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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
$989M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$301M
3
Franklin Resources
Franklin Resources
California
$764M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$393M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$68.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$567M
3
Dodge & Cox
Dodge & Cox
California
$1.16B
4
Macquarie Group
Macquarie Group
Australia
$706M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
1226
Tarbox Family Office
California
$18K – – –
NC
1227
NewSquare Capital
Pennsylvania
$17K – – –
MHR
1228
Matthew Hamilton Rosenberg
$17K +$97 +2 +0.6%
CA
1229
Crewe Advisors
Utah
$15K -$833 -17 -5%
TH
1230
TCTC Holdings
Texas
$15K – – –
BAM
1231
Bellevue Asset Management
Washington
$15K – – –
AIC
1232
Archer Investment Corporation
Indiana
$15K – – –
PWMG
1233
Prestige Wealth Management Group
New Jersey
$14K -$3.1K -65 -18%
M
1234
MOTCO
Texas
$14K – – –
LWM
1235
Liberty Wealth Management
California
$14K +$10.1K +220 +256%
CIA
1236
Cascade Investment Advisors
Oregon
$13.3K – – –
LAS
1237
Lloyd Advisory Services
Georgia
$13K -$3.08K -66 -19%
RIM
1238
Rockbridge Investment Management
New York
$13K +$11.4K +238 +700%
APC
1239
Aspire Private Capital
North Carolina
$12K -$48.4K -1,008 -80%
GTAM
1240
Global Trust Asset Management
Florida
$12K – – –
TF
1241
Tompkins Financial
New York
$12K +$1.16K +25 +11%
MCM
1242
Manchester Capital Management
Vermont
$12K +$10.6K +228 +786%
TAM
1243
Tucker Asset Management
Colorado
$11.4K +$11.4K +238 New
CAL
1244
Capital Analysts LLC
Pennsylvania
$11K -$36.1K -754 -77%
TJHA
1245
Thomas J. Herzfeld Advisors
Florida
$11K – – –
HWM
1246
HighMark Wealth Management
Minnesota
$11K +$636 +13 +6%
FCMT
1247
Founders Capital Management (Texas)
Texas
$11K +$11K +225 New
AA
1248
Ancora Advisors
Ohio
$10K -$13K -266 -56%
EWM
1249
Endurance Wealth Management
Rhode Island
$10K -$4.29K -90 -30%
SGAM
1250
Smith Group Asset Management
Texas
$10K -$476 -10 -5%
48 49
50
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