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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 %
FA
1001
Faithward Advisors
Pennsylvania
$477K – – –
SB
1002
Strategic Blueprint
Georgia
$477K +$62.2K +1,097 +15%
PCA
1003
Personal Capital Advisors
California
$475K -$102K -1,799 -18%
NC
1004
NewSquare Capital
Pennsylvania
$474K -$11.3K -200 -2%
GIA
1005
Gateway Investment Advisers
Ohio
$467K -$2.55K -45 -0.5%
STA
1006
Summit Trail Advisors
New York
$466K +$466K +8,217 New
BCM
1007
Birmingham Capital Management
Alabama
$465K – – –
BWP
1008
BSW Wealth Partners
Colorado
$465K +$56.2K +991 +14%
A
1009
Astrantus
Cyprus
$465K +$465K +8,200 New
1WA
1010
180 Wealth Advisors
Washington
$464K +$3.49K +67 +0.8%
SAMT
1011
Select Asset Management & Trust
Pennsylvania
$461K +$58.7K +1,036 +15%
XWM
1012
Xcel Wealth Management
Florida
$460K – – –
NW
1013
NewEdge Wealth
Pennsylvania
$460K +$222K +3,918 +94%
MBT
1014
Montecito Bank & Trust
California
$459K – – –
BEI
1015
Benjamin Edwards Inc
Missouri
$459K +$202K +3,569 +79%
GC
1016
Gilbert & Cook
Iowa
$458K +$15.2K +268 +3%
IAN
1017
Integrated Advisors Network
Texas
$458K +$116K +2,048 +34%
DSN
1018
D. Scott Neal
Kentucky
$457K – – –
GBT
1019
Grove Bank & Trust
Florida
$456K +$77.8K +1,373 +21%
GLA
1020
Good Life Advisors
Pennsylvania
$455K +$10.4K +183 +2%
CLOS
1021
Compagnie Lombard Odier SCmA
Switzerland
$454K – – –
HNWAG
1022
High Net Worth Advisory Group
Florida
$453K – – –
MWM
1023
Madison Wealth Management
Ohio
$453K – – –
ECM
1024
Evergreen Capital Management
Washington
$453K +$57.6K +1,017 +15%
WDC
1025
Woodward Diversified Capital
California
$453K +$60.9K +1,074 +16%
39 40
41
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