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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 %
RPA
1076
Rock Point Advisors
Vermont
$220K +$220K +4,600 New
AWM
1077
Aevitas Wealth Management
Massachusetts
$219K +$219K +4,559 New
KCM
1078
Kathmere Capital Management
Pennsylvania
$218K +$4.23K +88 +2%
SFG
1079
Summit Financial Group
West Virginia
$218K +$218K +4,549 New
QT
1080
Quantamental Technologies
New York
$217K +$217K +4,521 New
HAIM
1081
Hunter Associates Investment Management
Pennsylvania
$217K +$217K +4,530 New
CWM
1082
Curi Wealth Management
North Carolina
$217K +$217K +4,540 New
SG
1083
StoneX Group
New York
$216K +$216K +4,506 New
KA
1084
Klingman & Associates
New York
$216K +$216K +4,508 New
AWA
1085
ARS Wealth Advisors
Florida
$216K +$216K +4,517 New
LC
1086
Lindbrook Capital
California
$214K +$48K +1,000 +29%
SIMM
1087
Stillwater Investment Management (Minnesota)
Minnesota
$211K +$211K +4,403 New
GWS
1088
Glassman Wealth Services
Virginia
$210K +$19.3K +403 +10%
SBL
1089
Sargent Bickham Lagudis
Colorado
$210K +$50.6K +1,056 +32%
CISOA
1090
Capital Investment Services of America
Wisconsin
$210K +$210K +4,377 New
BA
1091
Bristlecone Advisors
Washington
$210K +$210K +4,391 New
DAS
1092
Dynamic Advisor Solutions
Arizona
$209K +$209K +4,362 New
IWA
1093
Intercontinental Wealth Advisors
Texas
$208K +$208K +4,336 New
RPWA
1094
Regent Peak Wealth Advisors
Georgia
$208K +$208K +4,340 New
MFW
1095
Meristem Family Wealth
Minnesota
$207K -$33.5K -982 -14%
NPF
1096
Norris Perne & French
Michigan
$206K +$206K +4,300 New
RIL
1097
Rothschild Investment LLC
Illinois
$205K -$96K -2,000 -32%
AM
1098
Atwater Malick
Pennsylvania
$205K +$205K +4,274 New
WI
1099
Wedgewood Investors
Pennsylvania
$204K +$204K +4,247 New
SWIG
1100
Strategic Wealth Investment Group
Kentucky
$203K +$203K +4,231 New
42 43
44
45 46