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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 %
QI
926
Qtron Investments
Massachusetts
$471K – – –
CA
927
CSM Advisors
Pennsylvania
$470K – – –
NRA
928
NSI Retail Advisors
Pennsylvania
$470K – – –
CFAM
929
Center For Asset Management
Florida
$468K +$81.1K +1,864 +21%
BTWM
930
Baker Tilly Wealth Management
Wisconsin
$466K +$2.53K +58 +0.5%
HSA
931
HBK Sorce Advisory
Pennsylvania
$465K +$124K +2,856 +37%
MCM
932
MAI Capital Management
Ohio
$464K -$11.4K -261 -2%
LOPW
933
Live Oak Private Wealth
North Carolina
$460K – – –
IRAG
934
Investment Research & Advisory Group
Georgia
$458K +$479 +11 +0.1%
CAM
935
Covenant Asset Management
New Jersey
$457K -$13.7K -315 -3%
TFA
936
Triad Financial Advisors
North Carolina
$454K +$6.18K +142 +1%
OA
937
Oak Associates
Ohio
$452K -$16.3K -375 -3%
OR
938
Olympiad Research
Connecticut
$450K -$2.66K -61 -0.6%
FCFC
939
First Commonwealth Financial Corp
Pennsylvania
$449K +$25.9K +596 +6%
CI
940
Conning Inc
Connecticut
$448K -$61.2K -1,405 -12%
SP
941
Symmetry Partners
Connecticut
$447K +$49.4K +1,135 +12%
GCM
942
Graham Capital Management
Connecticut
$447K +$447K +10,268 New
SCM
943
Shelton Capital Management
Colorado
$445K -$2.75M -63,200 -86%
ESB
944
Essex Savings Bank
Connecticut
$445K -$305 -7 -0.1%
FA
945
Fortis Advisors
Pennsylvania
$445K +$11.2K +258 +3%
1SB
946
1ST Source Bank
Indiana
$445K +$18.4K +422 +4%
LWAM
947
Legacy Wealth Asset Management
Minnesota
$445K +$445K +10,231 New
PTC
948
Philadelphia Trust Company
Pennsylvania
$443K -$17.4K -400 -4%
GL
949
Graypoint LLC
New York
$441K +$62.4K +1,433 +16%
CFGS
950
Concourse Financial Group Securities
Alabama
$439K +$3.22K +74 +0.7%
36 37
38
39 40