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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 %
BCWM
901
Bartlett & Co Wealth Management
Ohio
$513K -$20.5K -471 -4%
CPSAC
902
Chas P. Smith & Associates (CPS)
Florida
$510K -$32K -736 -6%
PCM
903
Penserra Capital Management
California
$510K -$29.6K -681 -5%
FWM
904
ForthRight Wealth Management
Georgia
$509K -$46.7K -1,073 -8%
FTC
905
Farmers Trust Company
Ohio
$509K -$7.1K -163 -1%
SWM
906
Sculati Wealth Management
Michigan
$508K – – –
RCM
907
Radnor Capital Management
Pennsylvania
$506K – – –
CCG
908
Cypress Capital Group
Florida
$504K -$11.4K -262 -2%
ADL
909
Asset Dedication LLC
California
$501K -$1.27K -29 -0.3%
HFG
910
Heron Financial Group
New York
$500K – – –
DY
911
Dowling & Yahnke
California
$499K -$23.4K -537 -4%
GWA
912
GGM Wealth Advisors
Maryland
$498K +$72.9K +1,664 +17%
IF
913
Intrua Financial
Texas
$497K -$26.7K -614 -5%
EGA
914
Eagle Global Advisors
Texas
$496K -$10.5M -240,812 -95%
MAM
915
Montchanin Asset Management
Delaware
$495K +$88K +2,020 +22%
CCP
916
Cassia Capital Partners
North Carolina
$493K +$88.1K +2,022 +22%
RIA
917
Realta Investment Advisors
Delaware
$492K +$3.22K +74 +0.7%
SJL
918
Shayne & Jacobs LLC
Tennessee
$487K – – –
KP
919
Keel Point
Alabama
$485K +$6.49K +149 +1%
VA
920
Valmark Advisers
Ohio
$484K +$162K +3,727 +50%
CIC
921
Crawford Investment Counsel
Georgia
$477K -$65.8K -1,512 -12%
TIM
922
Thompson Investment Management
Wisconsin
$476K – – –
WA
923
WealthTrust Axiom
Pennsylvania
$475K +$13.7K +314 +3%
HVIA
924
Hudson Valley Investment Advisors
New York
$474K -$58K -1,331 -11%
GRQ
925
Gardner Russo & Quinn
Pennsylvania
$472K +$2.74K +63 +0.6%
35 36
37
38 39