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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 %
PWM
1051
PBMares Wealth Management
Virginia
$244K -$24.2K -505 -9%
TIA
1052
Tiemann Investment Advisors
California
$244K -$10.4K -218 -4%
YWP
1053
YorkBridge Wealth Partners
New York
$244K +$244K +5,093 New
SWA
1054
Sutton Wealth Advisors
Florida
$242K +$1.05K +22 +0.4%
CCA
1055
Cobblestone Capital Advisors
New York
$242K -$27.2K -566 -10%
WCA
1056
Windsor Creek Advisors
Vermont
$240K -$30.6K -638 -11%
CLOS
1057
Compagnie Lombard Odier SCmA
Switzerland
$240K -$17.3K -360 -7%
SA
1058
Stewardship Advisors
Pennsylvania
$240K -$9.58K -200 -4%
TI
1059
Tidal Investments
Wisconsin
$237K +$237K +4,944 New
HA
1060
HC Advisors
Georgia
$237K +$237K +4,952 New
AIP
1061
Almanack Investment Partners
Pennsylvania
$234K +$16.7K +349 +8%
XF
1062
XML Financial
Maryland
$229K +$229K +4,767 New
T
1063
TOBAM
France
$228K +$50K +1,043 +28%
MF
1064
Manchester Financial
California
$227K – – –
MIA
1065
MainStreet Investment Advisors
Illinois
$227K +$227K +4,727 New
RW
1066
Rede Wealth
Virginia
$227K +$227K +30,404 New
III
1067
Independent Investors Inc
New York
$226K -$205K -4,272 -48%
PP
1068
Patron Partners
Texas
$225K +$225K +4,688 New
SLWS
1069
Swaine & Leidel Wealth Services
Florida
$225K +$225K +4,693 New
GCP
1070
GSA Capital Partners
United Kingdom
$225K +$225K +4,700 New
PCG
1071
Private Capital Group
Connecticut
$224K -$26.4K -551 -11%
HFP
1072
Holistic Financial Partners
Indiana
$223K +$223K +4,651 New
BAM
1073
Berkshire Asset Management
Pennsylvania
$222K +$222K +4,629 New
AA
1074
AlphaMark Advisors
Kentucky
$221K -$5.13K -107 -2%
EM
1075
Excalibur Management
Massachusetts
$220K +$220K +4,593 New
41 42
43
44 45