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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 %
HFS
1001
Horizon Financial Services
North Carolina
$288K – – –
TW
1002
TrinityPoint Wealth
Connecticut
$287K -$3.27K -65 -1%
BC
1003
Bridgefront Capital
Texas
$286K +$286K +5,969 New
RF
1004
Rollins Financial
Georgia
$286K +$286K +5,974 New
EWM
1005
Evermay Wealth Management
Virginia
$285K -$128K -2,669 -31%
HWA
1006
HHM Wealth Advisors
Tennessee
$285K – – –
FHA
1007
Flagship Harbor Advisors
Massachusetts
$284K +$51.7K +1,078 +22%
PI
1008
Putnam Investments
Massachusetts
$281K -$115K -2,389 -29%
CWG
1009
Cornerstone Wealth Group
North Carolina
$281K +$10.7K +223 +4%
AFA
1010
Arlington Financial Advisors
California
$280K – – –
CWP
1011
Curated Wealth Partners
California
$280K +$280K +5,840 New
OIA
1012
OneDigital Investment Advisors
Kansas
$279K +$16.8K +351 +6%
NIM
1013
NuWave Investment Management
New Jersey
$279K +$264K +5,516 +1,779%
SMA
1014
Sage Mountain Advisors
Georgia
$279K +$279K +5,829 New
PCMK
1015
Paragon Capital Management (Kansas)
Kansas
$278K -$5.13K -107 -2%
MHC
1016
Meyer Handelman Company
New York
$278K – – –
P
1017
&Partners
Tennessee
$276K +$21.5K +449 +8%
EIA
1018
Edgemoor Investment Advisors
Maryland
$274K -$129K -2,700 -32%
DWT
1019
Dorsey & Whitney Trust
South Dakota
$274K +$4.56K +95 +2%
JLBC
1020
J.L. Bainbridge & Co
Florida
$274K +$274K +5,708 New
IA
1021
Insight Advisors
Pennsylvania
$274K +$274K +5,715 New
FCB
1022
First Command Bank
Texas
$273K +$22.3K +467 +9%
FCFS
1023
First Command Financial Services
Texas
$273K +$22.3K +467 +9%
SFA
1024
Stewardship Financial Advisors
Georgia
$272K – – –
TFA
1025
Toth Financial Advisory
Virginia
$272K +$49.2K +1,028 +22%
39 40
41
42 43