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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 %
AC
726
Athanor Capital
New York
$780K +$780K +16,271 New
BJL
727
Brighton Jones LLC
Washington
$767K +$2.35K +49 +0.3%
CCM
728
Canal Capital Management
Virginia
$762K +$4.22K +88 +0.6%
TFS
729
TrustCore Financial Services
Tennessee
$759K -$75.3K -1,571 -9%
WIA
730
Wealthstreet Investment Advisors
Texas
$757K +$12.1K +253 +2%
MMHP
731
Murphy Middleton Hinkle & Parker
Georgia
$756K -$26.5K -553 -3%
EI
732
Ethic Inc
New York
$756K +$122K +2,553 +19%
SCA
733
Snowden Capital Advisors
New York
$744K +$88.8K +1,853 +14%
MFG
734
Monte Financial Group
Connecticut
$744K -$50.1K -1,044 -6%
GCM
735
Galibier Capital Management
Ontario, Canada
$738K -$95.9K -2,000 -11%
FCA
736
FLC Capital Advisors
California
$738K – – –
BWM
737
BCS Wealth Management
Tennessee
$733K – – –
CCG
738
Cypress Capital Group
Florida
$727K +$1.44K +30 +0.2%
SFP
739
Shepherd Financial Partners
Massachusetts
$727K +$85.2K +1,775 +13%
EWA
740
EP Wealth Advisors
California
$726K -$51.8K -1,081 -7%
JFL
741
Jarislowsky, Fraser Ltd
Quebec, Canada
$720K -$5.27K -110 -0.7%
RC
742
RegentAtlantic Capital
New Jersey
$719K -$67.1K -1,401 -9%
AFAS
743
Acorn Financial Advisory Services
Virginia
$718K -$108K -2,260 -13%
LOAME
744
Lombard Odier Asset Management (Europe)
United Kingdom
$718K +$265K +5,046 +58%
SWM
745
Selective Wealth Management
Virginia
$716K +$86.3K +1,800 +14%
IDBONY
746
Israel Discount Bank of New York
New York
$714K -$298K -6,225 -29%
HW
747
Hancock Whitney
Mississippi
$713K -$47.9K -999 -6%
CM
748
Cornerstone Management
Georgia
$712K – – –
DY
749
Dowling & Yahnke
California
$705K +$16K +334 +2%
TAIM
750
TD Ameritrade Investment Management
Nebraska
$702K -$165K -3,438 -19%
28 29
30
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