,043 -21%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.1B +$69M +2,238,236 +7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$931M -$18.7M -607,797 -2%
Dodge & Cox
8
Dodge & Cox
California
$854M +$49.4M +1,603,252 +6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$829M -$101M -3,273,450 -11%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$614M +$149M +4,828,457 +32%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$580M +$9.14M +296,910 +2%
Northern Trust
12
Northern Trust
Illinois
$532M -$11.1M -360,724 -2%
Macquarie Group
13
Macquarie Group
Australia
$524M +$960K +31,130 +0.2%
Charles Schwab
14
Charles Schwab
California
$469M +$270M +8,759,006 +136%
Boston Partners
15
Boston Partners
Massachusetts
$444M +$41.8M +1,356,339 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$422M +$42.7M +1,385,381 +11%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$392M -$2.01M -65,175 -0.5%
Capital World Investors
18
Capital World Investors
California
$386M -$40M -1,297,856 -9%
Norges Bank
19
Norges Bank
Norway
$367M -$13.9M -451,001 -4%
Invesco
20
Invesco
Georgia
$322M +$37.3M +1,209,230 +13%
Franklin Resources
21
Franklin Resources
California
$302M +$154M +4,988,520 +104%
American Century Companies
22
American Century Companies
Missouri
$283M +$16.1M +521,222 +6%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$267M -$10M -325,557 -4%
Ameriprise
24
Ameriprise
Minnesota
$260M -$10.7M -346,030 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$258M +$2.9M +93,645 +1%
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