Truist Financial
1,293 hedge funds and large institutions have $47B invested in Truist Financial in 2020 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 457 increasing their positions, 476 reducing their positions, and 59 closing their positions.
253% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 59
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
26% more capital invested
Capital invested by funds: $37.5B → $47B (+$9.56B)
11% more funds holding
Funds holding: 1,160 → 1,293 (+133)
0.35% less ownership
Funds ownership: 73.18% → 72.83% (-0.35%)
4% less repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 476
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 |
Wellington Management Group
Boston,
Massachusetts
|
+$112M |
| 5 |
JP Morgan Chase
New York
|
+$101M |
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 |
TFC Hedge Fund Activity: Q4 2020 in Review
1,293 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2020, worth a combined $47B — up 26% from $37.5B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new TFC positions and 59 closed out — a net gain of 149 holders — while 457 added to existing stakes and 476 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.
- 1,293 institutional investors held Truist Financial (TFC) as of Q4 2020, up from 1,160 in Q3 2020.
- Funds reported $47B of Truist Financial stock for Q4 2020, up 26% quarter-over-quarter.
- 208 funds opened new Truist Financial positions in Q4 2020 and 59 closed out, a net change of +149 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.