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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 %
IWC
876
Integrated Wealth Concepts
Massachusetts
$688K -$12.9K -221 -2%
FAM
877
Formidable Asset Management
Ohio
$687K – – –
SWM
878
Sculati Wealth Management
Michigan
$683K – – –
MGP
879
Metis Global Partners
California
$681K +$681K +11,635 New
LSAG
880
Lake Street Advisors Group
New Hampshire
$673K +$673K +11,494 New
CCG
881
Cypress Capital Group
Florida
$662K -$125K -2,135 -16%
BFO
882
Biltmore Family Office
North Carolina
$662K +$19.5K +333 +3%
CIBC World Market
883
CIBC World Market
Ontario, Canada
$657K +$212K +3,623 +48%
SJL
884
Shayne & Jacobs LLC
Tennessee
$655K – – –
CWP
885
Curated Wealth Partners
California
$651K +$3.74K +64 +0.6%
MWM
886
Marietta Wealth Management
Georgia
$650K – – –
LS
887
Livforsakringsbolaget Skandia
Sweden
$649K -$392K -6,700 -38%
RIA
888
Realta Investment Advisors
Delaware
$647K -$8.6K -147 -1%
OCG
889
Opus Capital Group
Ohio
$647K – – –
CCA
890
Checchi Capital Advisers
California
$644K +$31.6K +540 +5%
BP
891
Ballentine Partners
Massachusetts
$643K – – –
CRI
892
Colonial River Investments
Virginia
$643K +$643K +10,974 New
LOPW
893
Live Oak Private Wealth
North Carolina
$642K -$366K -6,247 -36%
FCFC
894
First Commonwealth Financial Corp
Pennsylvania
$641K +$3.4K +58 +0.5%
CWC
895
Carolinas Wealth Consulting
North Carolina
$641K +$72.7K +1,241 +13%
HT
896
HighTower Trust
Texas
$641K +$641K +10,943 New
TFA
897
Triad Financial Advisors
North Carolina
$641K +$641K +10,950 New
PTC
898
Philadelphia Trust Company
Pennsylvania
$635K -$16.4K -280 -3%
AWMT
899
AAFMAA Wealth Management & Trust
North Carolina
$634K – – –
AWE
900
Avidian Wealth Enterprises
Texas
$634K +$26K +444 +4%
34 35
36
37 38