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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 %
DWP
1201
Destiny Wealth Partners
Florida
$30K +$30K +634 New
SFPG
1202
Stonebridge Financial Planning Group
Florida
$29K -$9.52K -200 -25%
CCA
1203
Column Capital Advisors
Indiana
$29K – – –
CBT
1204
Central Bank & Trust
Kentucky
$29K – – –
PFO
1205
Pathstone Family Office
New Jersey
$29K +$14K +293 +93%
SL
1206
Savior LLC
Massachusetts
$28K – – –
EWM
1207
Edge Wealth Management
New York
$27K – – –
CBT
1208
CoreFirst Bank & Trust
Kansas
$27K +$27K +553 New
NFSG
1209
Newbridge Financial Services Group
Florida
$27K +$27K +555 New
VCG
1210
Vantage Consulting Group
Virginia
$27K +$27K +558 New
PFSC
1211
Peoples Financial Services Corp
Pennsylvania
$26K +$16.5K +345 +173%
TWM
1212
Tradition Wealth Management
Minnesota
$26K +$26K +536 New
KC
1213
Kinloch Capital
Virginia
$26K +$26K +547 New
HFA
1214
Hoover Financial Advisors
Pennsylvania
$25K +$25K +469 New
PCA
1215
Peddock Capital Advisors
Massachusetts
$25K +$25K +512 New
AIG
1216
American International Group
New York
$24.5K -$884 -18,450 -3%
FP
1217
Financial Perspectives
Minnesota
$24.2K – – –
H
1218
Hexavest
Quebec, Canada
$24K +$24K +493 New
FCH
1219
Freestone Capital Holdings
Washington
$22.8K +$7.14K +149 +46%
ME
1220
McIlrath & Eck
Washington
$22K – – –
RFA
1221
Reilly Financial Advisors
California
$21K – – –
FMP
1222
Financial Management Professionals
Texas
$20K -$1.69K -36 -8%
MGIM
1223
M&G Investment Management
United Kingdom
$18.4K -$4.92K -102,513 -21%
O
1224
Ossiam
France
$18K -$3.06M -64,088 -99%
JWA
1225
JFS Wealth Advisors
Pennsylvania
$18K – – –
47 48
49
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