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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 %
Two Sigma Advisers
1401
Two Sigma Advisers
New York
– -$262K -5,460 Closed
WCA
1402
Windsor Creek Advisors
Vermont
– -$240K -5,000 Closed
GCP
1403
GSA Capital Partners
United Kingdom
– -$225K -4,700 Closed
CWM
1404
Curi Wealth Management
North Carolina
– -$217K -4,540 Closed
KCM
1405
Kathmere Capital Management
Pennsylvania
– -$218K -4,540 Closed
QT
1406
Quantamental Technologies
New York
– -$217K -4,521 Closed
LWCFA
1407
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$130K -2,705 Closed
CM
1408
Caption Management
Oklahoma
– -$119K -2,500 Closed
RWA
1409
Ropes Wealth Advisors
Massachusetts
– -$112K -2,343 Closed
BSSFA
1410
Baron Silver Stevens Financial Advisors
Florida
– -$87K -1,830 Closed
CYG
1411
Clean Yield Group
Vermont
– -$83K -1,726 Closed
CCA
1412
Childress Capital Advisors
Texas
– -$63K -1,321 Closed
TPWA
1413
TRUE Private Wealth Advisors
Oregon
– -$55K -1,161 Closed
FPCG
1414
Fort Pitt Capital Group
Pennsylvania
– -$50K -1,052 Closed
PWM
1415
Perigon Wealth Management
California
– -$46K -961 Closed
TIAM2
1416
Tru Independence Asset Management 2
Oregon
– -$39K -816 Closed
ICP
1417
Interchange Capital Partners
Pennsylvania
– -$37K -772 Closed
ST
1418
Sageworth Trust
Pennsylvania
– -$34K -713 Closed
APC
1419
Asset Planning Corporation
Tennessee
– -$32K -660 Closed
VCG
1420
Vantage Consulting Group
Virginia
– -$27K -558 Closed
KC
1421
Kinloch Capital
Virginia
– -$26K -547 Closed
PCA
1422
Peddock Capital Advisors
Massachusetts
– -$25K -512 Closed
FCH
1423
Freestone Capital Holdings
Washington
– -$22.8K -475 Closed
M
1424
MOTCO
Texas
– -$14K -288 Closed
TAM
1425
Tucker Asset Management
Colorado
– -$11.4K -238 Closed
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