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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 %
FPB
1151
First PREMIER Bank
South Dakota
$86K – – –
AF
1152
Allworth Financial
California
$86K +$2.44K +51 +3%
CYG
1153
Clean Yield Group
Vermont
$83K – – –
HWM
1154
Holloway Wealth Management
Florida
$82K -$65K – –
COCM
1155
Charter Oak Capital Management
New Hampshire
$79K +$79K +1,653 New
VRM
1156
Vectors Research Management
New York
$72K +$13.1K +274 +22%
CFO
1157
CVA Family Office
Colorado
$71K -$6.46K -135 -8%
AWM
1158
AllSquare Wealth Management
New York
$68K – – –
BWM
1159
BerganKDV Wealth Management
Minnesota
$68K +$2.7K +56 +4%
MIM
1160
Macroview Investment Management
Maryland
$67K – – –
MWP
1161
Meridian Wealth Partners
Pennsylvania
$64K +$23.1K +482 +56%
HR
1162
Howe & Rusling
New York
$63K +$27.8K +579 +79%
CCA
1163
Childress Capital Advisors
Texas
$63K +$63K +1,321 New
SCM
1164
Sirios Capital Management
Massachusetts
$62K -$38.7K -805 -38%
CFG
1165
CKW Financial Group
Hawaii
$62K -$14.3K -300 -19%
HCM
1166
Highlander Capital Management
New Jersey
$61K – – –
LFG
1167
Larson Financial Group
Missouri
$60K +$1.2K +25 +2%
WWM
1168
Wolff Wiese Magana
California
$60K +$60K +1,245 New
EI
1169
Ellevest Inc
New York
$57K -$95.4K -1,997 -63%
MA
1170
MUFG Americas
New York
$55K -$20K -414 -27%
TPWA
1171
TRUE Private Wealth Advisors
Oregon
$55K -$1.85K -39 -3%
TWA
1172
TCI Wealth Advisors
Arizona
$55K +$10.1K +209 +22%
FFC
1173
First Financial Corp
Indiana
$53K – – –
FPCG
1174
Fort Pitt Capital Group
Pennsylvania
$50K +$50K +1,052 New
KTC
1175
Kistler-Tiffany Companies
Pennsylvania
$49K -$18.6K -384 -27%
45 46
47
48 49