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Truist Financial
TFC

Overview Fund Activity

1,500 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 645 increasing their positions, 495 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
23.74%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
120
Increased
645
Reduced
495
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
1126
Centaurus Financial
California
$329K -$36.7K -647 -10%
BA
1127
Bristlecone Advisors
Washington
$329K +$14.3K +253 +5%
SOS
1128
Silver Oak Securities
Tennessee
$329K +$329K +6,120 New
DMBA
1129
Deseret Mutual Benefit Administrators
Utah
$328K -$55.6K -981 -14%
AAS
1130
Ameritas Advisory Services
Nebraska
$328K -$2.72K -48 -0.8%
Q
1131
QVR
California
$326K +$326K +5,747 New
MFP
1132
Meridian Financial Partners
Virginia
$325K – – –
IA
1133
Insight Advisors
Pennsylvania
$324K – – –
TW
1134
TrinityPoint Wealth
Connecticut
$323K – – –
HWA
1135
HHM Wealth Advisors
Tennessee
$322K – – –
III
1136
Independent Investors Inc
New York
$321K – – –
HWA
1137
Heartwood Wealth Advisors
Virginia
$321K +$46.7K +824 +17%
AF
1138
Advisornet Financial
Minnesota
$319K -$104K -1,829 -25%
CM
1139
Cornerstone Management
Georgia
$319K -$57.6K -1,015 -15%
EWM
1140
Evercore Wealth Management
New York
$317K – – –
HT
1141
HighTower Trust
Texas
$315K -$305K -5,386 -49%
HFM
1142
Hartford Financial Management
Connecticut
$315K – – –
WFI
1143
West Family Investments
California
$312K +$78.9K +1,390 +34%
PI
1144
Putnam Investments
Massachusetts
$310K -$9.47K -167 -3%
SFG
1145
SevenBridge Financial Group
Pennsylvania
$309K -$173K -3,051 -36%
WPC
1146
White Pine Capital
Minnesota
$309K – – –
TCM
1147
Tandem Capital Management
New Jersey
$309K +$1.83K +36 +0.6%
PWM
1148
PBMares Wealth Management
Virginia
$308K – – –
BP
1149
BBR Partners
New York
$307K -$6.74K -119 -2%
AWAP
1150
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$306K -$17.1K -301 -5%
44 45
46
47 48