TFC icon

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 %
SACTSONJ
776
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$629K – – –
PAS
777
Park Avenue Securities
New York
$628K +$36.7K +765 +6%
SP
778
Symmetry Partners
Connecticut
$627K +$4.8K +100 +0.8%
CNC
779
Canandaigua National Corp
New York
$624K -$24.2K -504 -4%
CPA
780
Court Place Advisors
Maryland
$624K -$5.08K -106 -0.8%
CIC
781
Chilton Investment Company
Connecticut
$621K +$621K +12,950 New
MYIA
782
Mount Yale Investment Advisors
Colorado
$619K -$575 -12 -0.1%
HIIFS
783
Harel Insurance Investments & Financial Services
Israel
$619K – – –
GCA
784
Greenwood Capital Associates
South Carolina
$617K +$93.5K +1,949 +18%
SIAP
785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$613K – – –
IA
786
IFP Advisors
Florida
$610K +$148K +3,078 +32%
PG
787
Pendal Group
Australia
$602K -$1.35M -28,115 -69%
PA
788
Parallel Advisors
California
$598K +$31.7K +660 +6%
LP
789
LMR Partners
United Kingdom
$597K +$597K +12,457 New
HFG
790
Heron Financial Group
New York
$596K +$9.79K +190 +2%
BHBT
791
Burke & Herbert Bank & Trust
Virginia
$591K -$52.2K -1,088 -8%
OPS
792
Orion Portfolio Solutions
Nebraska
$589K +$15.6K +326 +3%
ABTD
793
Arvest Bank Trust Division
Oklahoma
$588K +$171K +3,566 +41%
PCM
794
Prelude Capital Management
New York
$588K +$588K +12,265 New
CWC
795
Carolinas Wealth Consulting
North Carolina
$586K +$207K +4,323 +55%
CA
796
Cetera Advisors
Colorado
$584K +$57.3K +1,195 +11%
SS
797
Sunbelt Securities
Texas
$580K +$9.73K +203 +2%
VC
798
Veracity Capital
Georgia
$578K +$55.8K +1,166 +11%
BCWM
799
Bartlett & Co Wealth Management
Ohio
$577K +$97.9K +2,043 +20%
BC
800
Bartlett & Co
Ohio
$577K +$97.9K +2,043 +20%
30 31
32
33 34