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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 %
RMDI
851
R.M. Davis Inc
Maine
$473K +$17.7K +370 +4%
MSA
852
Marino Stram & Associates
Massachusetts
$472K +$179K +3,730 +61%
SBSB
853
Sullivan, Bruyette, Speros & Blaney
Virginia
$469K +$29.1K +608 +7%
SWM
854
Sugarloaf Wealth Management
Georgia
$467K -$7.87K -164 -2%
IA
855
IFG Advisory
Georgia
$467K +$13.4K +279 +3%
PIM
856
Penobscot Investment Management
Massachusetts
$465K -$38.8K -810 -8%
SCM
857
Shelton Capital Management
Colorado
$465K -$15.6K -326 -3%
SBH
858
Segall Bryant & Hamill
Illinois
$463K -$1.1K -23 -0.2%
OWA
859
Outlook Wealth Advisors
Texas
$463K +$22.4K +468 +5%
SFA
860
Sequoia Financial Advisors
Ohio
$462K +$48K +1,002 +12%
IWC
861
Integrated Wealth Concepts
Massachusetts
$461K -$18.7K -389 -4%
GHA
862
GW Henssler & Associates
Georgia
$457K +$67.7K +1,411 +17%
VWA
863
V Wealth Advisors
Kansas
$457K +$457K +9,528 New
BS
864
Boenning & Scattergood
Pennsylvania
$456K -$29.6K -618 -6%
DE
865
Day & Ennis
Georgia
$456K – – –
ANRIA
866
American National Registered Investment Advisor
Texas
$453K – – –
Koshinski Asset Management
867
Koshinski Asset Management
Illinois
$453K +$25K +522 +6%
EMG
868
ETF Managers Group
New Jersey
$451K +$58.1K +1,227 +15%
AWM
869
Altium Wealth Management
New York
$451K +$65.8K +1,371 +17%
BCM
870
Birmingham Capital Management
Alabama
$448K – – –
VPIM
871
Vanguard Personalized Indexing Management
California
$448K +$75K +1,563 +20%
WS
872
Wedbush Securities
California
$447K -$123K -2,555 -22%
BWA
873
BDO Wealth Advisors
Florida
$446K +$24.7K +515 +6%
QIM
874
Quantitative Investment Management
Virginia
$446K +$60.7K +1,270 +16%
Carson Wealth (CWM LLC)
875
Carson Wealth (CWM LLC)
Nebraska
$443K – – –
33 34
35
36 37