TFC icon

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 %
KCM
1176
Kendall Capital Management
Maryland
$202K – – –
CCIA
1177
Campbell & Co Investment Adviser
Maryland
$201K -$108K -1,950 -35%
PP
1178
Patron Partners
Texas
$201K -$45.5K -822 -18%
FUBT
1179
First United Bank & Trust
Maryland
$201K -$21.2K -382 -10%
TA
1180
TrueWealth Advisors
Alabama
$201K +$201K +3,624 New
CC
1181
Chicago Capital
Illinois
$200K – – –
SFO
1182
Standard Family Office
South Dakota
$200K – – –
CFD
1183
Creative Financial Designs
Indiana
$195K +$7K +126 +4%
AAP
1184
Arax Advisory Partners
Colorado
$193K +$193K +3,470 New
NFG
1185
Next Financial Group
Texas
$186K -$18.6K -336 -9%
MCM
1186
MV Capital Management
Maryland
$184K +$71K +1,278 +63%
GWMIA
1187
Global Wealth Management Investment Advisory
Florida
$182K +$8.86K +160 +5%
BCA
1188
Berman Capital Advisors
Georgia
$178K +$35.1K +633 +25%
CAM
1189
CenterStar Asset Management
Illinois
$174K – – –
CIR
1190
Clear Investment Research
Georgia
$167K – – –
PG
1191
Proffitt & Goodson
Tennessee
$167K – – –
FHC
1192
First Horizon Corporation
Tennessee
$166K +$10.2K +185 +7%
PWA
1193
Phoenix Wealth Advisors
North Carolina
$160K +$4.53K +83 +3%
WQ
1194
Wealth Quarterback
New Jersey
$149K +$149K +2,673 New
EIP
1195
Ellis Investment Partners
Pennsylvania
$145K +$662 +12 +0.5%
FDCDDQ
1196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$142K +$2.72K +49 +2%
GCM
1197
Gables Capital Management
Florida
$140K – – –
HFS
1198
Horizon Financial Services
North Carolina
$138K -$664 -12 -0.5%
APC
1199
Aspire Private Capital
North Carolina
$137K -$49.6K -892 -27%
HIA
1200
Harbor Investment Advisory
Maryland
$137K -$9.57K -173 -7%
46 47
48
49 50