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Truist Financial
TFC

Overview Fund Activity

1,379 hedge funds and large institutions have $57.1B invested in Truist Financial in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 614 increasing their positions, 440 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,379
Holders Change
+35
Holders Change %
+2.6%
% of All Funds
24.22%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.51%
New
126
Increased
614
Reduced
440
Closed
70
Calls
$343M
Puts
$135M
Net Calls
+$208M
Net Calls Change
+$99.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.79B
2
BlackRock
BlackRock
New York
$5.66B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.33B
4
Federated Hermes
Federated Hermes
Pennsylvania
$224M
5
Bank of America
Bank of America
North Carolina
$2.76B

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$894M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$835K
3
KBC Group
KBC Group
Belgium
$112M
4
Franklin Resources
Franklin Resources
California
$591M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1351
Tompkins Financial
New York
$8K +$8K +139 New
LWA
1352
Lenox Wealth Advisors
New York
$7K +$991 +16 +16%
FMB
1353
Field & Main Bank
Kentucky
$6K – – –
CTB
1354
Country Trust Bank
Illinois
$6K – – –
BHWM
1355
Bay Harbor Wealth Management
Maryland
$5K -$5.49K -90 -52%
HWM
1356
HighMark Wealth Management
Minnesota
$5K -$455 -7 -8%
HDIM
1357
Hanson & Doremus Investment Management
Vermont
$5K +$5K +78 New
PA
1358
PSI Advisors
Florida
$5K +$5K +93 New
JFA
1359
JNBA Financial Advisors
Minnesota
$4K – – –
SMG
1360
Spectrum Management Group
Indiana
$4K – – –
RAM
1361
Riggs Asset Management
Pennsylvania
$4K – – –
CPWM
1362
Cypress Point Wealth Management
Texas
$4K – – –
MAM
1363
Marquette Asset Management
Minnesota
$4K +$4K +61 New
CMBA
1364
C.M. Bidwell & Associates
Hawaii
$3K – – –
FWM
1365
Focused Wealth Management
New York
$3K – – –
CAM
1366
Costello Asset Management
Pennsylvania
$3K +$3K +56 New
BBHC
1367
Brown Brothers Harriman & Co
New York
$2.84K -$17 -290 -0.6%
JPLA
1368
Joseph P. Lucia & Associates
New York
$2K – – –
MFA
1369
McClarren Financial Advisors
Pennsylvania
$2K – – –
LWA
1370
Lowe Wealth Advisors
Maryland
$2K – – –
RIM
1371
Rockbridge Investment Management
New York
$2K – – –
AP
1372
Atwood & Palmer
Missouri
$2K +$2K +32 New
TFGT
1373
TS Financial Group (TSFG)
Illinois
$1K – – –
TFM
1374
TFC Financial Management
Massachusetts
$1K – – –
HWMA
1375
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +2 New
53 54
55
56 57