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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 %
SAM
676
Sabadell Asset Management
Spain
$1.39M – – –
CAC
677
Certified Advisory Corp
Florida
$1.39M +$877K +14,977 +173%
IB
678
Intrust Bank
Kansas
$1.38M +$30.6K +523 +2%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$1.38M +$12K +205 +0.9%
WA
680
Wealth Alliance
New York
$1.37M -$94.4K -1,612 -6%
MWM
681
Meridian Wealth Management
Kentucky
$1.36M -$5.51K -94 -0.4%
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$1.36M +$10.5K +179 +0.8%
MWM
683
Modera Wealth Management
New Jersey
$1.36M +$367K +6,276 +37%
PGAM
684
Princeton Global Asset Management
New Jersey
$1.35M -$24.3K -415 -2%
MCCP
685
Mission Creek Capital Partners
California
$1.35M -$20.8K -356 -2%
NL
686
NVWM LLC
Pennsylvania
$1.35M +$443K +7,575 +49%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$1.35M -$878 -15 -0.1%
MOS
688
MGO One Seven
Ohio
$1.34M +$167K +2,846 +14%
AWM
689
Altavista Wealth Management
North Carolina
$1.33M +$21.3K +363 +2%
AT
690
Arvest Trust
Oklahoma
$1.33M +$1.33M +22,639 New
PFS
691
Prospera Financial Services
Texas
$1.32M +$281K +4,797 +27%
DAS
692
Dynamic Advisor Solutions
Arizona
$1.32M +$213K +3,642 +19%
PAS
693
Park Avenue Securities
New York
$1.31M +$130K +2,213 +11%
IRF
694
IBM Retirement Fund
New York
$1.31M -$918K -15,673 -41%
IA
695
IndexIQ Advisors
New York
$1.3M -$60.6K -1,035 -4%
Vontobel Holding
696
Vontobel Holding
Switzerland
$1.3M +$573K +9,803 +79%
AWM
697
Aprio Wealth Management
Georgia
$1.3M -$37.9K -647 -3%
LWAC
698
Laurel Wealth Advisors (California)
California
$1.29M +$1.29M +22,053 New
SC
699
Searle & Co
Connecticut
$1.29M -$5.86K -100 -0.5%
CCM
700
Copeland Capital Management
Pennsylvania
$1.29M -$23.9K -409 -2%
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