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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 %
AWA
826
Arete Wealth Advisors
Illinois
$635K +$306K +7,037 +93%
MC
827
Montag & Caldwell
Georgia
$634K – – –
LGA
828
Lebenthal Global Advisors
New York
$632K – – –
LSAG
829
Lake Street Advisors Group
New Hampshire
$631K +$49.7K +1,140 +9%
FFM
830
Forum Financial Management
Illinois
$628K -$2.31M -53,075 -79%
FCM
831
Fourpath Capital Management
Oklahoma
$627K – – –
GBT
832
Grove Bank & Trust
Florida
$625K +$153K +3,519 +32%
CGL
833
Clarius Group LLC
Washington
$624K +$14K +322 +2%
EP
834
Eudaimonia Partners
Tennessee
$621K -$2.86M -65,593 -82%
HBW
835
Hazlett, Burt & Watson
West Virginia
$621K +$33.7K +775 +6%
WFA
836
Wipfli Financial Advisors
Wisconsin
$620K +$620K +14,251 New
CTI
837
Community Trust & Investment
Kentucky
$617K – – –
GT
838
Greenleaf Trust
Michigan
$614K -$143K -3,277 -19%
PA
839
Parallel Advisors
California
$612K -$68K -1,562 -10%
VEA
840
Virtus ETF Advisers
New York
$612K +$612K +14,053 New
MAG
841
Mayfair Advisory Group
Alabama
$611K -$17.8K -398 -3%
Fisher Asset Management
842
Fisher Asset Management
Washington
$610K +$35.6K +818 +6%
AWG
843
Altus Wealth Group
Colorado
$609K – – –
PMG
844
ProVise Management Group
Florida
$609K +$213K +4,898 +54%
WAAG
845
Wealth Alliance Advisory Group
Kansas
$607K -$2.79K -64 -0.5%
SCI
846
S&CO Inc
Massachusetts
$604K – – –
AWC
847
Abundance Wealth Counselors
Pennsylvania
$603K +$13.3K +305 +2%
WA
848
Waverly Advisors
Alabama
$603K +$603K +13,842 New
HW
849
Hancock Whitney
Mississippi
$599K -$547K -12,559 -48%
CFG
850
Citizens Financial Group
Rhode Island
$598K +$1.74K +40 +0.3%
32 33
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