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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 %
FA
1426
FMA Advisory
Pennsylvania
– -$224K -4,044 Closed
TB
1427
Terril Brothers
Missouri
– -$220K -3,960 Closed
IC
1428
Inscription Capital
Texas
– -$214K -3,850 Closed
MI
1429
Moneywise Inc
Virginia
– -$213K -3,831 Closed
ODCM
1430
Old Dominion Capital Management
Virginia
– -$212K -3,815 Closed
LWM
1431
Lyell Wealth Management
California
– -$203K -3,661 Closed
CCIA
1432
Campbell & Co Investment Adviser
Maryland
– -$201K -3,614 Closed
SFO
1433
Standard Family Office
South Dakota
– -$200K -3,609 Closed
HIIFS
1434
Harel Insurance Investments & Financial Services
Israel
– -$542K -2,993 Closed
DFCM
1435
Dark Forest Capital Management
Puerto Rico
– -$94K -1,688 Closed
RDWM
1436
Red Door Wealth Management
Tennessee
– -$58K -1,060 Closed
RFA
1437
Reilly Financial Advisors
California
– -$55K -997 Closed
EAM
1438
Eukles Asset Management
Ohio
– -$46K -834 Closed
NIM
1439
NuWave Investment Management
New Jersey
– -$40K -725 Closed
PGWM
1440
Parisi Gray Wealth Management
New Jersey
– -$34K -618 Closed
CWA
1441
Carolina Wealth Advisors
South Carolina
– -$29K -518 Closed
H
1442
Hexavest
Quebec, Canada
– -$27K -493 Closed
SL
1443
Savior LLC
Massachusetts
– -$26K -470 Closed
Q
1444
QVR
California
– -$14K -256 Closed
FFG
1445
Ford Financial Group
California
– -$7K -143 Closed
AIM
1446
Arcadia Investment Management
Michigan
– -$7K -133 Closed
SWG
1447
Summit Wealth Group
Vermont
– -$6K -115 Closed
PWS
1448
Paragon Wealth Strategies
Florida
– -$6K -99 Closed
APWA
1449
Atlas Private Wealth Advisors
New Jersey
– -$2K -41 Closed
AIA
1450
Arcadia Investment Advisors
Idaho
– -$833 -15 Closed
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