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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 %
EH
851
Equitable Holdings
New York
$626K -$8.57K -147 -1%
AWM
852
Altavista Wealth Management
North Carolina
$625K – – –
CIC
853
Carnegie Investment Counsel
Ohio
$617K +$26.7K +458 +5%
S
854
Seeyond
France
$617K +$400K +6,866 +185%
GRQ
855
Gardner Russo & Quinn
Pennsylvania
$616K +$2.39K +41 +0.4%
PCM
856
Penserra Capital Management
California
$616K +$125K +2,152 +25%
CCA
857
Checchi Capital Advisers
California
$614K -$3.56K -61 -0.6%
VCM
858
Virtue Capital Management
Tennessee
$614K +$614K +10,532 New
CIC
859
Crawford Investment Counsel
Georgia
$611K -$5.89K -101 -1%
CAM
860
Covenant Asset Management
New Jersey
$611K – – –
NSB
861
Norway Savings Bank
Maine
$607K -$8.63K -148 -1%
ECG
862
Edge Capital Group
Georgia
$604K +$15.1K +258 +3%
IA
863
IFG Advisory
Georgia
$604K +$36.2K +622 +6%
IWC
864
Integrated Wealth Concepts
Massachusetts
$604K +$43.7K +749 +8%
DAS
865
Dynamic Advisor Solutions
Arizona
$603K +$349K +5,979 +137%
NB
866
Nicolet Bankshares
Wisconsin
$599K – – –
WA
867
WealthTrust Axiom
Pennsylvania
$598K – – –
SFS
868
Sowell Financial Services
Arkansas
$598K +$189K +3,091 +46%
RCM
869
Radnor Capital Management
Pennsylvania
$596K – – –
BAS
870
Brown Advisory Securities
Maryland
$593K -$21.2K -364 -3%
GIA
871
Gateway Investment Advisers
Ohio
$592K -$7.34K -126 -1%
CFO
872
Collective Family Office
Pennsylvania
$592K +$116K +1,995 +24%
CFGS
873
Concourse Financial Group Securities
Alabama
$592K +$213K +3,644 +56%
OWA
874
Outlook Wealth Advisors
Texas
$586K +$22.1K +379 +4%
AWM
875
Altium Wealth Management
New York
$584K +$35.4K +606 +6%
33 34
35
36 37