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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 %
FMTCOCP
1176
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$48K – – –
PWM
1177
Perigon Wealth Management
California
$46K +$46K +961 New
FPFS
1178
First Personal Financial Services
North Carolina
$44K – – –
MLFP
1179
MPS Loria Financial Planners
Illinois
$44K +$44K +941 New
HF
1180
Halpern Financial
Virginia
$43.9K – – –
OSNBOA
1181
Old Second National Bank of Aurora
Illinois
$43K – – –
BAM
1182
Barrett Asset Management
New York
$43K – – –
GAM
1183
Gemmer Asset Management
California
$42K – – –
EW
1184
Evoke Wealth
California
$41K – – –
SQA
1185
Simon Quick Advisors
New Jersey
$40K +$381 +8 +1%
PMFA
1186
Plante Moran Financial Advisors
Michigan
$40K +$1.1K +23 +3%
SIS
1187
Sound Income Strategies
Florida
$39K – – –
PB
1188
Pinnacle Bancorp
Nebraska
$39K – – –
CCC
1189
Crescent Capital Consulting
Louisiana
$39K +$39K +814 New
TIAM2
1190
Tru Independence Asset Management 2
Oregon
$39K +$39K +816 New
SLF
1191
Sun Life Financial
Ontario, Canada
$38K – – –
CWA
1192
Clearview Wealth Advisors
Oregon
$38K +$38K +800 New
ICP
1193
Interchange Capital Partners
Pennsylvania
$37K +$37K +772 New
EARNEST Partners
1194
EARNEST Partners
Georgia
$36K +$36K +745 New
SFP
1195
Sterling Financial Planning
New Jersey
$36K +$36K +756 New
ST
1196
Sageworth Trust
Pennsylvania
$34K +$34K +713 New
APC
1197
Asset Planning Corporation
Tennessee
$32K +$32K +660 New
RE
1198
RBC Europe
United Kingdom
$31K – – –
TFIPS
1199
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31K +$31K +647 New
FA
1200
Fortis Advisors
Pennsylvania
$31K +$286 +6 +0.9%
46 47
48
49 50