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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 %
LWP
801
Lumature Wealth Partners
Georgia
$576K +$576K +12,024 New
WCAMG
802
Woodard & Company Asset Management Group
North Carolina
$575K -$3.21K -67 -0.6%
FAM
803
Formidable Asset Management
Ohio
$570K – – –
CGL
804
Clarius Group LLC
Washington
$570K +$39K +812 +7%
CPSAC
805
Chas P. Smith & Associates (CPS)
Florida
$567K +$192 +4 +0%
MAM
806
Meeder Asset Management
Ohio
$566K -$2.28M -47,556 -80%
GC
807
Gratus Capital
Georgia
$565K -$21.2K -442 -4%
SWM
808
Sculati Wealth Management
Michigan
$559K – – –
AII
809
AGF Investments Inc
Ontario, Canada
$557K – – –
MSFS
810
Main Street Financial Solutions
Pennsylvania
$555K +$555K +11,577 New
SJL
811
Shayne & Jacobs LLC
Tennessee
$537K – – –
PL
812
Parthenon LLC
Kentucky
$533K – – –
MWM
813
Marietta Wealth Management
Georgia
$532K – – –
ADL
814
Asset Dedication LLC
California
$528K -$4.68K -98 -0.9%
TI
815
Trexquant Investment
Connecticut
$527K -$3.08M -64,249 -85%
AAM
816
Augustine Asset Management
Florida
$527K -$59.3K -1,238 -10%
EH
817
Equitable Holdings
New York
$522K -$6.42K -134 -1%
MGWM
818
Marks Group Wealth Management
Minnesota
$522K -$2.01K -42 -0.4%
AWMT
819
AAFMAA Wealth Management & Trust
North Carolina
$519K +$519K +10,832 New
SMM
820
Stadion Money Management
Georgia
$517K – – –
JAM
821
Jupiter Asset Management
United Kingdom
$517K +$517K +10,774 New
AWM
822
Altavista Wealth Management
North Carolina
$514K -$6.38K -133 -1%
CCA
823
Checchi Capital Advisers
California
$508K -$1.44K -30 -0.3%
CIC
824
Crawford Investment Counsel
Georgia
$507K +$10.6K +222 +2%
NSB
825
Norway Savings Bank
Maine
$506K +$24.9K +519 +5%
31 32
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