TFC icon

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 %
CGL
776
Clarius Group LLC
Washington
$858K +$165K +2,829 +24%
DY
777
Dowling & Yahnke
California
$852K -$6.3K -108 -0.7%
BA
778
Ballew Advisors
Mississippi
$842K +$459K +7,778 +120%
SAM
779
Summit Asset Management
Tennessee
$841K -$4.55K -78 -0.5%
FSA
780
Fort Sheridan Advisors
Illinois
$831K +$310K +5,320 +60%
BFO
781
Biltmore Family Office
North Carolina
$827K -$408K -7,000 -33%
CTI
782
Community Trust & Investment
Kentucky
$827K – – –
RMC
783
Resources Management Corp
Connecticut
$825K – – –
EFSCE
784
Enterprise Financial Services Corp (EFSC)
Missouri
$822K -$16.7K -287 -2%
WC
785
Westhampton Capital
North Carolina
$816K – – –
PTC
786
Private Trust Company
Ohio
$811K +$37.4K +641 +5%
SCI
787
S&CO Inc
Massachusetts
$810K – – –
GCA
788
Greenwood Capital Associates
South Carolina
$810K +$59.5K +1,020 +8%
HL
789
HeadInvest LLC
Maine
$806K +$282K +4,836 +54%
NB
790
Northwest Bancshares
Pennsylvania
$804K -$1.98K -34 -0.2%
LIM
791
Longfellow Investment Management
Massachusetts
$801K +$801K +13,720 New
WAAG
792
Wealth Alliance Advisory Group
Kansas
$799K +$9.56K +164 +1%
Vontobel Holding
793
Vontobel Holding
Switzerland
$794K -$115K -1,968 -13%
SCM
794
Stevens Capital Management
Pennsylvania
$791K +$791K +13,564 New
TNB
795
TCF National Bank
South Dakota
$782K – – –
EIA
796
Eastover Investment Advisors
North Carolina
$777K -$7.64K -131 -1%
LWMM
797
Legacy Wealth Management (Mississippi)
Mississippi
$776K – – –
WS
798
Wedbush Securities
California
$772K +$228K +3,915 +42%
PI
799
Pettee Investors
Connecticut
$770K – – –
SACTSONJ
800
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$765K – – –
30 31
32
33 34