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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 %
CWM
876
Cahaba Wealth Management
Georgia
$443K +$45.3K +887 +11%
QCM
877
Quest Capital Management
Texas
$442K +$1.34K +28 +0.3%
JIC
878
Johnson Investment Counsel
Ohio
$441K +$8.28K +173 +2%
KC
879
Kingfisher Capital
North Carolina
$440K +$1.87K +39 +0.4%
4WM
880
44 Wealth Management
Oregon
$439K +$439K +9,160 New
CIM
881
CIM Investment Management
Pennsylvania
$438K -$7.68K -160 -2%
ARMC
882
American Research & Management Company
Massachusetts
$437K – – –
LSAG
883
Lake Street Advisors Group
New Hampshire
$437K +$1.77K +37 +0.4%
WA
884
WBH Advisory
Maryland
$436K -$36K -697 -8%
1WA
885
180 Wealth Advisors
Washington
$434K +$157K +3,019 +57%
HL
886
HeadInvest LLC
Maine
$431K +$431K +9,001 New
XWM
887
Xcel Wealth Management
Florida
$429K – – –
QPWM
888
Quadrant Private Wealth Management
Pennsylvania
$428K -$21.7K -452 -5%
FSA
889
Fort Sheridan Advisors
Illinois
$428K +$67.6K +1,411 +19%
BPA
890
Beacon Pointe Advisors
California
$428K +$143K +2,978 +50%
FPS
891
Fieldpoint Private Securities
Connecticut
$428K +$151K +3,153 +55%
AWG
892
Altus Wealth Group
Colorado
$426K +$426K +8,882 New
IFWM
893
Institute for Wealth Management
Colorado
$425K +$32.7K +683 +8%
TAM
894
Trust Asset Management
Texas
$423K +$96K +2,004 +29%
NB
895
NBT Bank
New York
$421K +$421K +8,800 New
HH
896
Hilltop Holdings
Texas
$419K -$328K -6,841 -44%
OAM
897
Optimal Asset Management
California
$419K +$959 +20 +0.2%
AL
898
Aspiriant LLC
California
$415K -$31.9K -666 -7%
CFMC
899
Curbstone Financial Management Corp
New Hampshire
$413K -$149K -3,108 -27%
BB
900
Busey Bank
Illinois
$412K -$224K -4,665 -35%
34 35
36
37 38