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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 %
BAS
826
Brown Advisory Securities
Maryland
$505K -$110K -2,294 -18%
FA
827
Faithward Advisors
Pennsylvania
$504K – – –
GRQ
828
Gardner Russo & Quinn
Pennsylvania
$504K +$2.45K +51 +0.5%
ESB
829
Essex Savings Bank
Connecticut
$502K -$9.19K -192 -2%
CAM
830
Covenant Asset Management
New Jersey
$502K +$158K +3,289 +46%
CC
831
Centiva Capital
New York
$501K -$296K -6,187 -37%
BP
832
Ballentine Partners
Massachusetts
$496K -$70.4K -1,469 -12%
TW
833
Transform Wealth
Colorado
$494K -$1.19M -24,789 -71%
GIA
834
Gateway Investment Advisers
Ohio
$493K -$49.4K -1,031 -9%
NB
835
Nicolet Bankshares
Wisconsin
$492K – – –
MPIA
836
Mountain Pacific Investment Advisers
Idaho
$492K +$5.27K +110 +1%
LIP
837
Liontrust Investment Partners
United Kingdom
$491K +$491K +10,249 New
WA
838
WealthTrust Axiom
Pennsylvania
$491K +$48 +1 +0%
RIA
839
Realta Investment Advisors
Delaware
$490K -$5.75K -120 -1%
RCM
840
Radnor Capital Management
Pennsylvania
$490K +$9.3K +194 +2%
GT
841
Greenleaf Trust
Michigan
$487K +$50.9K +1,063 +12%
CIC
842
Carnegie Investment Counsel
Ohio
$485K – – –
ECG
843
Edge Capital Group
Georgia
$484K -$206K -4,293 -30%
EHWM
844
Eads & Heald Wealth Management
Georgia
$482K -$191K -3,982 -28%
PCA
845
Personal Capital Advisors
California
$482K +$16.4K +342 +4%
SC
846
Savant Capital
Illinois
$481K -$21.1K -440 -4%
FA
847
Fiducient Advisors
Illinois
$480K – – –
AAI
848
American Assets Inc
California
$479K +$479K +10,000 New
FQ
849
First Quadrant
California
$477K -$184K -3,839 -28%
BHWM
850
Bay Harbor Wealth Management
Maryland
$476K – – –
32 33
34
35 36