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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 %
CSPIA
1001
Cary Street Partners Investment Advisory
Virginia
$456K +$100K +1,707 +28%
WWM
1002
Wagner Wealth Management
South Carolina
$452K +$644 +11 +0.1%
CCA
1003
Cobblestone Capital Advisors
New York
$449K -$23.4K -399 -5%
CFMC
1004
Curbstone Financial Management Corp
New Hampshire
$449K -$4.45K -76 -1%
QCG
1005
Quadrant Capital Group
Ohio
$449K +$3.4K +58 +0.8%
SFM
1006
Systematic Financial Management
New Jersey
$448K – – –
PIM
1007
Penobscot Investment Management
Massachusetts
$446K – – –
P
1008
&Partners
Tennessee
$445K +$702 +12 +0.2%
GAM
1009
Gemmer Asset Management
California
$444K – – –
NGA
1010
Naples Global Advisors
Florida
$443K +$703 +12 +0.2%
AWM
1011
Affinity Wealth Management
Delaware
$442K +$32K +490 +8%
CIM
1012
Contravisory Investment Management
Massachusetts
$442K +$56.2K +959 +15%
BBA
1013
Braun-Bostich & Associates
Pennsylvania
$442K +$442K +6,760 New
AF
1014
Advisornet Financial
Minnesota
$436K +$11.4K +195 +3%
TL
1015
Tradewinds LLC
North Carolina
$436K +$436K +11,800 New
MIFH
1016
Migdal Insurance & Financial Holdings
Israel
$432K -$1.18M -20,148 -73%
VA
1017
Valmark Advisers
Ohio
$430K +$95.4K +1,630 +29%
WCM
1018
Washington Capital Management
Washington
$429K – – –
SB
1019
Strategic Blueprint
Georgia
$428K +$69.3K +1,184 +19%
AAM
1020
Augustine Asset Management
Florida
$427K -$6.73K -115 -2%
RPG
1021
Resource Planning Group
Georgia
$427K – – –
SCM
1022
Stevens Capital Management
Pennsylvania
$427K +$427K +7,291 New
SEIA
1023
Signature Estate & Investment Advisors
California
$426K -$12.5K -214 -3%
FH
1024
FWG Holdings
Florida
$426K +$26.8K +409 +7%
CWM
1025
Congress Wealth Management
Massachusetts
$424K +$424K +7,247 New
39 40
41
42 43