TFC icon

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 %
MAG
801
Mayfair Advisory Group
Alabama
$855K – – –
PTC
802
Private Trust Company
Ohio
$853K -$20.8K -355 -2%
BWM
803
BT Wealth Management
Georgia
$851K +$168K +2,864 +25%
CFG
804
Citizens Financial Group
Rhode Island
$844K +$5.16K +88 +0.6%
FPAS
805
Focus Partners Advisor Solutions
Missouri
$844K +$844K +14,422 New
HH
806
Hilltop Holdings
Texas
$837K +$101K +1,733 +14%
CTI
807
Community Trust & Investment
Kentucky
$830K -$3.57K -61 -0.4%
CGL
808
Clarius Group LLC
Washington
$828K +$18.4K +314 +2%
VFA
809
Voya Financial Advisors
Connecticut
$817K -$36.3K -621 -4%
LA
810
Lindenwold Advisors
Pennsylvania
$815K +$815K +13,915 New
FTC
811
Farmers Trust Company
Ohio
$814K -$23.2K -397 -3%
SCI
812
S&CO Inc
Massachusetts
$813K – – –
HWIS
813
Hancock Whitney Investment Services
Louisiana
$813K +$813K +13,764 New
NB
814
Northwest Bancshares
Pennsylvania
$809K – – –
WAAG
815
Wealth Alliance Advisory Group
Kansas
$806K +$5.62K +96 +0.7%
VFA
816
Valeo Financial Advisors
Indiana
$805K +$64.9K +1,109 +9%
NEAM
817
New England Asset Management
Connecticut
$802K -$43.9K -750 -5%
TMAM
818
Tokio Marine Asset Management
Japan
$802K +$72.4K +1,236 +10%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$802K -$7.03K -120 -0.9%
MFG
820
Monte Financial Group
Connecticut
$799K -$62.8K -1,072 -7%
NSB
821
Norway Savings Bank
Maine
$796K -$7.67K -131 -1%
ECG
822
Edge Capital Group
Georgia
$796K +$76.9K +1,313 +11%
CG
823
Caprock Group
Idaho
$794K +$102K +1,735 +15%
EH
824
Equitable Holdings
New York
$793K +$1.23K +21 +0.2%
BAS
825
Brown Advisory Securities
Maryland
$793K +$17.7K +300 +2%
31 32
33
34 35