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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 %
MAM
676
Meeder Asset Management
Ohio
$1.12M +$68.5K +1,573 +7%
BJL
677
Brighton Jones LLC
Washington
$1.12M +$4.88K +112 +0.4%
AWS
678
Atria Wealth Solutions
New York
$1.12M +$6.18K +142 +0.6%
WPW
679
Waldron Private Wealth
Pennsylvania
$1.12M -$72.3K -1,662 -6%
BCV
680
Banque Cantonale Vaudoise
Switzerland
$1.12M – – –
CCFCSB
681
Cape Cod Five Cents Savings Bank
Massachusetts
$1.11M -$249K -5,712 -18%
SB
682
Simmons Bank
Arkansas
$1.11M +$201K +4,628 +22%
TTWM
683
TCV Trust & Wealth Management
Virginia
$1.1M -$224K -5,137 -17%
MGP
684
Metis Global Partners
California
$1.1M +$109K +2,506 +11%
BI
685
Ballast Inc
Kentucky
$1.1M +$13K +299 +1%
LNWWM
686
Laird Norton Wetherby Wealth Management
California
$1.1M -$17.2K -396 -2%
AIMCA
687
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.1M +$1.1M +25,157 New
BS
688
Bessemer Securities
New York
$1.09M – – –
GA
689
GoalVest Advisory
New York
$1.09M +$172K +3,949 +19%
MFT
690
Moisand Fitzgerald Tamayo
Florida
$1.08M +$1.96K +45 +0.2%
PIFP
691
Partners in Financial Planning
Virginia
$1.08M -$1.6K -35 -0.1%
PFS
692
Prospera Financial Services
Texas
$1.08M +$624K +14,310 +138%
MCM
693
Monument Capital Management
Virginia
$1.07M -$51.2K -1,176 -5%
AMIM
694
Aull & Monroe Investment Management
Alabama
$1.06M -$27.4K -629 -3%
CAG
695
Csenge Advisory Group
Florida
$1.06M +$27.6K +633 +3%
FL
696
Fourthstone LLC
Missouri
$1.05M +$1.05M +24,100 New
CAAS
697
Capital Asset Advisory Services
Michigan
$1.04M -$146K -3,361 -12%
VWA
698
V Wealth Advisors
Kansas
$1.04M +$94.1K +2,160 +10%
PA
699
Profund Advisors
Maryland
$1.03M -$38.5K -884 -4%
VFA
700
Voya Financial Advisors
Connecticut
$1.03M +$32K +727 +3%
26 27
28
29 30