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Truist Financial
TFC

Overview Fund Activity

1,287 hedge funds and large institutions have $47.8B invested in Truist Financial in 2020 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 455 increasing their positions, 473 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,287
Holders Change
+131
Holders Change %
+11.33%
% of All Funds
22.84%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.43%
New
207
Increased
455
Reduced
473
Closed
60
Calls
$222M
Puts
$163M
Net Calls
+$59.4M
Net Calls Change
-$8.59M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$699M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$301M
3
Franklin Resources
Franklin Resources
California
+$213M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$152M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$118M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$573M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$364M
3
Dodge & Cox
Dodge & Cox
California
-$313M
4
Macquarie Group
Macquarie Group
Australia
-$136M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAS
576
Mason Investment Advisory Services
Virginia
$1.51M +$171K +3,575 +13%
SLI
577
Sumitomo Life Insurance
Japan
$1.51M -$189K -3,952 -11%
SNT
578
Security National Trust
West Virginia
$1.51M -$18.8K -393 -1%
RCAG
579
Rehmann Capital Advisory Group
Michigan
$1.51M -$6.57K -137 -0.4%
PT
580
Plimoth Trust
Massachusetts
$1.49M -$114K -2,385 -7%
NA
581
NewEdge Advisors
Louisiana
$1.48M +$324K +6,765 +28%
DAC
582
Dividend Assets Capital
South Carolina
$1.46M -$18.2K -380 -1%
WANY
583
Wealthspire Advisors (New York)
New York
$1.45M +$974K +20,309 +205%
SWA
584
Stratos Wealth Advisors
Ohio
$1.43M +$1.43M +29,779 New
SPIA
585
Steward Partners Investment Advisory
New York
$1.4M +$20.7K +432 +2%
E
586
Ergoteles
New York
$1.4M +$1.4M +29,128 New
SWM
587
SeaCrest Wealth Management
New York
$1.39M -$81.2K -1,695 -6%
PWS
588
Peloton Wealth Strategists
Indiana
$1.39M +$1.39M +28,925 New
PAM
589
Panagora Asset Management
Massachusetts
$1.38M -$136K -2,828 -9%
WIC
590
Woodmont Investment Counsel
Tennessee
$1.38M -$6.86K -143 -0.5%
MC
591
Moors & Cabot
Massachusetts
$1.38M +$1.06K +22 +0.1%
WHG
592
Westwood Holdings Group
Texas
$1.37M -$24.1M -503,631 -95%
TCM
593
Teza Capital Management
Illinois
$1.37M +$1.37M +28,551 New
JWCA
594
J.W. Cole Advisors
Florida
$1.37M +$137K +2,849 +11%
ICG
595
InterOcean Capital Group
Tennessee
$1.36M +$1.36M +28,415 New
APA
596
American Portfolios Advisors
New York
$1.36M +$301K +6,276 +28%
WAP
597
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$165K -3,435 -11%
AAS
598
Avantax Advisory Services
Texas
$1.36M -$1.48M -30,948 -52%
SCM
599
Southport Capital Management
Tennessee
$1.35M +$1.63K +34 +0.1%
FFA
600
Founders Financial Alliance
North Carolina
$1.35M +$58.9K +1,228 +5%
22 23
24
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