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Truist Financial
TFC

Overview Fund Activity

1,500 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 645 increasing their positions, 495 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
23.74%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
120
Increased
645
Reduced
495
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
876
Successful Portfolios
Florida
$702K – – –
EWA
877
Exencial Wealth Advisors
Oklahoma
$701K -$300K -5,287 -30%
GC
878
Gratus Capital
Georgia
$695K – – –
BC
879
Bartlett & Co
Ohio
$689K -$17K -299 -2%
BCWM
880
Bartlett & Co Wealth Management
Ohio
$689K -$17K -299 -2%
NEAM
881
New England Asset Management
Connecticut
$686K -$90.1K -1,590 -12%
RCG
882
Resource Consulting Group
Florida
$685K – – –
LWP
883
Lumature Wealth Partners
Georgia
$682K – – –
RW
884
Rede Wealth
Virginia
$678K +$170 +3 +0%
CFCI
885
Comprehensive Financial Consultants Institutional
Indiana
$676K -$11.3K -230 -2%
PFA
886
Pathway Financial Advisors
Vermont
$673K – – –
WA
887
WBH Advisory
Maryland
$673K +$18.7K +372 +3%
FTC
888
Farmers Trust Company
Ohio
$672K -$117K -2,058 -15%
CPSAC
889
Chas P. Smith & Associates (CPS)
Florida
$672K +$227 +4 +0%
IWC
890
Integrated Wealth Concepts
Massachusetts
$671K +$4.88K +86 +0.7%
CCG
891
Cypress Capital Group
Florida
$671K +$29.3K +517 +5%
OWA
892
Outlook Wealth Advisors
Texas
$670K -$4.54K -80 -0.7%
SPC
893
Sigma Planning Corp
Michigan
$670K +$92.4K +1,629 +16%
ESCM
894
Echo Street Capital Management
New York
$670K +$273K +4,810 +69%
FFP
895
Forbes Financial Planning
Rhode Island
$669K – – –
CI
896
Conning Inc
Connecticut
$668K -$4.54K -80 -0.7%
CCA
897
Checchi Capital Advisers
California
$667K +$43.4K +765 +7%
FAM
898
Formidable Asset Management
Ohio
$666K +$6.13K +108 +0.9%
SWM
899
Sculati Wealth Management
Michigan
$661K – – –
SSW
900
Stone Summit Wealth
Florida
$659K +$659K +11,923 New
34 35
36
37 38