TFC icon

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 %
SFG
926
SevenBridge Financial Group
Pennsylvania
$503K -$711K -12,194 -59%
APA
927
Allegiant Private Advisors
Florida
$497K +$2.33K +40 +0.5%
CG
928
Caprock Group
Idaho
$495K +$7K +120 +1%
KC
929
Kingfisher Capital
North Carolina
$492K -$43.3K -743 -8%
NP
930
NorthRock Partners
Minnesota
$490K +$95.5K +1,636 +24%
BB
931
Busey Bank
Illinois
$489K -$12K -206 -2%
BCM
932
Birmingham Capital Management
Alabama
$487K -$58.4K -1,000 -11%
WA
933
WBH Advisory
Maryland
$485K -$7.06K -121 -1%
PCP
934
Proficio Capital Partners
Massachusetts
$482K +$482K +8,259 New
MBT
935
Montecito Bank & Trust
California
$480K +$72.2K +1,239 +18%
CFMC
936
Curbstone Financial Management Corp
New Hampshire
$479K -$24K -412 -5%
T
937
TRUADVICE
Florida
$477K +$108K +1,810 +29%
VFA
938
Valeo Financial Advisors
Indiana
$476K +$9.69K +166 +2%
ADL
939
Asset Dedication LLC
California
$473K -$171K -2,938 -27%
HWAM
940
Hennion & Walsh Asset Management
New Jersey
$473K +$473K +8,114 New
AW
941
ACG Wealth
Georgia
$469K +$23.8K +408 +5%
BL
942
Balentine LLC
Georgia
$467K +$19.5K +334 +4%
CCA
943
Cobblestone Capital Advisors
New York
$467K +$173K +2,965 +59%
CLOS
944
Compagnie Lombard Odier SCmA
Switzerland
$467K +$175K +3,000 +60%
MMPW
945
Mitchell McLeod Pugh & Williams
Alabama
$463K +$2.86K +49 +0.6%
BMC
946
Benin Management Corp
Connecticut
$461K +$350 +6 +0.1%
DSN
947
D. Scott Neal
Kentucky
$460K – – –
LOAMS
948
Lombard Odier Asset Management (Switzerland)
Switzerland
$457K +$457K +7,835 New
JG
949
Jefferies Group
New York
$455K -$29.7K -510 -6%
MW
950
MBL Wealth
North Carolina
$453K +$25.1K +431 +6%
36 37
38
39 40