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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 %
BCP
976
Berkeley Capital Partners
Georgia
$320K -$7.47K -156 -2%
AA
977
ALPS Advisors
Colorado
$319K -$9.69K -202 -3%
LRPA
978
L. Roy Papp & Associates
Arizona
$316K – – –
GIA
979
Guyasuta Investment Advisors
Pennsylvania
$316K – – –
IMRF
980
Illinois Municipal Retirement Fund
Illinois
$315K +$188K +3,930 +149%
CFGS
981
Concourse Financial Group Securities
Alabama
$312K -$42.9K -894 -12%
FMLI
982
Fukoku Mutual Life Insurance
Japan
$312K – – –
TAM
983
Townsend Asset Management
North Carolina
$312K +$814 +17 +0.3%
AWM
984
Avior Wealth Management
Nebraska
$311K +$4.39K +92 +1%
SM
985
Sciencast Management
New Jersey
$311K +$311K +6,143 New
FLI
986
Family Legacy Inc
South Carolina
$308K -$7.15K -149 -2%
MFP
987
Meridian Financial Partners
Virginia
$306K – – –
NL
988
NWAM LLC
Washington
$306K +$306K +6,379 New
QCG
989
Quadrant Capital Group
Ohio
$304K -$11.2K -234 -4%
OFG
990
Oxford Financial Group
Indiana
$304K – – –
CIM
991
Contravisory Investment Management
Massachusetts
$302K +$302K +6,302 New
SWMG
992
Strategic Wealth Management Group
Maryland
$301K -$8.29K -173 -3%
RTC
993
Riverview Trust Company
Washington
$301K – – –
CF
994
Centaurus Financial
California
$299K +$4.37K +91 +1%
LIM
995
Loudon Investment Management
New Hampshire
$298K -$62.2K -1,300 -17%
T
996
TRUADVICE
Florida
$298K +$298K +6,149 New
AFS
997
Annapolis Financial Services
Maryland
$298K +$298K +6,215 New
FC
998
Ferris Capital
Massachusetts
$296K +$296K +6,181 New
OAM
999
Occidental Asset Management
California
$294K +$294K +6,143 New
FNBT
1000
FineMark National Bank & Trust
Florida
$290K +$290K +6,054 New
38 39
40
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