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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 %
GL
1026
Graypoint LLC
New York
$269K +$269K +5,604 New
MAG
1027
Mayfair Advisory Group
Alabama
$268K – – –
MS
1028
Maven Securities
Jersey
$267K +$267K +5,571 New
HFM
1029
Hartford Financial Management
Connecticut
$266K – – –
HCM
1030
Hollencrest Capital Management
California
$265K – – –
GLA
1031
Great Lakes Advisors
Illinois
$263K +$263K +5,483 New
Two Sigma Advisers
1032
Two Sigma Advisers
New York
$262K -$28.8K -600 -10%
VWA
1033
Visionary Wealth Advisors
Illinois
$262K +$262K +5,468 New
DK
1034
Darrell & King
Virginia
$262K +$262K +5,473 New
WPC
1035
White Pine Capital
Minnesota
$261K -$52.7K -1,100 -17%
PWLP
1036
Prio Wealth Limited Partnership
Massachusetts
$261K – – –
GB
1037
Goepper Burkhardt
South Carolina
$261K +$261K +5,451 New
CIBC World Market
1038
CIBC World Market
Ontario, Canada
$260K -$12.6K -264 -5%
BP
1039
BBR Partners
New York
$260K +$622 +13 +0.2%
AWAP
1040
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K +$256K +5,346 New
LI
1041
Lafayette Investments
Maryland
$254K – – –
CSWG
1042
Cardinal Strategic Wealth Guidance
Kentucky
$254K – – –
MW
1043
Marcum Wealth
Ohio
$254K +$254K +5,310 New
TAM
1044
Tocqueville Asset Management
New York
$253K -$2.25K -47 -0.9%
PMG
1045
ProVise Management Group
Florida
$253K +$253K +5,275 New
HI
1046
Hudock Inc
Pennsylvania
$250K +$169K +3,540 +209%
GEA
1047
Glen Eagle Advisors
New Jersey
$249K -$3.16K -66 -1%
OC
1048
Oakworth Capital
Alabama
$248K +$43.1K +901 +21%
ZB
1049
Zions Bancorporation
Utah
$248K +$102K +2,136 +70%
ACP
1050
Aviance Capital Partners
Florida
$248K +$248K +5,180 New
40 41
42
43 44