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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 %
MFP
1076
Meridian Financial Partners
Virginia
$371K -$6.47K -100 -2%
AWA
1077
Arete Wealth Advisors
Illinois
$371K +$96.4K +1,607 +35%
EL
1078
EMFO LLC
Florida
$370K – – –
CIS
1079
Connors Investor Services
Pennsylvania
$370K +$876 +15 +0.2%
QPWM
1080
Quadrant Private Wealth Management
Pennsylvania
$366K – – –
B
1081
Barings
North Carolina
$365K -$51K -871 -12%
GA
1082
GraniteShares Advisors
New York
$365K +$365K +6,238 New
CSWM
1083
Cassady Schiller Wealth Management
Ohio
$363K +$363K +6,196 New
CA
1084
CoreCap Advisors
Michigan
$363K +$363K +6,200 New
PCMK
1085
Paragon Capital Management (Kansas)
Kansas
$362K -$1.23K -21 -0.3%
AC
1086
ASB Consultores
Florida
$362K +$362K +6,181 New
SVWAG
1087
Sound View Wealth Advisors Group
Georgia
$361K -$90.6K -1,550 -20%
NICM
1088
Neo Ivy Capital Management
New York
$359K +$164K +2,796 +84%
GEA
1089
Glen Eagle Advisors
New Jersey
$359K -$34.3K -585 -9%
FC
1090
Ferris Capital
Massachusetts
$358K – – –
RB
1091
Renasant Bank
Mississippi
$358K +$51.9K +887 +17%
VC
1092
Veracity Capital
Georgia
$355K +$176 +3 +0%
IAN
1093
Integrated Advisors Network
Texas
$354K +$354K +6,038 New
TCM
1094
Tandem Capital Management
New Jersey
$353K +$585 +10 +0.2%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$350K -$56.8K -968 -14%
EWM
1096
EPG Wealth Management
Georgia
$350K +$12.8K +219 +4%
BAM
1097
Belpointe Asset Management
Nevada
$349K +$13K +221 +4%
CFO
1098
CVA Family Office
Colorado
$344K +$249K +4,252 +263%
AAS
1099
Ameritas Advisory Services
Nebraska
$341K +$341K +5,827 New
WI
1100
WrapManager Inc
California
$339K +$2.22K +38 +0.7%
42 43
44
45 46