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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 %
FS
976
Ferguson Shapiro
Georgia
$407K – – –
1W
977
1776 Wealth
Georgia
$407K +$69.6K +1,600 +21%
BWA
978
BDO Wealth Advisors
Florida
$406K -$35.2K -809 -8%
RWB
979
RMR Wealth Builders
New Jersey
$406K – – –
AA
980
Advisory Alpha
Michigan
$406K +$828 +19 +0.2%
MYIA
981
Mount Yale Investment Advisors
Colorado
$405K -$5.71K -131 -1%
NRI
982
NFP Retirement Inc
California
$405K +$348 +8 +0.1%
CIBC World Market
983
CIBC World Market
Ontario, Canada
$404K +$209K +4,802 +107%
GIA
984
Gladstone Institutional Advisory
Florida
$403K -$101K -2,313 -20%
FA
985
Fiducient Advisors
Illinois
$401K – – –
KC
986
Kingfisher Capital
North Carolina
$400K -$1.26K -29 -0.3%
BEI
987
Benjamin Edwards Inc
Missouri
$399K -$12.3K -282 -3%
KA
988
Kovack Advisors
Florida
$399K +$5.83K +134 +1%
CF
989
Centaurus Financial
California
$398K +$43.9K +1,008 +12%
PL
990
Parthenon LLC
Kentucky
$397K – – –
IA
991
IFG Advisory
Georgia
$397K +$120K +2,765 +43%
SSG
992
Summit Securities Group
New York
$396K +$266K +6,118 +205%
HKIM
993
Hayek Kallen Investment Management
Alabama
$394K – – –
STA
994
Summit Trail Advisors
New York
$394K +$43.9K +1,010 +13%
MCM
995
Mill Capital Management
North Carolina
$391K -$11.2K -258 -3%
ZCA
996
Zeke Capital Advisors
Pennsylvania
$391K -$1.17K -27 -0.3%
EWM
997
Evermay Wealth Management
Virginia
$389K -$1.83K -42 -0.5%
SBH
998
Segall Bryant & Hamill
Illinois
$388K -$29.1K -664 -7%
SIM
999
Sentry Investment Management
Wisconsin
$388K – – –
NL
1000
NWAM LLC
Washington
$387K -$14.1K -323 -4%
38 39
40
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