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Truist Financial
TFC

Overview Fund Activity

1,418 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 626 increasing their positions, 486 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
24.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
626
Reduced
486
Closed
99
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M

Top Buyers

1
Amundi
Amundi
France
+$190M
2
BlackRock
BlackRock
New York
+$150M
3
Goldman Sachs
Goldman Sachs
New York
+$131M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$84.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$70.6M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$322M
2
Boston Partners
Boston Partners
Massachusetts
-$135M
3
Capital International Investors
Capital International Investors
California
-$120M
4
American Century Companies
American Century Companies
Missouri
-$78M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
401
Concord Wealth Partners
Virginia
$3.59M +$740 +17 +0%
N
402
Natixis
France
$3.56M -$917K -21,060 -20%
WCM
403
Whitener Capital Management
North Carolina
$3.52M +$519K +11,918 +17%
RIM
404
Reliant Investment Management
Tennessee
$3.49M +$36.5K +838 +1%
MLICM
405
Metropolitan Life Insurance Company (MetLife)
New York
$3.44M -$53.4K -1,226 -2%
KCPG
406
Kavar Capital Partners Group
Kansas
$3.42M +$20.7K +475 +0.6%
CGH
407
Crossmark Global Holdings
Texas
$3.41M +$59K +1,355 +2%
VWM
408
Valley Wealth Managers
New Jersey
$3.37M +$60.7K +1,394 +2%
SIA
409
Sit Investment Associates
Minnesota
$3.37M +$92.5K +2,125 +3%
OQS
410
Occudo Quantitative Strategies
Florida
$3.32M +$3.32M +76,294 New
CSS
411
Cubist Systematic Strategies
Connecticut
$3.27M -$4.02M -92,216 -55%
PP
412
Prudential plc
United Kingdom
$3.26M +$236K +5,431 +8%
William Blair & Company
413
William Blair & Company
Illinois
$3.26M +$763K +17,515 +31%
PFM
414
Parsec Financial Management
North Carolina
$3.21M -$301K -6,921 -9%
FAP
415
Financial Advisory Partners
Florida
$3.19M +$2.14M +49,200 +203%
SWMG
416
Signature Wealth Management Group
Georgia
$3.19M +$101K +2,309 +3%
VFM
417
Viking Fund Management
North Dakota
$3.18M – – –
HWM
418
HB Wealth Management
Georgia
$3.18M -$67.1K -1,542 -2%
PG
419
Pendal Group
Australia
$3.16M -$204K -4,680 -6%
AWM
420
AE Wealth Management
Kansas
$3.12M -$7.32M -168,240 -70%
HW
421
Hedeker Wealth
Illinois
$3.11M +$1.21M +27,866 +64%
KCM
422
Kempner Capital Management
Texas
$3.1M – – –
QC
423
Quadrature Capital
United Kingdom
$3.07M +$925K +21,223 +43%
CRM
424
Cramer Rosenthal McGlynn
Connecticut
$3M +$542K +12,438 +22%
VCA
425
Verdence Capital Advisors
Maryland
$2.99M +$33.5K +770 +1%
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