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Truist Financial

1,292 hedge funds and large institutions have $47.9B invested in Truist Financial in 2020 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 457 increasing their positions, 475 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 60

85% more funds holding in top 10

Funds holding in top 10: 1324 (+11)

36% more call options, than puts

Call options by funds: $222M | Put options by funds: $163M

28% more capital invested

Capital invested by funds: $37.5B → $47.9B (+$10.4B)

11% more funds holding

Funds holding: 1,1601,292 (+132)

0.26% less ownership

Funds ownership: 73.23%72.97% (-0.26%)

4% less repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 475

Holders
1,292
Holders Change
+132
Holders Change %
+11.38%
% of All Funds
22.86%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.42%
New
208
Increased
457
Reduced
475
Closed
60
Calls
$222M
Puts
$163M
Net Calls
+$59.4M
Net Calls Change
-$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
76
Regions Financial Corp
Alabama
$65.5M -$717K -15,827 -1%
DLA
77
Douglas Lane & Associates
New York
$64.8M -$5.2M -114,813 -8%
PP
78
Prudential plc
United Kingdom
$63.4M -$39.2M -865,951 -40%
Millennium Management
79
Millennium Management
New York
$63M +$33.2M +732,366 +126%
Prudential Financial
80
Prudential Financial
New Jersey
$62.4M -$2.38M -52,501 -4%
DC
81
Davenport & Co
Virginia
$61M +$42.7M +944,090 +288%
Luther King Capital Management (LKCM)
82
Luther King Capital Management (LKCM)
Texas
$60M +$111K +2,441 +0.2%
FWCM
83
Ferguson Wellman Capital Management
Oregon
$58.8M +$13.1M +288,424 +31%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$58.7M +$9.18M +202,856 +20%
MSV
85
MN Services Vermogensbeheer
Netherlands
$56.7M +$892K +19,700 +2%
Public Sector Pension Investment Board (PSP Investments)
86
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$55.3M +$4.58M +101,110 +10%
Canada Life
87
Canada Life
Manitoba, Canada
$54.8M +$14.3M +316,101 +38%
EIC
88
Equity Investment Corp
Georgia
$54.5M -$3.94M -87,128 -7%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$54.4M -$2.01M -44,451 -4%
CWM
90
CIBC World Markets
New York
$52.1M +$27.7M +612,914 +129%
HA
91
Homestead Advisers
Virginia
$51.6M +$48.7M +1,076,200 New
Chevy Chase Trust
92
Chevy Chase Trust
Maryland
$50.2M -$1.28M -28,168 -3%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$49.7M -$4.65M -102,802 -9%
First Trust Advisors
94
First Trust Advisors
Illinois
$48.9M +$1.23M +27,123 +3%
Royal London Asset Management
95
Royal London Asset Management
United Kingdom
$46M +$2.9M +64,058 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$43.9M +$41.4M +914,784 +58,118%
SO
97
STRS Ohio
Ohio
$43.4M -$1.57M -34,599 -4%
CB
98
Commerce Bank
Missouri
$42.1M -$1.22M -26,971 -3%
NC
99
Nicholas Company
Wisconsin
$41.9M -$4.53K -100 -0%
TBC
100
Tweedy, Browne Co
Connecticut
$41.6M +$17.6M +388,973 +81%

TFC Hedge Fund Activity: Q4 2020 in Review

1,292 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2020, worth a combined $47.9B — up 28% from $37.5B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new TFC positions and 60 closed out — a net gain of 148 holders — while 457 added to existing stakes and 475 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $284M. The largest seller was Capital World Investors, cutting an estimated $541M.

  • 1,292 institutional investors held Truist Financial (TFC) as of Q4 2020, up from 1,160 in Q3 2020.
  • Funds reported $47.9B of Truist Financial stock for Q4 2020, up 28% quarter-over-quarter.
  • 208 funds opened new Truist Financial positions in Q4 2020 and 60 closed out, a net change of +148 holders.
  • The largest Truist Financial buyer in Q4 2020 was Diamond Hill Capital Management, an estimated $284M added.
  • The largest Truist Financial seller in Q4 2020 was Capital World Investors, an estimated $541M sold.

Based on aggregated 13F filings for Q4 2020.