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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
1
Amundi Asset Management US
Massachusetts
$354M
2
BlackRock
2
BlackRock
New York
$5.43B
3
State Street
3
State Street
Massachusetts
$3.61B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.16B
5
Bank of America
5
Bank of America
North Carolina
$2.83B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$3.21B
2
Dodge & Cox
2
Dodge & Cox
California
$989M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.56B
4
Franklin Resources
4
Franklin Resources
California
$721M
5
SCCM
5
Schafer Cullen Capital Management
New York
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1301
Financial Management Professionals
Texas
$27K +$1.83K +31 +7%
APWA
1302
Atlas Private Wealth Advisors
New Jersey
$25K +$22.5K +392 +891%
CWM
1303
Cranbrook Wealth Management
Michigan
$24K +$24K +405 New
PSB
1304
Piscataqua Savings Bank
New Hampshire
$23K +$23K +400 New
BHWM
1305
Bay Harbor Wealth Management
Maryland
$22K -$561K -9,559 -96%
JWA
1306
JFS Wealth Advisors
Pennsylvania
$22K – – –
TFO
1307
Tarbox Family Office
California
$22K – – –
RA
1308
Resolute Advisors
California
$22K +$22K +375 New
NC
1309
NewSquare Capital
Pennsylvania
$21K – – –
MHR
1310
Matthew Hamilton Rosenberg
$21K +$59 +1 +0.3%
PK
1311
Pflug Koory
Nebraska
$20K +$20K +338 New
TH
1312
TCTC Holdings
Texas
$19K – – –
AIC
1313
Archer Investment Corporation
Indiana
$18.2K – – –
CA
1314
Crewe Advisors
Utah
$18K – – –
SC
1315
Solstein Capital
California
$18K +$18K +311 New
CBT
1316
Central Bank & Trust
Kentucky
$17K -$17.1K -302 -50%
PWMG
1317
Prestige Wealth Management Group
New Jersey
$17K – – –
BAM
1318
Bellevue Asset Management
Washington
$17K – – –
CIA
1319
Cascade Investment Advisors
Oregon
$16.2K – – –
LWA
1320
Lenox Wealth Advisors
New York
$16K -$141K -2,425 -90%
MGIM
1321
M&G Investment Management
United Kingdom
$15.2K -$7.03K -121,168 -32%
GTAM
1322
Global Trust Asset Management
Florida
$15K – – –
SGAM
1323
Smith Group Asset Management
Texas
$15K +$2.4K +40 +19%
PWM
1324
Prentice Wealth Management
New York
$15K +$15K +259 New
FI
1325
FormulaFolio Investments
Michigan
$14K -$638K -13,320 Closed
51 52
53
54 55