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Truist Financial
TFC

Overview Fund Activity

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$247M
2
BlackRock
BlackRock
New York
+$223M
3
State Street
State Street
Massachusetts
+$204M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$201M
5
Bank of America
Bank of America
North Carolina
+$190M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$419M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$216M
4
Franklin Resources
Franklin Resources
California
-$208M
5
SCCM
Schafer Cullen Capital Management
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
751
Brighton Jones LLC
Washington
$948K +$14.1K +241 +2%
MWM
752
Modera Wealth Management
New Jersey
$947K -$23.7K -406 -2%
M
753
Mirova
France
$941K +$165K +2,832 +21%
SFP
754
Shepherd Financial Partners
Massachusetts
$940K +$56.8K +975 +6%
TFS
755
TrustCore Financial Services
Tennessee
$934K +$9.69K +166 +1%
OCG
756
Opus Capital Group
Ohio
$926K -$157K -2,700 -15%
CI
757
Conning Inc
Connecticut
$922K -$91.6K -1,570 -9%
WIA
758
Wealthstreet Investment Advisors
Texas
$921K – – –
PP
759
Paloma Partners
Connecticut
$920K -$4.27M -73,221 -82%
MMHP
760
Murphy Middleton Hinkle & Parker
Georgia
$919K -$1.28K -22 -0.1%
AA
761
Argent Advisors
Louisiana
$908K -$84.2K -1,444 -8%
NCM
762
Novare Capital Management
North Carolina
$908K -$50K -857 -5%
MA
763
Mutual Advisors
Nebraska
$900K -$726K -12,453 -45%
FCA
764
FLC Capital Advisors
California
$898K – – –
GCM
765
Galibier Capital Management
Ontario, Canada
$898K – – –
BIA
766
BHK Investment Advisors
Alabama
$891K – – –
LCM
767
Leisure Capital Management
California
$891K +$39.6K +679 +5%
EWA
768
EP Wealth Advisors
California
$883K +$58 +1 +0%
ABTD
769
Arvest Bank Trust Division
Oklahoma
$882K +$167K +2,860 +23%
MFG
770
Monte Financial Group
Connecticut
$875K -$29.6K -507 -3%
HIIFS
771
Harel Insurance Investments & Financial Services
Israel
$873K +$90.7K +465 +12%
CM
772
Cornerstone Management
Georgia
$872K +$5.95K +102 +0.7%
NL
773
NVWM LLC
Pennsylvania
$867K +$867K +14,865 New
CCG
774
Cypress Capital Group
Florida
$865K -$20.7K -355 -2%
IDBONY
775
Israel Discount Bank of New York
New York
$860K -$9.03K -155 -1%
29 30
31
32 33