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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 %
SAA
1026
Southeast Asset Advisors
Georgia
$422K -$12.2K -208 -3%
BWP
1027
BSW Wealth Partners
Colorado
$422K -$4.74K -81 -1%
NL
1028
NWAM LLC
Washington
$422K +$26.1K +445 +7%
PH
1029
Pinnacle Holdings
Oklahoma
$418K – – –
LI
1030
Lafayette Investments
Maryland
$418K -$585 -10 -0.1%
SAMT
1031
Select Asset Management & Trust
Pennsylvania
$416K – – –
CH
1032
Canton Hathaway
Rhode Island
$415K – – –
MCM
1033
Mill Capital Management
North Carolina
$414K +$414K +7,064 New
ST
1034
Smithfield Trust
Pennsylvania
$413K -$883 -15 -0.2%
MCWS
1035
McKinley Carter Wealth Services
West Virginia
$412K +$412K +7,030 New
ESCM
1036
Echo Street Capital Management
New York
$410K +$410K +7,000 New
ACM
1037
AUA Capital Management
Pennsylvania
$409K +$8.78K +150 +2%
VCM
1038
Vigilant Capital Management
Maine
$409K +$391K +6,677 +2,196%
ECM
1039
Evergreen Capital Management
Washington
$408K +$39K +667 +11%
CBT
1040
Central Bank & Trust
Kentucky
$407K +$352K +6,000 +635%
FCB
1041
First Command Bank
Texas
$406K – – –
WDC
1042
Woodward Diversified Capital
California
$405K +$48K +819 +13%
IFA
1043
Index Fund Advisors
California
$405K +$405K +6,912 New
SHA
1044
Seneca House Advisors
Virginia
$403K +$762 +13 +0.2%
IA
1045
IFG Advisory
Georgia
$402K +$39K +668 +11%
EI
1046
Ellevest Inc
New York
$402K +$58.2K +994 +17%
FPS
1047
Fieldpoint Private Securities
Connecticut
$401K -$15.9K -272 -4%
TC
1048
Titleist Capital
Texas
$401K +$401K +6,852 New
SMA
1049
Sage Mountain Advisors
Georgia
$398K -$125K -2,138 -24%
GB
1050
Goepper Burkhardt
South Carolina
$397K – – –
40 41
42
43 44