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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 %
LIM
926
Longfellow Investment Management
Massachusetts
$488K -$274K -4,937 -36%
ARMC
927
American Research & Management Company
Massachusetts
$486K – – –
IFWM
928
Institute for Wealth Management
Colorado
$485K -$1.11K -20 -0.2%
CIM
929
CIM Investment Management
Pennsylvania
$484K -$2.56K -46 -0.5%
NC
930
NewSquare Capital
Pennsylvania
$478K +$458K +8,257 +2,326%
NICM
931
Neo Ivy Capital Management
New York
$476K +$304K +5,479 +177%
OFG
932
Oxford Financial Group
Indiana
$472K +$472K +8,501 New
SCM
933
Stevens Capital Management
Pennsylvania
$471K -$282K -5,081 -37%
KC
934
Kingfisher Capital
North Carolina
$469K +$1.39K +25 +0.3%
BL
935
Balentine LLC
Georgia
$469K +$23.8K +428 +5%
SBH
936
Segall Bryant & Hamill
Illinois
$468K -$460K -8,286 -50%
ESCM
937
Echo Street Capital Management
New York
$468K +$468K +8,432 New
APA
938
Allegiant Private Advisors
Florida
$465K -$7.21K -130 -2%
MFG
939
Merit Financial Group
Georgia
$465K +$65.9K +1,189 +17%
CCA
940
Cobblestone Capital Advisors
New York
$464K +$19.7K +355 +4%
MBT
941
Montecito Bank & Trust
California
$462K +$4.55K +82 +1%
WA
942
WBH Advisory
Maryland
$462K +$5.49K +100 +1%
VFP
943
Verus Financial Partners
Virginia
$460K -$35.6K -659 -7%
BCM
944
Birmingham Capital Management
Alabama
$456K -$7.5K -135 -2%
DSN
945
D. Scott Neal
Kentucky
$446K +$8.05K +145 +2%
CLOS
946
Compagnie Lombard Odier SCmA
Switzerland
$444K – – –
Carson Wealth (CWM LLC)
947
Carson Wealth (CWM LLC)
Nebraska
$443K – – –
XWM
948
Xcel Wealth Management
Florida
$442K -$55.5K -1,000 -11%
GLA
949
Good Life Advisors
Pennsylvania
$442K +$24.1K +435 +6%
First Manhattan
950
First Manhattan
New York
$440K -$624K -11,258 -59%
36 37
38
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