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Truist Financial
TFC

Overview Fund Activity

1,344 hedge funds and large institutions have $53.6B invested in Truist Financial in 2021 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 589 increasing their positions, 463 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
Holders Change
-25
Holders Change %
-1.83%
% of All Funds
23.46%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.37%
New
95
Increased
589
Reduced
463
Closed
102
Calls
$305M
Puts
$197M
Net Calls
+$109M
Net Calls Change
-$37.7M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$111M
2
UBS AM
UBS AM
Illinois
+$103M
3
Millennium Management
Millennium Management
New York
+$61.4M
4
Jane Street
Jane Street
New York
+$49.1M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$48.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$489M
2
Bank of America
Bank of America
North Carolina
-$157M
3
Select Equity Group
Select Equity Group
New York
-$125M
4
Dodge & Cox
Dodge & Cox
California
-$124M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
851
Ballentine Partners
Massachusetts
$614K +$3.83K +69 +0.6%
EWM
852
Evermay Wealth Management
Virginia
$613K +$295K +5,320 +93%
SP
853
Symmetry Partners
Connecticut
$608K -$71.8K -1,294 -11%
CRI
854
Colonial River Investments
Virginia
$607K -$3.28K -59 -0.5%
RIA
855
Realta Investment Advisors
Delaware
$603K +$1.06K +19 +0.2%
IWC
856
Integrated Wealth Concepts
Massachusetts
$602K +$27.1K +489 +5%
AWMT
857
AAFMAA Wealth Management & Trust
North Carolina
$601K – – –
B
858
Barings
North Carolina
$599K -$535K -9,648 -47%
HH
859
Hilltop Holdings
Texas
$599K +$78.9K +1,421 +15%
CA
860
CSM Advisors
Pennsylvania
$599K +$599K +10,791 New
NRA
861
NSI Retail Advisors
Pennsylvania
$599K +$599K +10,791 New
VPIM
862
Vanguard Personalized Indexing Management
California
$598K +$84.3K +1,519 +16%
AWM
863
Altavista Wealth Management
North Carolina
$595K – – –
TMAM
864
Tokio Marine Asset Management
Japan
$594K +$67.9K +1,224 +13%
IA
865
IFP Advisors
Florida
$589K -$134K -2,409 -19%
PMAS
866
PNC Managed Account Solutions
Texas
$589K +$589K +10,621 New
GRQ
867
Gardner Russo & Quinn
Pennsylvania
$588K +$2.28K +41 +0.4%
AWM
868
Altium Wealth Management
New York
$586K +$30.8K +555 +6%
VCM
869
Virtue Capital Management
Tennessee
$584K -$611 -11 -0.1%
EHWM
870
Eads & Heald Wealth Management
Georgia
$584K +$47.2K +850 +9%
GIA
871
Gladstone Institutional Advisory
Florida
$583K +$583K +10,510 New
CAM
872
Covenant Asset Management
New Jersey
$581K – – –
CCA
873
Checchi Capital Advisers
California
$580K -$4.27K -77 -0.7%
WA
874
WealthTrust Axiom
Pennsylvania
$578K +$8.82K +159 +2%
VWA
875
V Wealth Advisors
Kansas
$578K +$51.9K +935 +10%
33 34
35
36 37