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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
$586M
2
BlackRock
BlackRock
New York
$4.36B
3
Goldman Sachs
Goldman Sachs
New York
$394M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$254M

Top Sellers

1
Barclays
Barclays
United Kingdom
$94.9M
2
Boston Partners
Boston Partners
Massachusetts
$407M
3
Capital International Investors
Capital International Investors
California
$862M
4
American Century Companies
American Century Companies
Missouri
$599M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFM
1076
Andesa Financial Management
Pennsylvania
$293K +$39.9K +909 +16%
MMM
1077
Mendel Money Management
Illinois
$290K +$8.26K +190 +3%
CSWM
1078
Cassady Schiller Wealth Management
Ohio
$287K +$18.7K +429 +7%
AFS
1079
Annapolis Financial Services
Maryland
$286K +$15K +343 +6%
BFM
1080
Boothbay Fund Management
New York
$286K +$286K +6,578 New
CA
1081
Carson Advisory
Georgia
$285K -$8.65K -199 -3%
PFWA
1082
Paces Ferry Wealth Advisors
Georgia
$285K -$566 -13 -0.2%
JSC
1083
Jackson Square Capital
California
$285K – – –
Q
1084
QVR
California
$285K +$113K +2,607 +66%
CH
1085
Canton Hathaway
Rhode Island
$284K -$24.6K -565 -8%
FDCDDQ
1086
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$18.1K +415 +7%
BMC
1087
Benin Management Corp
Connecticut
$283K -$2.18K -50 -0.8%
HFS
1088
Horizon Financial Services
North Carolina
$283K – – –
MBT
1089
Montecito Bank & Trust
California
$282K -$31.8K -729 -10%
OAM
1090
Occidental Asset Management
California
$282K – – –
KMWM
1091
Keudell/Morrison Wealth Management
Oregon
$281K +$32K +736 +13%
WJWM
1092
Williams Jones Wealth Management
New York
$280K -$27.1K -622 -9%
AAS
1093
Ameritas Advisory Services
Nebraska
$279K +$12.2K +281 +5%
MFP
1094
Meridian Financial Partners
Virginia
$279K +$31.9K +742 +13%
CPO
1095
Cerity Partners OCIO
New York
$277K -$22.8K -524 -8%
FAM
1096
Formidable Asset Management
Ohio
$277K – – –
DWM
1097
Doyle Wealth Management
Florida
$277K +$3K +69 +1%
PAM
1098
Premier Asset Management
Illinois
$277K +$277K +6,370 New
EL
1099
EMFO LLC
Florida
$275K – – –
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$275K +$6.22K +143 +2%
42 43
44
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