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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 %
LWA
1126
Lenox Wealth Advisors
New York
$129K – – –
HIA
1127
Harbor Investment Advisory
Maryland
$129K +$22.9K +477 +22%
EIP
1128
Ellis Investment Partners
Pennsylvania
$125K +$719 +15 +0.6%
PWA
1129
Phoenix Wealth Advisors
North Carolina
$124K +$124K +2,586 New
GCM
1130
Gables Capital Management
Florida
$121K – – –
FDCDDQ
1131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$96.2K +2,006 +400%
CM
1132
Caption Management
Oklahoma
$119K -$167K -3,500 -58%
AWA
1133
Arkadios Wealth Advisors
Georgia
$118K +$25.8K +540 +28%
FHC
1134
First Horizon Corporation
Tennessee
$117K +$28.6K +597 +32%
JWM
1135
Janiczek Wealth Management
Colorado
$116K – – –
VCM
1136
Versant Capital Management
Arizona
$114K +$143 +3 +0.1%
RWA
1137
Ropes Wealth Advisors
Massachusetts
$112K -$1.15K -24 -1%
NEAM
1138
New England Asset Management
Connecticut
$112K – – –
AF
1139
Arrow Financial
New York
$109K – – –
SN
1140
Sittner & Nelson
Oregon
$104K +$104K +2,175 New
FF
1141
FourThought Financial
Florida
$103K +$103K +2,155 New
SCM
1142
Silvant Capital Management
Georgia
$98K – – –
IAIM
1143
International Assets Investment Management
Florida
$97K +$97K +2,561 New
MCM
1144
MV Capital Management
Maryland
$96K – – –
CI
1145
CX Institutional
Indiana
$94K -$285 -6 -0.3%
IAS
1146
IMA Advisory Services
Colorado
$94K – – –
FRA
1147
Front Row Advisors
California
$91K – – –
BCA
1148
Berman Capital Advisors
Georgia
$89K +$4.83K +102 +6%
MMG
1149
Monetary Management Group
Missouri
$88K – – –
BSSFA
1150
Baron Silver Stevens Financial Advisors
Florida
$87K +$87K +1,830 New
44 45
46
47 48