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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 %
BG
1176
Bollard Group
Massachusetts
$214K – – –
KCM
1177
Kendall Capital Management
Maryland
$212K +$212K +3,641 New
EWA
1178
ERTS Wealth Advisors
Michigan
$211K +$211K +3,624 New
SFO
1179
Standard Family Office
South Dakota
$210K – – –
CC
1180
Chicago Capital
Illinois
$210K +$210K +3,600 New
CI
1181
Chartist Inc
California
$210K +$210K +3,599 New
GIP
1182
Greatmark Investment Partners
Georgia
$208K +$208K +3,561 New
PCG
1183
Private Capital Group
Connecticut
$206K -$66K -1,133 -24%
SIM
1184
SSI Investment Management
California
$206K +$206K +3,515 New
LFA
1185
Landmark Financial Advisors
Kentucky
$206K +$206K +3,537 New
CHA
1186
Cooper/Haims Advisors
New York
$206K +$206K +3,539 New
PAM
1187
Private Asset Management
California
$205K +$205K +3,511 New
AA
1188
Apriem Advisors
California
$205K +$205K +3,519 New
TSS
1189
Two Sigma Securities
New York
$204K +$204K +3,493 New
HA
1190
Harbor Advisors
Florida
$204K +$204K +3,500 New
WTFG
1191
Wells Trecaso Financial Group
Ohio
$204K +$204K +3,500 New
BMWM
1192
Brown Miller Wealth Management
Virginia
$204K +$204K +3,503 New
FMI
1193
F/M Investments
District of Columbia
$203K +$203K +3,474 New
LWM
1194
Lyell Wealth Management
California
$203K +$203K +3,484 New
NCM
1195
Northside Capital Management
Oregon
$203K +$203K +3,485 New
WP
1196
WMS Partners
Maryland
$202K +$202K +3,456 New
BFPW
1197
BOK Financial Private Wealth
Colorado
$202K +$202K +3,456 New
DI
1198
Diligent Investors
California
$202K +$202K +3,467 New
TP
1199
Tranquility Partners
Tennessee
$201K +$201K +3,440 New
CCM
1200
Carderock Capital Management
Maryland
$200K +$200K +3,437 New
46 47
48
49 50