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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 %
SEIA
976
Signature Estate & Investment Advisors
California
$410K -$1.44K -26 -0.4%
WWM
977
Western Wealth Management
Colorado
$409K +$409K +7,352 New
AAM
978
Augustine Asset Management
Florida
$406K -$204K -3,676 -33%
HSA
979
HBK Sorce Advisory
Pennsylvania
$406K +$666 +12 +0.2%
PFWA
980
Paces Ferry Wealth Advisors
Georgia
$406K +$1.55K +28 +0.4%
RPG
981
Resource Planning Group
Georgia
$405K – – –
DWM
982
Doyle Wealth Management
Florida
$405K +$666 +12 +0.2%
BHWM
983
Bar Harbor Wealth Management
New Hampshire
$403K -$15K -271 -4%
WSCM
984
Wellington Shields Capital Management
New York
$402K – – –
NGA
985
Naples Global Advisors
Florida
$399K +$555 +10 +0.1%
LI
986
Lafayette Investments
Maryland
$397K +$103K +1,849 +35%
PH
987
Pinnacle Holdings
Oklahoma
$396K – – –
NJBEST
988
New Jersey Better Educational Savings Trust
New Jersey
$395K – – –
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$394K -$111 -2 -0%
SAMT
990
Select Asset Management & Trust
Pennsylvania
$394K – – –
APG
991
Abacus Planning Group
South Carolina
$393K – – –
CCWA
992
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K +$393K +7,085 New
SP
993
Successful Portfolios
Florida
$392K -$1.39K -25 -0.4%
QCG
994
Quadrant Capital Group
Ohio
$391K +$22.6K +408 +6%
FCFS
995
First Command Financial Services
Texas
$391K +$62.8K +1,133 +19%
FCB
996
First Command Bank
Texas
$391K +$62.8K +1,133 +19%
BA
997
Ballew Advisors
Mississippi
$390K -$390K -7,127 -50%
GIA
998
Guyasuta Investment Advisors
Pennsylvania
$389K – – –
CIBC World Market
999
CIBC World Market
Ontario, Canada
$388K -$24.7K -445 -6%
ST
1000
Smithfield Trust
Pennsylvania
$381K +$2.83K +51 +0.7%
38 39
40
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