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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 %
TIA
1101
Tiemann Investment Advisors
California
$280K -$17.5K -300 -6%
ECML
1102
Eagle Capital Management (Louisiana)
Louisiana
$280K +$280K +4,798 New
T
1103
TOBAM
France
$277K – – –
MF
1104
Manchester Financial
California
$277K – – –
NPF
1105
Norris Perne & French
Michigan
$272K +$20.9K +357 +8%
ATPW
1106
Ashton Thomas Private Wealth
Arizona
$271K +$271K +4,647 New
SLWS
1107
Swaine & Leidel Wealth Services
Florida
$270K -$3.2K -55 -1%
XF
1108
XML Financial
Maryland
$269K -$8.5K -146 -3%
RPA
1109
Rock Point Advisors
Vermont
$268K – – –
EM
1110
Excalibur Management
Massachusetts
$268K – – –
PA
1111
Probity Advisors
Texas
$268K +$268K +4,591 New
AWM
1112
Aevitas Wealth Management
Massachusetts
$267K +$759 +13 +0.3%
NIM
1113
NuWave Investment Management
New Jersey
$266K -$73.2K -1,257 -22%
WJWM
1114
Williams Jones Wealth Management
New York
$266K +$266K +4,564 New
SFG
1115
Summit Financial Group
West Virginia
$265K – – –
AWA
1116
ARS Wealth Advisors
Florida
$265K +$1.58K +27 +0.6%
SG
1117
StoneX Group
New York
$265K +$2.39K +41 +0.9%
BAM
1118
Berkshire Asset Management
Pennsylvania
$264K -$5.77K -99 -2%
LC
1119
Lindbrook Capital
California
$263K +$3.32K +57 +1%
GWS
1120
Glassman Wealth Services
Virginia
$260K +$4.32K +74 +2%
MFS
1121
Mirabella Financial Services
United Kingdom
$260K +$260K +4,466 New
PP
1122
Patron Partners
Texas
$259K -$13.4K -231 -5%
HAIM
1123
Hunter Associates Investment Management
Pennsylvania
$259K -$5.13K -88 -2%
SIMM
1124
Stillwater Investment Management (Minnesota)
Minnesota
$259K +$1.99K +34 +0.8%
GBT
1125
Grove Bank & Trust
Florida
$259K +$259K +4,435 New
43 44
45
46 47