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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 %
BS
751
Bessemer Securities
New York
$700K – – –
LCM
752
Leisure Capital Management
California
$700K +$3.12K +65 +0.4%
SAM
753
Summit Asset Management
Tennessee
$695K -$8.49K -177 -1%
EFSCE
754
Enterprise Financial Services Corp (EFSC)
Missouri
$689K -$4.12K -86 -0.6%
CTI
755
Community Trust & Investment
Kentucky
$679K – – –
RMC
756
Resources Management Corp
Connecticut
$678K – – –
PFA
757
Pathway Financial Advisors
Vermont
$676K – – –
GF
758
Goodman Financial
Texas
$674K +$674K +14,062 New
CCT
759
Capital City Trust
Florida
$670K -$44.9K -938 -6%
WC
760
Westhampton Capital
North Carolina
$670K +$113K +2,350 +20%
SCI
761
S&CO Inc
Massachusetts
$666K – – –
MYAM
762
Meiji Yasuda Asset Management
Japan
$663K -$128K -2,670 -16%
NB
763
Northwest Bancshares
Pennsylvania
$663K -$27.3K -570 -4%
EWM
764
Evercore Wealth Management
New York
$663K +$30.1K +629 +5%
EF
765
Empirical Finance
Pennsylvania
$658K +$115K +2,391 +21%
AWM
766
Aprio Wealth Management
Georgia
$652K -$43.3K -904 -6%
WAAG
767
Wealth Alliance Advisory Group
Kansas
$649K -$1.68K -35 -0.3%
EIA
768
Eastover Investment Advisors
North Carolina
$645K – – –
TNB
769
TCF National Bank
South Dakota
$642K +$44.7K +933 +7%
FI
770
FormulaFolio Investments
Michigan
$638K +$360K +7,506 +129%
LWMM
771
Legacy Wealth Management (Mississippi)
Mississippi
$637K -$54.2K -1,130 -8%
M
772
Mirova
France
$637K +$637K +13,311 New
PTC
773
Private Trust Company
Ohio
$635K -$7.56K -158 -1%
PI
774
Pettee Investors
Connecticut
$633K – – –
FPWM
775
FSB Premier Wealth Management
Iowa
$630K +$630K +13,144 New
29 30
31
32 33