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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 %
FMB
1351
Field & Main Bank
Kentucky
$6K +$6K +100 New
BA
1352
Bellwether Advisors
Nebraska
$6K +$6K +110 New
RIM
1353
Rockbridge Investment Management
New York
$5K -$11K -187 -69%
HDIM
1354
Hanson & Doremus Investment Management
Vermont
$5K +$5K +78 New
SMG
1355
Spectrum Management Group
Indiana
$4K – – –
RAM
1356
Riggs Asset Management
Pennsylvania
$4K – – –
JFA
1357
JNBA Financial Advisors
Minnesota
$4K – – –
CFFP
1358
Center for Financial Planning
Michigan
$4K – – –
SIM
1359
Sentry Investment Management
Wisconsin
$4K +$4K +68 New
BBHC
1360
Brown Brothers Harriman & Co
New York
$3.04K -$3 -55 -0.1%
CAM
1361
Costello Asset Management
Pennsylvania
$3K -$2.95K -55 -50%
ADIM
1362
Alpha DNA Investment Management
Maryland
$3K – – –
MFA
1363
McClarren Financial Advisors
Pennsylvania
$3K +$3K +49 New
LWA
1364
Lowe Wealth Advisors
Maryland
$2K – – –
JPLA
1365
Joseph P. Lucia & Associates
New York
$2K +$2K +41 New
FWM
1366
Focused Wealth Management
New York
$2K +$2K +42 New
TFM
1367
TFC Financial Management
Massachusetts
$1K – – –
GFPC
1368
Global Financial Private Client
Florida
$945 – – –
SWM
1369
Sugarloaf Wealth Management
Georgia
$568 – +5 +0.1%
WIM
1370
Westside Investment Management
California
$62 – – –
MSA
1371
Mason Street Advisors
Wisconsin
– -$8.91M -185,969 Closed
PP
1372
Peconic Partners
New York
– -$7.19M -150,000 Closed
PCM
1373
Prana Capital Management
Connecticut
– -$7.14M -148,976 Closed
Two Sigma Investments
1374
Two Sigma Investments
New York
– -$6.79M -141,687 Closed
VCM
1375
Voleon Capital Management
California
– -$6.38M -133,000 Closed
53 54
55
56 57