TFC icon

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 %
EHWM
876
Eads & Heald Wealth Management
Georgia
$548K +$113K +2,604 +26%
NP
877
NorthRock Partners
Minnesota
$544K -$11.5K -265 -2%
SC
878
Savant Capital
Illinois
$542K -$38.7K -888 -7%
PA
879
Procyon Advisors
Connecticut
$541K +$23.7K +544 +5%
EWA
880
Exencial Wealth Advisors
Oklahoma
$540K -$4.44K -102 -0.8%
TL
881
Tradewinds LLC
North Carolina
$540K +$6.49K +149 +1%
SP
882
Successful Portfolios
Florida
$539K – – –
OWA
883
Outlook Wealth Advisors
Texas
$539K +$304 +7 +0.1%
RCAG
884
Rehmann Capital Advisory Group
Michigan
$539K -$17.9K -412 -3%
RWM
885
Ritholtz Wealth Management
New York
$535K +$334K +7,672 +166%
EMG
886
ETF Managers Group
New Jersey
$534K +$28K +643 +6%
FH
887
FWG Holdings
Florida
$533K +$3.35K +77 +0.6%
EFS
888
Essex Financial Services
Connecticut
$532K +$110K +2,529 +26%
TAIM
889
TD Ameritrade Investment Management
Nebraska
$531K -$130K -2,999 -20%
SWM
890
Sugarloaf Wealth Management
Georgia
$528K +$85K +1,949 +19%
BCP
891
Blue Chip Partners
Michigan
$527K -$604K -13,886 -53%
LWP
892
Lumature Wealth Partners
Georgia
$524K -$2.22K -51 -0.4%
EWM
893
EPG Wealth Management
Georgia
$523K +$176K +4,041 +51%
RW
894
Rede Wealth
Virginia
$522K +$218 +5 +0%
OAJ
895
Ogorek Anthony Joseph
New York
$520K +$5.61K +129 +1%
NB
896
NBT Bank
New York
$518K +$4.53K +104 +0.9%
PFA
897
Pathway Financial Advisors
Vermont
$517K – – –
FFP
898
Forbes Financial Planning
Rhode Island
$514K – – –
BC
899
Bartlett & Co
Ohio
$513K -$20.5K -471 -4%
SSW
900
Stone Summit Wealth
Florida
$513K -$4.35K -100 -0.8%
34 35
36
37 38