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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 %
HFP
1101
Holistic Financial Partners
Indiana
$338K -$351 -6 -0.1%
LGA
1102
Lebenthal Global Advisors
New York
$338K +$338K +5,775 New
BAM
1103
Berkshire Asset Management
Pennsylvania
$336K +$92.8K +1,587 +38%
TW
1104
TrinityPoint Wealth
Connecticut
$334K -$1.05K -18 -0.3%
AWAP
1105
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$996 -17 -0.3%
IA
1106
Insight Advisors
Pennsylvania
$334K – – –
HWA
1107
HHM Wealth Advisors
Tennessee
$333K -$24.8K -424 -7%
III
1108
Independent Investors Inc
New York
$331K -$29.3K -500 -8%
PI
1109
Putnam Investments
Massachusetts
$330K -$2.87K -49 -0.9%
EWM
1110
Evercore Wealth Management
New York
$326K – – –
HFM
1111
Hartford Financial Management
Connecticut
$325K -$4.92K -84 -1%
BA
1112
Bristlecone Advisors
Washington
$325K +$63.5K +1,084 +24%
BP
1113
BBR Partners
New York
$324K +$6.96K +119 +2%
DCM
1114
Dupont Capital Management
Delaware
$321K -$247K -4,232 -44%
PIMG
1115
Patriot Investment Management Group
Tennessee
$320K -$6.97K -119 -2%
WPC
1116
White Pine Capital
Minnesota
$319K – – –
PCP
1117
Proficio Capital Partners
Massachusetts
$319K +$1.05K +18 +0.3%
PWM
1118
PBMares Wealth Management
Virginia
$318K -$59 -1 -0%
AFA
1119
Arlington Financial Advisors
California
$316K – – –
HC
1120
Hamilton Capital
Ohio
$316K +$40.9K +699 +15%
OIA
1121
Optimum Investment Advisors
Illinois
$316K +$155K +2,650 +97%
AIM
1122
Aigen Investment Management
New York
$314K -$297K -4,978 -49%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$314K +$1.58K +27 +0.5%
FNBT
1124
FineMark National Bank & Trust
Florida
$312K -$7.25K -124 -2%
MKA
1125
M. Kulyk & Associates
Georgia
$312K -$527 -9 -0.2%
43 44
45
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