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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 %
SBF
1326
Sara-Bay Financial
Florida
– -$88K -2,320 Closed
SXL
1327
Summit X LLC
Missouri
– -$609 -2,041 Closed
GC
1328
Grace Capital
Massachusetts
– -$53K -1,399 Closed
PWM
1329
Provident Wealth Management
Tennessee
– -$51K -1,347 Closed
TC
1330
Trust Company
Kansas
– -$33K -856 Closed
CCM
1331
Chiron Capital Management
Florida
– -$24K -620 Closed
RA
1332
Rational Advisors
New York
– -$12K -310 Closed
WCG
1333
Weaver Consulting Group
California
– -$11K -278 Closed
ECM
1334
Estabrook Capital Management
New York
– -$10.5K -275 Closed
PO
1335
Private Ocean
California
– -$8K -222 Closed
LGWM
1336
Litman Gregory Wealth Management
California
– -$7K -196 Closed
NIC
1337
Northwest Investment Counselors
Oregon
– -$7K -180 Closed
BWM
1338
BNC Wealth Management
Oregon
– -$5K -135 Closed
AA
1339
Advisory Alpha
Michigan
– -$5K -113 Closed
BDWM
1340
Brewin Dolphin Wealth Management
Ireland
– -$4.19K -110 Closed
CAGAS
1341
Capital Advisory Group Advisory Services
Minnesota
– -$3K -87 Closed
AWM
1342
Adams Wealth Management
Utah
– -$3K -82 Closed
FNBOSM
1343
First National Bank of South Miami
Florida
– -$3K -67 Closed
TWP
1344
TFO Wealth Partners
Ohio
– -$2K -62 Closed
CWA
1345
Carolina Wealth Advisors
South Carolina
– -$2K -54 Closed
F
1346
F3Logic
Minnesota
– -$533 -14 Closed
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