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Truist Financial
TFC

Overview Fund Activity

1,369 hedge funds and large institutions have $57.3B invested in Truist Financial in 2021 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 556 increasing their positions, 464 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+82
Holders Change %
+6.37%
% of All Funds
24.11%
Holding in Top 10
31
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+29.17%
% of All Funds
0.55%
New
152
Increased
556
Reduced
464
Closed
62
Calls
$316M
Puts
$169M
Net Calls
+$146M
Net Calls Change
+$86.9M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
$354M
2
BlackRock
BlackRock
New York
$5.43B
3
State Street
State Street
Massachusetts
$3.61B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
5
Bank of America
Bank of America
North Carolina
$2.83B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$3.21B
2
Dodge & Cox
Dodge & Cox
California
$989M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.56B
4
Franklin Resources
Franklin Resources
California
$721M
5
SCCM
Schafer Cullen Capital Management
New York
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
1076
Flagship Harbor Advisors
Massachusetts
$312K -$33.6K -575 -10%
MKA
1077
M. Kulyk & Associates
Georgia
$312K +$312K +5,358 New
CF
1078
Centaurus Financial
California
$311K -$51.7K -888 -14%
LI
1079
Lafayette Investments
Maryland
$309K – – –
TAM
1080
Tocqueville Asset Management
New York
$309K +$876 +15 +0.3%
PIMG
1081
Patriot Investment Management Group
Tennessee
$309K +$309K +5,311 New
PMG
1082
ProVise Management Group
Florida
$308K – – –
PCTC
1083
Perkins Coie Trust Company
Washington
$300K -$1.58M -27,104 -84%
OC
1084
Oakworth Capital
Alabama
$300K -$2.86K -49 -0.9%
YWP
1085
YorkBridge Wealth Partners
New York
$297K – – –
LSPW
1086
Lake Street Private Wealth
Illinois
$297K +$297K +5,088 New
SWA
1087
Sutton Wealth Advisors
Florida
$295K +$642 +11 +0.2%
LOAME
1088
Lombard Odier Asset Management (Europe)
United Kingdom
$294K -$503K -8,626 -63%
AIP
1089
Almanack Investment Partners
Pennsylvania
$293K +$7.76K +133 +3%
HFP
1090
Holistic Financial Partners
Indiana
$293K +$22K +378 +8%
SA
1091
Stewardship Advisors
Pennsylvania
$292K – – –
WDC
1092
Woodward Diversified Capital
California
$291K +$291K +4,990 New
HR
1093
Hayden Royal
North Carolina
$290K +$290K +4,964 New
HA
1094
HC Advisors
Georgia
$289K +$175 +3 +0.1%
AW
1095
Alaethes Wealth
Nevada
$288K +$288K +4,943 New
JLBC
1096
J.L. Bainbridge & Co
Florida
$287K -$45.8K -785 -14%
ECM
1097
Evergreen Capital Management
Washington
$285K +$285K +4,892 New
OPA
1098
Old Port Advisors
Maine
$283K +$283K +4,847 New
KPW
1099
Kore Private Wealth
New York
$281K +$281K +4,823 New
VWA
1100
Visionary Wealth Advisors
Illinois
$280K -$38.6K -663 -12%
42 43
44
45 46