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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 %
JWM
1201
Janiczek Wealth Management
Colorado
$134K – – –
AF
1202
Arrow Financial
New York
$131K +$9.39K +170 +8%
MRCM
1203
M&R Capital Management
New Jersey
$127K – – –
SN
1204
Sittner & Nelson
Oregon
$121K – – –
CI
1205
CX Institutional
Indiana
$120K -$8.39K -151 -7%
EW
1206
Evoke Wealth
California
$118K -$7.35K -133 -6%
HWM
1207
Holloway Wealth Management
Florida
$117K -$99K – –
FF
1208
FourThought Financial
Florida
$115K -$4.55K -82 -4%
HF
1209
Halpern Financial
Virginia
$115K +$62.8K +1,132 +121%
IAS
1210
IMA Advisory Services
Colorado
$109K – – –
FRA
1211
Front Row Advisors
California
$103K -$110 -2 -0.1%
COCM
1212
Charter Oak Capital Management
New Hampshire
$102K – – –
AF
1213
Allworth Financial
California
$100K +$2.67K +48 +3%
FPB
1214
First PREMIER Bank
South Dakota
$98K – – –
OAJ
1215
Ogorek Anthony Joseph
New York
$97K +$97K +1,750 New
CYG
1216
Clean Yield Group
Vermont
$96K +$96K +1,726 New
TWA
1217
TCI Wealth Advisors
Arizona
$94K +$7.57K +137 +9%
DFCM
1218
Dark Forest Capital Management
Puerto Rico
$94K +$94K +1,688 New
LWCFA
1219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93K +$93K +1,681 New
RCA
1220
Ranch Capital Advisors
Florida
$87K -$3.14K -57 -3%
PCTC
1221
Perkins Coie Trust Company
Washington
$85K -$201K -3,612 -70%
LAS
1222
Lloyd Advisory Services
Georgia
$79K +$4.94K +89 +7%
MIM
1223
Macroview Investment Management
Maryland
$77K – – –
AWM
1224
AllSquare Wealth Management
New York
$77K – – –
O
1225
Ossiam
France
$73K -$3.98M -72,639 -98%
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