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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 %
APA
901
Allegiant Private Advisors
Florida
$406K +$406K +8,477 New
PCM
902
Penserra Capital Management
California
$403K +$39.6K +829 +11%
CG
903
Caprock Group
Idaho
$401K -$219K -4,578 -35%
VFP
904
Verus Financial Partners
Virginia
$399K +$53.3K +1,111 +15%
AFM
905
Andesa Financial Management
Pennsylvania
$399K +$61.5K +1,287 +18%
JG
906
Jefferies Group
New York
$398K +$398K +8,312 New
FSA
907
Franklin Street Advisors
North Carolina
$397K +$9.6K +200 +2%
AWE
908
Avidian Wealth Enterprises
Texas
$396K +$10.9K +228 +3%
LCM
909
Laurion Capital Management
New York
$393K +$393K +8,208 New
CFO
910
Collective Family Office
Pennsylvania
$391K +$391K +8,155 New
SL
911
Salomon & Ludwin
Virginia
$390K +$24.1K +503 +7%
LCWP
912
Legacy Capital Wealth Partners
Arkansas
$387K +$387K +8,073 New
LB
913
Leo Brokerage
Texas
$386K -$83.9K -1,751 -18%
VFA
914
Valeo Financial Advisors
Indiana
$383K -$39K -814 -9%
XSC
915
X-Square Capital
Puerto Rico
$383K +$383K +8,000 New
AWM
916
Absher Wealth Management
North Carolina
$382K -$71.5K -1,493 -16%
BMC
917
Benin Management Corp
Connecticut
$379K -$9.59K -200 -2%
FCFC
918
First Commonwealth Financial Corp
Pennsylvania
$378K -$12.7K -265 -3%
DSN
919
D. Scott Neal
Kentucky
$378K -$4.12K -86 -1%
MMPW
920
Mitchell McLeod Pugh & Williams
Alabama
$378K – – –
TMAM
921
Tokio Marine Asset Management
Japan
$378K +$16.7K +349 +5%
BHWM
922
Bar Harbor Wealth Management
New Hampshire
$374K -$5.03K -105 -1%
BL
923
Balentine LLC
Georgia
$368K -$754K -15,739 -67%
SFM
924
Systematic Financial Management
New Jersey
$367K – – –
AW
925
ACG Wealth
Georgia
$366K -$8.2K -171 -2%
35 36
37
38 39