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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 %
NW
701
NewEdge Wealth
Pennsylvania
$889K +$889K +18,545 New
PTC
702
Philadelphia Trust Company
Pennsylvania
$872K -$38.8K -810 -4%
AIM
703
Achmea Investment Management
Netherlands
$870K – – –
CAAS
704
Capital Asset Advisory Services
Michigan
$866K +$21.2K +443 +3%
CM
705
Capula Management
Cayman Islands
$855K +$855K +17,831 New
SIA
706
SeaBridge Investment Advisors
New Jersey
$848K +$848K +17,701 New
W
707
WealthStone
Ohio
$846K +$557K +11,621 +193%
ACWM
708
Adams Chetwood Wealth Management
North Carolina
$842K -$21.3K -444 -2%
TYCC
709
Texas Yale Capital Corp
Florida
$838K – – –
CI
710
Conning Inc
Connecticut
$833K -$780K -16,273 -48%
WA
711
Wealth Alliance
New York
$831K +$18.3K +381 +2%
GAM
712
Gotham Asset Management
New York
$829K -$49.7K -1,036 -6%
FG
713
Fiduciary Group
Georgia
$824K -$82.6K -1,564 -9%
Vontobel Holding
714
Vontobel Holding
Switzerland
$824K +$824K +15,567 New
CFA
715
Camarda Financial Advisors
Florida
$818K +$818K +17,061 New
AA
716
Argent Advisors
Louisiana
$815K +$68.6K +1,431 +9%
VVP
717
Venture Visionary Partners
Ohio
$814K +$507K +10,580 +165%
OIA
718
Optimum Investment Advisors
Illinois
$812K +$42.2K +880 +5%
IWM
719
IHT Wealth Management
Illinois
$810K +$55.8K +1,164 +7%
MOS
720
MGO One Seven
Ohio
$809K -$157K -3,266 -16%
MWM
721
Modera Wealth Management
New Jersey
$797K +$31.2K +652 +4%
IMOV
722
Investment Management of Virginia
Virginia
$797K +$131K +2,743 +20%
BI
723
Ballast Inc
Kentucky
$793K -$41.4K -865 -5%
JCM
724
Jacobi Capital Management
Pennsylvania
$793K -$39.3K -804 -5%
NCM
725
Novare Capital Management
North Carolina
$787K -$132K -2,753 -14%
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