Truist Financial
1,292 hedge funds and large institutions have $47.9B invested in Truist Financial in 2020 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 457 increasing their positions, 475 reducing their positions, and 60 closing their positions.
247% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 60
85% more funds holding in top 10
Funds holding in top 10: 13 → 24 (+11)
36% more call options, than puts
Call options by funds: $222M | Put options by funds: $163M
28% more capital invested
Capital invested by funds: $37.5B → $47.9B (+$10.4B)
11% more funds holding
Funds holding: 1,160 → 1,292 (+132)
0.26% less ownership
Funds ownership: 73.23% → 72.97% (-0.26%)
4% less repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 475
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$284M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$201M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$144M |
| 4 |
KBC Group
Brussels,
Belgium
|
+$120M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$541M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$344M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$295M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$128M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$93.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
F
1351
F3Logic
Burnsville,
Minnesota
| – | -$533 | -14 | Closed |
|
1352
Fidelity International
Hamilton,
Bermuda
| – | +$226 | +5 | New |
|
TFC Hedge Fund Activity: Q4 2020 in Review
1,292 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2020, worth a combined $47.9B — up 28% from $37.5B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new TFC positions and 60 closed out — a net gain of 148 holders — while 457 added to existing stakes and 475 trimmed.
The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $284M. The largest seller was Capital World Investors, cutting an estimated $541M.
- 1,292 institutional investors held Truist Financial (TFC) as of Q4 2020, up from 1,160 in Q3 2020.
- Funds reported $47.9B of Truist Financial stock for Q4 2020, up 28% quarter-over-quarter.
- 208 funds opened new Truist Financial positions in Q4 2020 and 60 closed out, a net change of +148 holders.
- The largest Truist Financial buyer in Q4 2020 was Diamond Hill Capital Management, an estimated $284M added.
- The largest Truist Financial seller in Q4 2020 was Capital World Investors, an estimated $541M sold.
Based on aggregated 13F filings for Q4 2020.