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Truist Financial
TFC

Overview Fund Activity

1,479 hedge funds and large institutions have $56.7B invested in Truist Financial in 2021 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 575 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
+100
Holders Change %
+7.25%
% of All Funds
22.84%
Holding in Top 10
17
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-41.38%
% of All Funds
0.26%
New
198
Increased
575
Reduced
517
Closed
72
Calls
$258M
Puts
$131M
Net Calls
+$128M
Net Calls Change
-$80.1M

Top Buyers

1
State Street
State Street
Massachusetts
+$98.8M
2
Dodge & Cox
Dodge & Cox
California
+$75.7M
3
Amundi
Amundi
France
+$58.7M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$53.5M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$52.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$323M
2
KBC Group
KBC Group
Belgium
-$74.9M
3
Invesco
Invesco
Georgia
-$52.2M
4
BlackRock
BlackRock
New York
-$48.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
601
Transcend Capital Advisors
New Jersey
$1.89M +$277K +4,735 +17%
CIAS
602
Capital Investment Advisory Services
North Carolina
$1.88M -$143K -2,439 -7%
PFO
603
Pathstone Family Office
New Jersey
$1.88M +$80.6K +1,376 +4%
AAM
604
Arabesque Asset Management
United Kingdom
$1.86M +$488K +8,328 +36%
DSA
605
Davis Selected Advisers
Arizona
$1.85M -$1.21M -20,666 -40%
TTWM
606
TCV Trust & Wealth Management
Virginia
$1.85M -$19.3K -329 -1%
SWM
607
SeaCrest Wealth Management
New York
$1.84M +$21.2K +362 +1%
ICG
608
InterOcean Capital Group
Tennessee
$1.84M -$85.6K -1,462 -4%
SWP
609
Stratos Wealth Partners
Ohio
$1.84M +$309K +5,273 +20%
PIFP
610
Partners in Financial Planning
Virginia
$1.83M +$1.84K +29 +0.1%
BRWA
611
B. Riley Wealth Advisors
Florida
$1.82M -$113K -1,929 -6%
BCV
612
Banque Cantonale Vaudoise
Switzerland
$1.82M +$164K +2,800 +10%
WP
613
WealthShield Partners
North Carolina
$1.81M +$9.54K +163 +0.5%
TIA
614
Tandem Investment Advisors
South Carolina
$1.81M -$143K -2,437 -7%
UAS
615
United Asset Strategies
New York
$1.79M +$57K +973 +3%
CI
616
Cigna Investments
Connecticut
$1.78M -$626K -10,684 -26%
RWM
617
RKL Wealth Management
Pennsylvania
$1.77M -$1.47M -25,098 -45%
CAG
618
Csenge Advisory Group
Florida
$1.77M +$102K +1,805 +6%
FFA
619
Founders Financial Alliance
North Carolina
$1.76M -$38.4K -656 -2%
WP
620
WealthPLAN Partners
Nebraska
$1.76M +$17.1K +272 +1%
VRM
621
Vectors Research Management
New York
$1.76M +$114K +1,947 +7%
WANY
622
Wealthspire Advisors (New York)
New York
$1.76M -$347K -5,919 -16%
AWM
623
Aevitas Wealth Management
Massachusetts
$1.76M +$610K +10,416 +53%
DAC
624
Dividend Assets Capital
South Carolina
$1.76M – – –
William Blair Investment Management
625
William Blair Investment Management
Illinois
$1.76M +$594K +10,144 +51%
23 24
25
26 27