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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 %
NJBEST
951
New Jersey Better Educational Savings Trust
New Jersey
$341K – – –
SAMT
952
Select Asset Management & Trust
Pennsylvania
$340K +$340K +7,097 New
MYLI
953
Meiji Yasuda Life Insurance
Japan
$339K -$451K -9,402 -57%
ST
954
Smithfield Trust
Pennsylvania
$339K +$5.56K +116 +2%
HAG
955
HighPoint Advisor Group
Illinois
$339K +$81.3K +1,522 +32%
SP
956
Successful Portfolios
Florida
$338K -$16.4K -342 -5%
1SB
957
1ST Source Bank
Indiana
$336K +$50.4K +1,052 +18%
MBT
958
Montecito Bank & Trust
California
$335K +$24.8K +517 +8%
PFWA
959
Paces Ferry Wealth Advisors
Georgia
$333K +$94.5K +1,970 +40%
BA
960
Ballew Advisors
Mississippi
$330K – – –
PFBT
961
Parkside Financial Bank & Trust
Missouri
$330K +$34K +710 +12%
HFBOT
962
Home Federal Bank of Tennessee
Tennessee
$329K – – –
BCM
963
Brookstone Capital Management
Illinois
$328K -$66.3K -1,383 -17%
ACM
964
AUA Capital Management
Pennsylvania
$328K -$96 -2 -0%
MAFM
965
Mid Atlantic Financial Management
Pennsylvania
$328K +$6.52K +136 +2%
Fisher Asset Management
966
Fisher Asset Management
Washington
$327K +$327K +6,830 New
WWM
967
Wagner Wealth Management
South Carolina
$325K +$325K +6,780 New
CCA
968
Cadent Capital Advisors
Oklahoma
$325K +$325K +6,789 New
GLA
969
Good Life Advisors
Pennsylvania
$324K -$967K -20,126 -75%
HSA
970
HBK Sorce Advisory
Pennsylvania
$324K -$1.44K -30 -0.4%
NP
971
NorthRock Partners
Minnesota
$324K +$2.25K +47 +0.7%
FMWA
972
Forvis Mazars Wealth Advisors
Missouri
$323K +$9.79K +204 +3%
PBO
973
Peoples Bank (Ohio)
Ohio
$322K -$13.3K -278 -4%
SFS
974
Sowell Financial Services
Arkansas
$321K -$18.2K -380 -5%
FLPIM
975
F.L. Putnam Investment Management
Massachusetts
$321K +$30.9K +645 +11%
37 38
39
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