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Truist Financial
TFC

Overview Fund Activity

1,500 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 645 increasing their positions, 495 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
23.74%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
120
Increased
645
Reduced
495
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRF
726
IBM Retirement Fund
New York
$1.21M -$52.3K -922 -4%
SWA
727
Stratos Wealth Advisors
Ohio
$1.21M -$11.6K -204 -1%
WP
728
WealthPLAN Partners
Nebraska
$1.2M -$152K -3,138 -11%
WIM
729
WealthPlan Investment Management
Nebraska
$1.2M +$1.2M +24,920 New
MGP
730
Metis Global Partners
California
$1.2M +$536K +9,454 +81%
MA
731
MAS Advisors
Florida
$1.19M – – –
CAG
732
Csenge Advisory Group
Florida
$1.19M -$596K -10,507 -33%
SB
733
Simmons Bank
Arkansas
$1.19M – – –
SFG
734
Summit Financial Group
West Virginia
$1.19M +$142K +2,500 +14%
CCM
735
Compton Capital Management
Rhode Island
$1.18M -$29.8K -526 -2%
M
736
Mirova
France
$1.17M -$7.48K -132 -0.6%
AWA
737
Arkadios Wealth Advisors
Georgia
$1.17M +$694K +12,241 +147%
WPA
738
West Paces Advisors
Georgia
$1.16M -$567 -10 -0%
BCM
739
Banyan Capital Management
Georgia
$1.16M -$391K -6,887 -25%
GA
740
Greenspring Advisors
Maryland
$1.15M – – –
P
741
Pitcairn
Pennsylvania
$1.14M -$50.6K -892 -4%
OFG
742
OmniStar Financial Group
North Carolina
$1.14M -$249K -4,399 -18%
JCM
743
Jacobi Capital Management
Pennsylvania
$1.14M +$87.7K +1,548 +8%
SSWM
744
Sheets Smith Wealth Management
North Carolina
$1.14M +$14.9K +262 +1%
LFA
745
Legacy Financial Advisors
Kentucky
$1.13M +$25.3K +446 +2%
BFS
746
Bard Financial Services
Connecticut
$1.13M -$86.5K -1,525 -7%
THWM
747
Taylor Hoffman Wealth Management
Virginia
$1.13M +$283 +5 +0%
WIC
748
Woodmont Investment Counsel
Tennessee
$1.13M -$73.9K -1,304 -6%
EWA
749
EP Wealth Advisors
California
$1.13M +$525K +9,255 +87%
TAIM
750
TD Ameritrade Investment Management
Nebraska
$1.12M +$85.8K +1,513 +8%
28 29
30
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