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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 %
GAM
751
Gotham Asset Management
New York
$1.09M +$567K +9,683 +109%
IMOV
752
Investment Management of Virginia
Virginia
$1.08M +$20.8K +355 +2%
ACWM
753
Adams Chetwood Wealth Management
North Carolina
$1.08M -$31.2K -532 -3%
MW
754
Marcum Wealth
Ohio
$1.08M +$5.45K +93 +0.5%
SFG
755
Summit Financial Group
West Virginia
$1.08M +$293K +5,000 +37%
OPS
756
Orion Portfolio Solutions
Nebraska
$1.08M +$83.9K +1,433 +8%
FBT
757
First Bank & Trust
South Dakota
$1.07M +$479K +8,178 +80%
NCM
758
Novare Capital Management
North Carolina
$1.07M +$94.7K +1,618 +10%
TAIM
759
TD Ameritrade Investment Management
Nebraska
$1.07M +$12.4K +212 +1%
SL
760
Salomon & Ludwin
Virginia
$1.07M +$13.3K +228 +1%
AIP
761
Ameritas Investment Partners
Nebraska
$1.06M -$27.6K -471 -3%
DWA
762
Douglass Winthrop Advisors
New York
$1.04M -$1.35K -23 -0.1%
Lido Advisors
763
Lido Advisors
California
$1.03M +$24.2K +413 +2%
EWA
764
Exencial Wealth Advisors
Oklahoma
$1.03M +$235K +4,015 +29%
MCWA
765
Meadow Creek Wealth Advisors
Georgia
$1.03M +$1.03M +17,601 New
TYCC
766
Texas Yale Capital Corp
Florida
$1.02M – – –
NB
767
Nicolet Bankshares
Wisconsin
$1.02M +$102K +1,737 +11%
LCM
768
Leisure Capital Management
California
$1.02M +$71K +1,213 +8%
BW
769
Bison Wealth
Georgia
$1.02M -$22.4K -382 -2%
WS
770
Wedbush Securities
California
$1.02M +$111K +1,893 +12%
BJL
771
Brighton Jones LLC
Washington
$1.01M +$68.2K +1,164 +7%
FCA
772
FLC Capital Advisors
California
$1.01M +$110K +1,875 +12%
IAIM
773
Industrial Alliance Investment Management
Quebec, Canada
$1.01M +$1.01M +17,216 New
OIA
774
OneDigital Investment Advisors
Kansas
$996K -$21.6K -369 -2%
GF
775
Gabelli Funds
New York
$995K – – –
29 30
31
32 33