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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 %
LOPW
651
Live Oak Private Wealth
North Carolina
$1.07M +$505K +10,542 +90%
SSWM
652
Sheets Smith Wealth Management
North Carolina
$1.06M +$863 +18 +0.1%
SC
653
Searle & Co
Connecticut
$1.06M -$4.79K -100 -0.5%
MGIA
654
Moneta Group Investment Advisors
Missouri
$1.06M +$57.6K +1,201 +6%
MSRPS
655
Maryland State Retirement & Pension System
Maryland
$1.06M +$1.06M +21,800 New
FTDI
656
First Trust Direct Indexing
Massachusetts
$1.04M +$1.04M +21,765 New
GRP
657
Global Retirement Partners
California
$1.04M -$697K -14,542 -40%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$1.04M -$13.9K -289 -1%
CL
659
CSS LLC
Illinois
$1.04M – – –
TF
660
TIAA FSB
Florida
$1.04M +$50.1K +1,046 +5%
PPWP
661
Proquility Private Wealth Partners
Nevada
$1.03M +$1.03M +21,486 New
B
662
Barings
North Carolina
$1.03M +$165K +3,444 +19%
SB
663
Simmons Bank
Arkansas
$1.02M +$70.2K +1,464 +7%
BFO
664
Biltmore Family Office
North Carolina
$1.02M +$1.02M +21,180 New
BO
665
Bank OZK
Arkansas
$1.01M – – –
BRWA
666
B. Riley Wealth Advisors
Florida
$1.01M -$485K -10,099 -33%
IB
667
Intrust Bank
Kansas
$999K -$33.9K -707 -3%
SFG
668
SevenBridge Financial Group
Pennsylvania
$998K +$679K +14,169 +213%
WC
669
Whitney & Co
New York
$986K -$22.2K -441 -2%
QI
670
QS Investors
New York
$982K -$27.2K -567 -3%
HB
671
Homrich & Berg
Georgia
$977K -$6.52K -136 -0.7%
BTW
672
Boston Trust Walden
Massachusetts
$975K -$109K -2,270 -10%
CG
673
Colony Group
Massachusetts
$975K +$163K +3,402 +20%
AIP
674
Ameritas Investment Partners
Nebraska
$968K -$47.4K -991 -5%
WPA
675
West Paces Advisors
Georgia
$966K -$28.4K -593 -3%
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