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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 %
BIA
726
BHK Investment Advisors
Alabama
$927K +$2.61K +60 +0.3%
CG
727
Caprock Group
Idaho
$926K -$188K -4,320 -17%
FBT
728
First Bankers Trust
Kentucky
$926K +$39.9K +917 +5%
MCCP
729
Mission Creek Capital Partners
California
$924K -$13.1K -300 -1%
MA
730
Mutual Advisors
Nebraska
$924K +$18.1K +416 +2%
IC
731
Inverness Counsel
New York
$921K +$93.4K +2,145 +11%
SFP
732
Shepherd Financial Partners
Massachusetts
$914K +$14.8K +340 +2%
SFG
733
Summit Financial Group
West Virginia
$911K – – –
OPS
734
Orion Portfolio Solutions
Nebraska
$910K +$228K +5,226 +33%
VFA
735
Valeo Financial Advisors
Indiana
$903K +$109K +2,505 +14%
NB
736
Nicolet Bankshares
Wisconsin
$901K -$45.5K -1,044 -5%
Vontobel Holding
737
Vontobel Holding
Switzerland
$897K -$77.5K -1,778 -8%
MSA
738
Marino Stram & Associates
Massachusetts
$896K +$86.7K +1,992 +11%
LFA
739
Legacy Financial Advisors
Kentucky
$894K +$13.9K +319 +2%
WIM
740
WealthPlan Investment Management
Nebraska
$889K +$889K +21,256 New
IAIM
741
Industrial Alliance Investment Management
Quebec, Canada
$887K -$14.4K -330 -2%
TMAM
742
Tokio Marine Asset Management
Japan
$883K +$122K +2,796 +16%
MA
743
MAS Advisors
Florida
$879K – – –
OFG
744
OmniStar Financial Group
North Carolina
$879K +$2.57K +59 +0.3%
WANY
745
Wealthspire Advisors (New York)
New York
$874K -$121K -2,774 -12%
CA
746
Clearstead Advisors
Ohio
$874K -$53.6K -1,232 -6%
WIC
747
Woodmont Investment Counsel
Tennessee
$873K -$19.9K -457 -2%
CWP
748
Curated Wealth Partners
California
$873K +$20.6K +473 +2%
THWM
749
Taylor Hoffman Wealth Management
Virginia
$871K +$305 +7 +0%
P
750
Pitcairn
Pennsylvania
$865K +$21.2K +488 +3%
28 29
30
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