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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 %
CRC
1151
Curi RMB Capital
Illinois
$234K +$234K +4,016 New
MHIC
1152
Marble Harbor Investment Counsel
Massachusetts
$233K +$233K +4,000 New
FUBT
1153
First United Bank & Trust
Maryland
$233K +$233K +4,004 New
CHA
1154
Carmichael Hill & Associates
Maryland
$232K -$7.29K -125 -3%
BWP
1155
BSW Wealth Partners
Colorado
$232K +$232K +3,972 New
WTB
1156
Washington Trust Bank
Washington
$232K +$232K +3,981 New
PFGIA
1157
Patriot Financial Group Insurance Agency
Massachusetts
$231K -$2.68K -46 -1%
AC
1158
Athanor Capital
New York
$230K -$718K -12,323 -76%
RAM
1159
Roanoke Asset Management
New Jersey
$230K +$230K +3,947 New
DOA
1160
D'Orazio & Associates
Virginia
$228K – – –
IF
1161
Intrua Financial
Texas
$228K +$228K +3,911 New
Members Trust
1162
Members Trust
Florida
$228K +$228K +3,918 New
CT
1163
Columbia Trust
Oregon
$227K +$227K +3,914 New
BWA
1164
Burt Wealth Advisors
Maryland
$226K – – –
PWP
1165
Principle Wealth Partners
Connecticut
$225K +$225K +3,850 New
CCC
1166
Crescent Capital Consulting
Louisiana
$224K +$177K +3,044 +374%
CWM
1167
CCG Wealth Management
California
$224K +$224K +3,834 New
RWM
1168
Ritholtz Wealth Management
New York
$223K +$223K +3,821 New
MI
1169
Moneywise Inc
Virginia
$223K +$223K +3,831 New
FRM
1170
Fox Run Management
Connecticut
$222K +$222K +3,811 New
ODCM
1171
Old Dominion Capital Management
Virginia
$222K +$222K +3,815 New
MFW
1172
Meristem Family Wealth
Minnesota
$221K +$726 +20 +0.3%
WSC
1173
Wellington Shields & Co
New York
$219K +$219K +3,755 New
NFG
1174
Next Financial Group
Texas
$216K +$4.92K +84 +2%
MHS
1175
M Holdings Securities
Oregon
$215K +$215K +3,682 New
45 46
47
48 49