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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 %
CS
676
Comerica Securities
Michigan
$965K +$10.1K +211 +1%
BWL
677
Bogart Wealth LLC
Virginia
$958K +$116K +2,417 +14%
CA
678
Clearstead Advisors
Ohio
$955K +$21.8K +454 +2%
LS
679
Livforsakringsbolaget Skandia
Sweden
$953K +$292K +6,100 +44%
MWM
680
Meridian Wealth Management
Kentucky
$952K +$16.1K +336 +2%
DWA
681
Douglass Winthrop Advisors
New York
$947K -$14.4K -300 -1%
LNC
682
Lincoln National Corp
Pennsylvania
$939K +$11.6K +241 +1%
BDS
683
Banco de Sabadell
Florida
$932K +$29.9K +625 +3%
CCM
684
Copeland Capital Management
Pennsylvania
$931K -$76.3K -1,593 -8%
GT
685
Glenview Trust
Kentucky
$929K -$1.09M -22,803 -54%
First Manhattan
686
First Manhattan
New York
$919K +$2.73K +57 +0.3%
SYBT
687
Stock Yards Bank & Trust
Kentucky
$915K -$12.6K -262 -1%
PFS
688
Prospera Financial Services
Texas
$915K +$141K +2,943 +18%
GF
689
Gabelli Funds
New York
$911K -$58.8K -1,227 -6%
PAM
690
Paradigm Asset Management
New York
$911K +$911K +19,000 New
CCIA
691
Campbell & Co Investment Adviser
Maryland
$909K +$909K +18,964 New
Lido Advisors
692
Lido Advisors
California
$908K +$227K +4,735 +33%
THWM
693
Taylor Hoffman Wealth Management
Virginia
$905K -$8.82K -184 -1%
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$904K +$244K +5,090 +37%
CCM
695
Compton Capital Management
Rhode Island
$895K -$54.9K -1,145 -6%
BW
696
Bison Wealth
Georgia
$894K +$5.51K +115 +0.6%
BIA
697
BHK Investment Advisors
Alabama
$891K +$1.58K +33 +0.2%
OA
698
Oak Associates
Ohio
$890K -$179K -3,735 -17%
OCG
699
Opus Capital Group
Ohio
$890K -$9.58K -200 -1%
HBT
700
Hills Bank & Trust
Iowa
$889K +$41.7K +870 +5%
26 27
28
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