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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 %
SWM
926
Sugarloaf Wealth Management
Georgia
$589K +$527 +9 +0.1%
AAI
927
American Assets Inc
California
$586K – – –
BWA
928
BDO Wealth Advisors
Florida
$586K +$9.25K +158 +2%
SG
929
StoneX Group
New York
$586K +$366K +6,247 +166%
SBH
930
Segall Bryant & Hamill
Illinois
$585K -$97.1K -1,655 -14%
NFG
931
Next Financial Group
Texas
$585K +$29.7K +508 +5%
WSCM
932
Wellington Shields Capital Management
New York
$584K +$160K +2,725 +38%
VCM
933
Virtue Capital Management
Tennessee
$580K -$34.6K -591 -6%
PCA
934
Personal Capital Advisors
California
$573K +$45.6K +810 +9%
1SB
935
1ST Source Bank
Indiana
$567K +$5.97K +102 +1%
AFM
936
Andesa Financial Management
Pennsylvania
$564K +$24.2K +413 +4%
NB
937
NBT Bank
New York
$559K -$23.9K -409 -4%
HI
938
Horizon Investments
North Carolina
$554K +$45.1K +775 +9%
AL
939
Aspiriant LLC
California
$553K -$134K -2,291 -20%
CIC
940
Crawford Investment Counsel
Georgia
$552K -$54.8K -936 -9%
Koshinski Asset Management
941
Koshinski Asset Management
Illinois
$551K -$25.6K -437 -4%
EFS
942
Essex Financial Services
Connecticut
$551K +$551K +9,413 New
ANRIA
943
American National Registered Investment Advisor
Texas
$547K -$117 -2 -0%
1WA
944
180 Wealth Advisors
Washington
$544K -$20.2K -328 -4%
CCP
945
Cassia Capital Partners
North Carolina
$540K +$540K +9,218 New
FA
946
Fiducient Advisors
Illinois
$539K +$8.02K +137 +2%
SP
947
Symmetry Partners
Connecticut
$535K – – –
EN1L
948
Engine No 1 LLC
California
$535K +$113K +1,938 +27%
PL
949
Parthenon LLC
Kentucky
$534K – – –
FPWM
950
FSB Premier Wealth Management
Iowa
$533K -$76.6K -1,309 -13%
36 37
38
39 40