TFC icon

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 %
PL
976
Parthenon LLC
Kentucky
$517K – – –
SQA
977
Simon Quick Advisors
New Jersey
$516K +$4.7K +83 +0.9%
CAM
978
Cozad Asset Management
Illinois
$515K +$45.6K +805 +10%
EWM
979
Evermay Wealth Management
Virginia
$513K -$90.7K -1,600 -15%
HKIM
980
Hayek Kallen Investment Management
Alabama
$513K – – –
GWA
981
GGM Wealth Advisors
Maryland
$504K +$504K +9,708 New
PA
982
Procyon Advisors
Connecticut
$503K +$10K +177 +2%
CCP
983
Cassia Capital Partners
North Carolina
$502K -$21.1K -372 -4%
LGA
984
Lebenthal Global Advisors
New York
$502K +$175K +3,090 +54%
MPIA
985
Mountain Pacific Investment Advisers
Idaho
$501K -$11.8K -209 -2%
NL
986
NWAM LLC
Washington
$500K +$91.8K +1,621 +23%
QIM
987
Quantitative Investment Management
Virginia
$499K -$560K -9,882 -53%
CIC
988
Chase Investment Counsel
Virginia
$499K – – –
LIM
989
Longfellow Investment Management
Massachusetts
$498K – – –
ARMC
990
American Research & Management Company
Massachusetts
$496K – – –
BAM
991
Berkshire Asset Management
Pennsylvania
$496K +$170K +3,000 +52%
IFWM
992
Institute for Wealth Management
Colorado
$494K +$9.97K +176 +2%
MIA
993
MainStreet Investment Advisors
Illinois
$492K +$111K +1,967 +29%
AL
994
Aspiriant LLC
California
$487K -$48.1K -849 -9%
FCM
995
Fourpath Capital Management
Oklahoma
$484K – – –
CFO
996
Collective Family Office
Pennsylvania
$484K +$2.95K +52 +0.6%
LCM
997
Laurion Capital Management
New York
$483K +$483K +8,512 New
OFG
998
Oxford Financial Group
Indiana
$482K -$25.5K -449 -5%
APG
999
Abacus Planning Group
South Carolina
$481K -$5.32K -94 -1%
CIM
1000
CIM Investment Management
Pennsylvania
$479K -$624 -11 -0.1%
38 39
40
41 42