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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 %
CBTWT
1126
Community Bank & Trust (Waco, Texas)
Texas
$312K +$7.08K +121 +2%
RWM
1127
Ritholtz Wealth Management
New York
$311K +$30.7K +524 +11%
NJBEST
1128
New Jersey Better Educational Savings Trust
New Jersey
$310K -$107K -1,830 -26%
SCA
1129
Southern Capital Advisors
Tennessee
$309K +$309K +5,282 New
XT
1130
XTX Topco
Cayman Islands
$308K -$386K -6,587 -56%
ACP
1131
Aviance Capital Partners
Florida
$307K -$5.63K -96 -2%
MHC
1132
Meyer Handelman Company
New York
$304K -$35.1K -600 -10%
SHFA
1133
SC&H Financial Advisors
Maryland
$303K +$303K +5,183 New
HA
1134
HC Advisors
Georgia
$302K -$5.79K -99 -2%
JLBC
1135
J.L. Bainbridge & Co
Florida
$301K -$1.58K -27 -0.5%
AA
1136
AlphaMark Advisors
Kentucky
$297K -$76.7K -1,312 -21%
TFA
1137
Toth Financial Advisory
Virginia
$296K – – –
WPC
1138
Wedmont Private Capital
Pennsylvania
$296K +$296K +4,434 New
SWA
1139
Sutton Wealth Advisors
Florida
$296K -$1.23K -21 -0.4%
MFC
1140
Morris Financial Concepts
South Carolina
$294K +$294K +5,028 New
PMG
1141
ProVise Management Group
Florida
$293K -$23.2K -396 -7%
AW
1142
Alaethes Wealth
Nevada
$289K – – –
BFPW
1143
BOK Financial Private Wealth
Colorado
$289K +$14.9K +255 +5%
SA
1144
Stewardship Advisors
Pennsylvania
$287K -$5.85K -100 -2%
PFGIA
1145
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$45.3K -773 -14%
FWM
1146
ForthRight Wealth Management
Georgia
$286K -$5.62K -96 -2%
TAM
1147
Tocqueville Asset Management
New York
$285K +$6.09K +104 +2%
BCM
1148
Breiter Capital Management
Florida
$283K -$761 -13 -0.3%
EM
1149
Excalibur Management
Massachusetts
$283K +$3.87K +66 +1%
HWA
1150
Heartwood Wealth Advisors
Virginia
$283K +$283K +4,838 New
44 45
46
47 48