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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 %
CA
901
CSM Advisors
Pennsylvania
$632K – – –
NRA
902
NSI Retail Advisors
Pennsylvania
$632K – – –
BB
903
Busey Bank
Illinois
$630K -$43.5K -743 -6%
MSFS
904
Main Street Financial Solutions
Pennsylvania
$630K -$10.1K -172 -2%
LSPW
905
Lake Street Private Wealth
Illinois
$629K +$165K +2,810 +35%
MMPW
906
Mitchell McLeod Pugh & Williams
Alabama
$628K +$18.2K +310 +3%
GRQ
907
Gardner Russo & Quinn
Pennsylvania
$626K +$2.58K +44 +0.4%
CNC
908
Canandaigua National Corp
New York
$625K -$86K -1,470 -12%
EWM
909
Evermay Wealth Management
Virginia
$624K -$8.2K -140 -1%
MPM
910
MBB Public Markets
Illinois
$622K +$622K +10,631 New
WA
911
WealthTrust Axiom
Pennsylvania
$621K +$7.02K +120 +1%
EWA
912
EP Wealth Advisors
California
$619K -$58.4K -998 -9%
DA
913
Denali Advisors
California
$615K -$11.7K -200 -2%
SCM
914
Southport Capital Management
Tennessee
$612K +$164K +2,808 +37%
CAM
915
Covenant Asset Management
New Jersey
$607K – – –
ESB
916
Essex Savings Bank
Connecticut
$599K -$820 -14 -0.1%
SAM
917
Summit Asset Management
Tennessee
$598K -$54.6K -932 -8%
SPC
918
Sigma Planning Corp
Michigan
$596K -$3.81K -65 -0.6%
AWG
919
Altus Wealth Group
Colorado
$594K -$13.5K -231 -2%
VWA
920
V Wealth Advisors
Kansas
$594K +$59 +1 +0%
MGWM
921
Marks Group Wealth Management
Minnesota
$594K +$109K +1,861 +22%
GIA
922
Guyasuta Investment Advisors
Pennsylvania
$594K +$117K +2,000 +25%
Carson Wealth (CWM LLC)
923
Carson Wealth (CWM LLC)
Nebraska
$594K +$594K +10,138 New
MYIA
924
Mount Yale Investment Advisors
Colorado
$593K +$6.91K +118 +1%
AA
925
Advisory Alpha
Michigan
$590K -$30.8K -525 -5%
35 36
37
38 39