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Truist Financial
TFC

Overview Fund Activity

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$247M
2
BlackRock
BlackRock
New York
+$223M
3
State Street
State Street
Massachusetts
+$204M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Bank of America
Bank of America
North Carolina
+$190M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$419M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$216M
4
Franklin Resources
Franklin Resources
California
-$208M
5
SCCM
Schafer Cullen Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
626
Investors Asset Management of Georgia
Georgia
$1.62M -$15.1K -259 -0.9%
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$1.61M -$42.4K -727 -3%
TTWM
628
TCV Trust & Wealth Management
Virginia
$1.61M +$231K +3,959 +17%
NERM
629
New England Research & Management
Illinois
$1.6M -$2.92K -50 -0.2%
FHB
630
First Hawaiian Bank
Hawaii
$1.6M +$14.2K +244 +0.9%
Squarepoint
631
Squarepoint
New York
$1.59M -$10.4M -178,333 -87%
KA
632
Kintegral Advisory
New York
$1.59M – – –
UAS
633
United Asset Strategies
New York
$1.57M +$1.57M +26,969 New
TCA
634
Transcend Capital Advisors
New Jersey
$1.57M -$38K -652 -2%
BWL
635
Bogart Wealth LLC
Virginia
$1.56M +$395K +6,773 +34%
CTC
636
Central Trust Company
Missouri
$1.56M +$72.5K +1,242 +5%
SWP
637
Stratos Wealth Partners
Ohio
$1.56M -$58.8K -1,008 -4%
MIM
638
MTM Investment Management
South Carolina
$1.55M -$7.99K -137 -0.5%
TF
639
TIAA FSB
Florida
$1.55M +$286K +4,906 +23%
WB
640
Webster Bank
Connecticut
$1.54M – – –
WPW
641
Waldron Private Wealth
Pennsylvania
$1.54M – – –
IRC
642
Investors Research Corp
Georgia
$1.54M – – –
TIM
643
Thompson Investment Management
Wisconsin
$1.53M – – –
ZB
644
Zions Bancorporation
Utah
$1.53M +$1.23M +21,098 +407%
AMIM
645
Aull & Monroe Investment Management
Alabama
$1.51M -$65.5K -1,123 -4%
RC
646
RBF Capital
California
$1.51M – – –
QC
647
Quadrature Capital
United Kingdom
$1.5M +$1.5M +25,805 New
KPWS
648
Kestra Private Wealth Services
Texas
$1.49M +$9.74K +167 +0.7%
Loomis, Sayles & Company
649
Loomis, Sayles & Company
Massachusetts
$1.49M +$1.49M +25,519 New
CAAS
650
Capital Asset Advisory Services
Michigan
$1.49M +$433K +7,427 +41%
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