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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 %
WC
776
Whitney & Co
New York
$993K -$23.1K -395 -2%
TFS
777
TrustCore Financial Services
Tennessee
$991K +$35.6K +608 +4%
FG
778
Fiduciary Group
Georgia
$975K -$37.6K -642 -4%
SIA
779
SeaBridge Investment Advisors
New Jersey
$967K -$89.4K -1,527 -8%
BIA
780
BHK Investment Advisors
Alabama
$966K -$44.8K -765 -4%
Assenagon Asset Management
781
Assenagon Asset Management
Luxembourg
$960K -$19.7K -337 -2%
PCM
782
Penserra Capital Management
California
$946K +$140K +2,218 +17%
IDBONY
783
Israel Discount Bank of New York
New York
$941K -$29.3K -500 -3%
MSA
784
Marino Stram & Associates
Massachusetts
$932K +$26.9K +459 +3%
PA
785
Parallel Advisors
California
$932K +$44.6K +762 +5%
CCM
786
Canal Capital Management
Virginia
$923K +$644 +11 +0.1%
MMHP
787
Murphy Middleton Hinkle & Parker
Georgia
$918K +$28.3K +483 +3%
GT
788
Greenleaf Trust
Michigan
$911K +$60.2K +1,028 +7%
LCM
789
Linker Capital Management
Kentucky
$909K +$909K +15,529 New
SIA
790
Schechter Investment Advisors
Michigan
$897K +$897K +15,325 New
AWM
791
Altium Wealth Management
New York
$895K +$128K +2,189 +17%
CCM
792
Coldstream Capital Management
Washington
$893K +$472K +8,056 +112%
RMC
793
Resources Management Corp
Connecticut
$890K – – –
IA
794
IFP Advisors
Florida
$888K +$17.6K +300 +2%
GCM
795
Galibier Capital Management
Ontario, Canada
$887K – – –
OA
796
Oak Associates
Ohio
$885K -$761 -13 -0.1%
FSA
797
Fort Sheridan Advisors
Illinois
$882K +$30.2K +515 +4%
CFCI
798
Comprehensive Financial Consultants Institutional
Indiana
$882K +$882K +14,013 New
RCM
799
Raleigh Capital Management
North Carolina
$879K +$879K +15,020 New
SSG
800
Summit Securities Group
New York
$869K +$869K +14,840 New
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