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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 %
First Manhattan
851
First Manhattan
New York
$730K +$269K +4,603 +58%
BCWM
852
Bartlett & Co Wealth Management
Ohio
$728K -$87.9K -1,501 -11%
BC
853
Bartlett & Co
Ohio
$728K -$87.8K -1,501 -11%
SP
854
Successful Portfolios
Florida
$725K +$8.49K +145 +1%
ANI
855
American National Insurance
Texas
$724K -$4.29M -73,235 -86%
VLC
856
Van Leeuwen & Company
New Jersey
$722K -$9.19K -157 -1%
HSA
857
HBK Sorce Advisory
Pennsylvania
$722K +$12.1K +206 +2%
SBL
858
Sargent Bickham Lagudis
Colorado
$720K +$26.8K +457 +4%
BTWM
859
Baker Tilly Wealth Management
Wisconsin
$719K +$129K +2,212 +22%
OR
860
Olympiad Research
Connecticut
$719K +$234K +4,005 +48%
GC
861
Gratus Capital
Georgia
$717K – – –
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$709K -$1.7K -29 -0.2%
JSC
863
Jackson Square Capital
California
$709K +$103K +1,761 +17%
RCG
864
Resource Consulting Group
Florida
$708K +$708K +12,089 New
LWP
865
Lumature Wealth Partners
Georgia
$704K – – –
RW
866
Rede Wealth
Virginia
$699K -$1.07M -18,331 -61%
RCM
867
Radnor Capital Management
Pennsylvania
$698K -$26.4K -450 -4%
OWA
868
Outlook Wealth Advisors
Texas
$696K +$16K +274 +2%
CPSAC
869
Chas P. Smith & Associates (CPS)
Florida
$694K +$234 +4 +0%
CI
870
Conning Inc
Connecticut
$694K +$75.9K +1,298 +12%
ADL
871
Asset Dedication LLC
California
$693K -$8.16K -139 -1%
EMG
872
ETF Managers Group
New Jersey
$693K +$33K +564 +5%
EHWM
873
Eads & Heald Wealth Management
Georgia
$691K +$35.2K +601 +5%
FFP
874
Forbes Financial Planning
Rhode Island
$691K +$691K +11,800 New
AssetMark Inc
875
AssetMark Inc
California
$690K +$202K +3,445 +41%
33 34
35
36 37