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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 %
HW
826
Hancock Whitney
Mississippi
$785K -$9.44K -161 -1%
FI
827
Fractal Investments
Connecticut
$785K +$785K +13,403 New
PRC
828
Pearl River Capital
Michigan
$783K +$783K +13,366 New
HVIA
829
Hudson Valley Investment Advisors
New York
$777K -$53.9K -920 -6%
DY
830
Dowling & Yahnke
California
$776K -$11.1K -190 -1%
LIM
831
Loudon Investment Management
New Hampshire
$775K -$29.3K -500 -4%
SACTSONJ
832
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$768K – – –
IWM
833
IHT Wealth Management
Illinois
$766K +$22.1K +377 +3%
CFGS
834
Concourse Financial Group Securities
Alabama
$765K -$1.23K -21 -0.2%
TAM
835
Trust Asset Management
Texas
$763K – – –
WA
836
WBH Advisory
Maryland
$763K +$18.7K +320 +3%
EIA
837
Eastover Investment Advisors
North Carolina
$762K – – –
CPA
838
Court Place Advisors
Maryland
$762K – – –
LWMM
839
Legacy Wealth Management (Mississippi)
Mississippi
$760K +$3.92K +67 +0.5%
WC
840
Westhampton Capital
North Carolina
$758K -$2.17K -37 -0.3%
CIC
841
Chilton Investment Company
Connecticut
$758K – – –
AIM
842
Allen Investment Management
New York
$758K +$758K +12,950 New
SC
843
Savant Capital
Illinois
$755K +$55.3K +945 +8%
FFMBT
844
First Farmers & Merchants Bank Trust
Tennessee
$754K +$754K +12,884 New
WCAMG
845
Woodard & Company Asset Management Group
North Carolina
$748K – – –
CIC
846
Carnegie Investment Counsel
Ohio
$747K +$89.3K +1,525 +14%
PFA
847
Pathway Financial Advisors
Vermont
$745K +$745K +11,864 New
NP
848
NorthRock Partners
Minnesota
$737K +$130K +2,213 +21%
HFG
849
Heron Financial Group
New York
$735K -$5.44K -85 -0.7%
EWA
850
EverSource Wealth Advisors
Alabama
$731K +$731K +12,472 New
32 33
34
35 36