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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 %
IRAG
1101
Investment Research & Advisory Group
Georgia
$201K -$451K -9,406 -69%
NC
1102
NovaPoint Capital
Georgia
$201K +$201K +4,185 New
MCM
1103
MAI Capital Management
Ohio
$201K +$201K +4,187 New
CM
1104
Capital Management
Virginia
$201K +$201K +4,200 New
AF
1105
Advisornet Financial
Minnesota
$200K +$6.94K +145 +4%
CHA
1106
Carmichael Hill & Associates
Maryland
$197K +$8.69K +181 +5%
MCA
1107
Mercer Capital Advisers
New Jersey
$196K – – –
PFGIA
1108
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$79.5K +1,659 +71%
DOA
1109
D'Orazio & Associates
Virginia
$187K – – –
BWA
1110
Burt Wealth Advisors
Maryland
$186K -$76.9K -1,600 -29%
S
1111
Seeyond
France
$178K -$1.01K -21 -0.6%
BG
1112
Bollard Group
Massachusetts
$176K – – –
NFG
1113
Next Financial Group
Texas
$173K +$69K +1,438 +66%
SFO
1114
Standard Family Office
South Dakota
$173K +$173K +3,609 New
WEC
1115
Winslow Evans & Crocker
Massachusetts
$169K +$8K +167 +5%
MRCM
1116
M&R Capital Management
New Jersey
$166K – – –
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$166K +$166K +3,457 New
AAP
1118
Arax Advisory Partners
Colorado
$164K – – –
GI
1119
Gradient Investments
Minnesota
$153K -$3.46K -91 -2%
CFD
1120
Creative Financial Designs
Indiana
$152K +$96 +2 +0.1%
GWMIA
1121
Global Wealth Management Investment Advisory
Florida
$150K +$959 +20 +0.6%
PG
1122
Proffitt & Goodson
Tennessee
$144K -$26K -542 -15%
CIR
1123
Clear Investment Research
Georgia
$144K – – –
LGA
1124
Lebenthal Global Advisors
New York
$143K +$143K +2,985 New
LWCFA
1125
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K -$29.6K -615 -19%
43 44
45
46 47