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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 %
AAM
1101
Augustine Asset Management
Florida
$274K -$3.79K -87 -1%
VT
1102
Vise Technologies
New York
$274K +$274K +6,290 New
CBTWT
1103
Community Bank & Trust (Waco, Texas)
Texas
$273K +$9.16K +210 +3%
FFA
1104
First Foundation Advisors
California
$272K -$10.5K -242 -4%
T
1105
TCWP
Ohio
$271K -$13.1K -302 -5%
CIS
1106
Connors Investor Services
Pennsylvania
$271K – – –
BA
1107
Bristlecone Advisors
Washington
$271K +$12.7K +291 +5%
GVAG
1108
Great Valley Advisor Group
Delaware
$270K +$1.74K +40 +0.6%
MA
1109
MJP Associates
Connecticut
$270K +$270K +6,192 New
GEA
1110
Glen Eagle Advisors
New Jersey
$269K -$3.96K -91 -1%
WP
1111
WealthShield Partners
North Carolina
$268K -$7.41K -170 -3%
LIM
1112
Loudon Investment Management
New Hampshire
$263K -$708K -16,236 -73%
GB
1113
Goepper Burkhardt
South Carolina
$263K -$9.13K -210 -3%
PTC
1114
Petrus Trust Company
Texas
$261K +$261K +5,997 New
HWA
1115
HHM Wealth Advisors
Tennessee
$259K -$5.63K -129 -2%
SHA
1116
Seneca House Advisors
Virginia
$256K -$60.5K -1,390 -19%
OIA
1117
Optimum Investment Advisors
Illinois
$256K +$12.2K +279 +5%
AAP
1118
Arax Advisory Partners
Colorado
$255K -$145K -3,334 -36%
AF
1119
Advisornet Financial
Minnesota
$255K -$131 -3 -0.1%
PIA
1120
Pinion Investment Advisors
Kansas
$255K +$45.7K +1,049 +22%
WPC
1121
Wedmont Private Capital
Pennsylvania
$254K +$39.6K +911 +18%
HT
1122
HighTower Trust
Texas
$254K +$254K +5,833 New
EWM
1123
Evercore Wealth Management
New York
$252K +$8.72K +200 +4%
PFGIA
1124
Patriot Financial Group Insurance Agency
Massachusetts
$251K -$6.17K -142 -2%
CS
1125
Capital Square
Tennessee
$251K +$43.6K +1,004 +21%
43 44
45
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