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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 %
FA
926
FMA Advisory
Pennsylvania
$365K -$86.9K -1,815 -19%
CIC
927
Cornercap Investment Counsel
Georgia
$362K -$3.25M -57,759 -90%
SEIA
928
Signature Estate & Investment Advisors
California
$360K +$3.17K +66 +0.9%
AssetMark Inc
929
AssetMark Inc
California
$360K +$65.6K +1,368 +22%
JSC
930
Jackson Square Capital
California
$360K +$351K +7,323 +4,068%
CCP
931
Cassia Capital Partners
North Carolina
$360K +$360K +7,511 New
DWM
932
Doyle Wealth Management
Florida
$359K +$65.4K +1,366 +22%
CNAM
933
Campbell Newman Asset Management
Wisconsin
$355K -$710K -14,827 -67%
NGA
934
Naples Global Advisors
Florida
$355K -$27.3K -569 -7%
SAA
935
Southeast Asset Advisors
Georgia
$355K – – –
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$355K +$355K +7,413 New
BWM
937
BT Wealth Management
Georgia
$352K -$43.2K -900 -11%
MW
938
MBL Wealth
North Carolina
$352K +$352K +7,341 New
VIA
939
Vident Investment Advisory
Georgia
$351K +$43.7K +913 +14%
RPG
940
Resource Planning Group
Georgia
$350K – – –
SVWAG
941
Sound View Wealth Advisors Group
Georgia
$348K -$15.8K -330 -4%
WSCM
942
Wellington Shields Capital Management
New York
$347K -$9.57K -200 -3%
APG
943
Abacus Planning Group
South Carolina
$346K – – –
CAM
944
Cozad Asset Management
Illinois
$346K +$8.86K +185 +3%
FAIM
945
Financial Advocates Investment Management
Washington
$346K +$13K +272 +4%
PH
946
Pinnacle Holdings
Oklahoma
$346K -$2.92K -61 -0.8%
SW
947
SVB Wealth
Massachusetts
$345K -$44.4K -924 -11%
SPC
948
Sigma Planning Corp
Michigan
$345K -$20.7K -433 -6%
SHA
949
Seneca House Advisors
Virginia
$344K -$29.6K -618 -8%
CCM
950
Coldstream Capital Management
Washington
$343K +$55.7K +1,162 +19%
36 37
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