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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 %
TIA
1101
Tiemann Investment Advisors
California
$266K – – –
TAM
1102
Tocqueville Asset Management
New York
$265K -$28.3K -511 -10%
EM
1103
Excalibur Management
Massachusetts
$264K +$9.42K +170 +4%
MF
1104
Manchester Financial
California
$263K – – –
HFBOT
1105
Home Federal Bank of Tennessee
Tennessee
$259K -$122K -2,201 -32%
ATPW
1106
Ashton Thomas Private Wealth
Arizona
$258K +$222 +4 +0.1%
XF
1107
XML Financial
Maryland
$257K +$887 +16 +0.3%
CBTWT
1108
Community Bank & Trust (Waco, Texas)
Texas
$257K +$12.8K +230 +5%
WJWM
1109
Williams Jones Wealth Management
New York
$256K +$2.55K +46 +1%
LC
1110
Lindbrook Capital
California
$256K +$5.61K +101 +2%
KFP
1111
KB Financial Partners
New Jersey
$255K -$63.4K -1,144 -20%
AWM
1112
Aevitas Wealth Management
Massachusetts
$255K +$778 +14 +0.3%
GP
1113
Girard Partners
Pennsylvania
$254K -$97.4K -1,760 -28%
PWLP
1114
Prio Wealth Limited Partnership
Massachusetts
$254K -$47.4K -855 -16%
HR
1115
Hayden Royal
North Carolina
$254K -$22K -395 -8%
AWA
1116
ARS Wealth Advisors
Florida
$254K +$1.45K +26 +0.6%
RWA
1117
Ropes Wealth Advisors
Massachusetts
$254K +$254K +4,574 New
SFG
1118
Summit Financial Group
West Virginia
$252K – – –
SB
1119
Strategic Blueprint
Georgia
$252K +$19.2K +345 +8%
LIA
1120
LS Investment Advisors
Michigan
$251K -$1.9M -34,302 -88%
KA
1121
Klingman & Associates
New York
$250K -$99.2K -1,786 -28%
SIMM
1122
Stillwater Investment Management (Minnesota)
Minnesota
$248K +$1.78K +32 +0.7%
BA
1123
Bristlecone Advisors
Washington
$248K +$4.17K +75 +2%
SWIG
1124
Strategic Wealth Investment Group
Kentucky
$247K +$10.7K +194 +5%
CPA
1125
Capital Planning Advisors
California
$245K +$245K +4,410 New
43 44
45
46 47