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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 %
MPIA
1001
Mountain Pacific Investment Advisers
Idaho
$385K – – –
QCG
1002
Quadrant Capital Group
Ohio
$382K -$3.18K -73 -0.8%
ARMC
1003
American Research & Management Company
Massachusetts
$381K – – –
DI
1004
DFPG Investments
Utah
$381K +$381K +9,181 New
WDC
1005
Woodward Diversified Capital
California
$380K -$9.01K -207 -2%
BAM
1006
Berkshire Asset Management
Pennsylvania
$379K -$2.22K -51 -0.6%
IFWM
1007
Institute for Wealth Management
Colorado
$379K – – –
GC
1008
Gilbert & Cook
Iowa
$377K +$7.95K +181 +2%
CCA
1009
Cobblestone Capital Advisors
New York
$376K +$7.84K +180 +2%
AIA
1010
Arbor Investment Advisors
North Carolina
$374K -$2.79M -64,201 -88%
SBL
1011
Sargent Bickham Lagudis
Colorado
$372K +$5.15K +118 +1%
BCM
1012
Birmingham Capital Management
Alabama
$372K +$14.6K +335 +4%
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$369K +$76.7K +1,760 +26%
QCM
1014
Quantinno Capital Management
New York
$369K +$93.1K +2,139 +34%
PCM
1015
Prelude Capital Management
New York
$366K -$8.4K -193 -2%
CIM
1016
CIM Investment Management
Pennsylvania
$366K – – –
NC
1017
NewSquare Capital
Pennsylvania
$364K – – –
FPWM
1018
FSB Premier Wealth Management
Iowa
$363K -$7.57K -174 -2%
PCOC
1019
Power Corp of Canada
Canada
$356K +$356K +8,176 New
PWMAG
1020
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$64.3K +1,476 +22%
XWM
1021
Xcel Wealth Management
Florida
$354K – – –
RB
1022
Renasant Bank
Mississippi
$353K -$89.1K -2,047 -20%
DSN
1023
D. Scott Neal
Kentucky
$351K – – –
FNFDCM
1024
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$351K +$10.9K +250 +3%
VFP
1025
Verus Financial Partners
Virginia
$350K -$36K -831 -9%
39 40
41
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