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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 %
ADL
901
Asset Dedication LLC
California
$653K -$17K -300 -3%
FH
902
FWG Holdings
Florida
$653K +$284K +5,008 +77%
KP
903
Keel Point
Alabama
$653K +$653K +11,521 New
HFG
904
Heron Financial Group
New York
$651K – – –
CWP
905
Curated Wealth Partners
California
$651K – – –
LSPW
906
Lake Street Private Wealth
Illinois
$643K +$33.9K +598 +6%
FMAEN1
907
Fund Management at Engine No 1
California
$640K +$640K +11,296 New
RCM
908
Radnor Capital Management
Pennsylvania
$635K -$40.3K -712 -6%
SJL
909
Shayne & Jacobs LLC
Tennessee
$634K – – –
HI
910
Horizon Investments
North Carolina
$632K +$97.2K +1,731 +18%
DA
911
Denali Advisors
California
$629K +$34K +600 +6%
OCG
912
Opus Capital Group
Ohio
$626K – – –
AWE
913
Avidian Wealth Enterprises
Texas
$624K +$10.1K +178 +2%
JSC
914
Jackson Square Capital
California
$623K -$64K -1,128 -9%
TIM
915
Thompson Investment Management
Wisconsin
$620K -$875K -15,432 -59%
CWC
916
Carolinas Wealth Consulting
North Carolina
$620K -$794 -14 -0.1%
TFA
917
Triad Financial Advisors
North Carolina
$618K -$2.78K -49 -0.4%
PTC
918
Philadelphia Trust Company
Pennsylvania
$616K +$1.42K +25 +0.2%
ANRIA
919
American National Registered Investment Advisor
Texas
$615K +$85.5K +1,508 +16%
CCWA
920
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$614K +$614K +10,831 New
CAM
921
Covenant Asset Management
New Jersey
$613K +$25.1K +442 +4%
NRA
922
NSI Retail Advisors
Pennsylvania
$612K – – –
CA
923
CSM Advisors
Pennsylvania
$612K – – –
BHBT
924
Burke & Herbert Bank & Trust
Virginia
$611K -$75.1K -1,324 -11%
LOPW
925
Live Oak Private Wealth
North Carolina
$611K -$10.8K -190 -2%
35 36
37
38 39