TFC icon

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 %
GIA
1126
Gateway Investment Advisers
Ohio
$250K -$110K -2,529 -31%
CCB
1127
Country Club Bank
Missouri
$248K -$32.9K -750 -12%
HPWM
1128
Highland Private Wealth Management
Washington
$248K +$248K +5,694 New
ACM
1129
AUA Capital Management
Pennsylvania
$247K -$57.9K -1,331 -19%
TW
1130
TrinityPoint Wealth
Connecticut
$245K +$915 +21 +0.4%
ETC
1131
Exchange Traded Concepts
Oklahoma
$245K +$34.2K +786 +16%
CCM
1132
Chiron Capital Management
Florida
$244K +$244K +5,600 New
LSPW
1133
Lake Street Private Wealth
Illinois
$243K -$59.2K -1,363 -20%
HFM
1134
Hartford Financial Management
Connecticut
$242K – – –
CM
1135
Cornerstone Management
Georgia
$240K – – –
CT
1136
Chicago Trust
Illinois
$239K -$5.86K -135 -2%
JG
1137
Jefferies Group
New York
$238K +$238K +5,470 New
CWG
1138
Cornerstone Wealth Group
North Carolina
$238K -$20.8K -479 -8%
PWM
1139
PBMares Wealth Management
Virginia
$238K – – –
SMA
1140
Sage Mountain Advisors
Georgia
$237K -$23K -530 -9%
SCA
1141
Southern Capital Advisors
Tennessee
$237K +$2.57K +59 +1%
TCM
1142
Tandem Capital Management
New Jersey
$235K -$17.5K -420 -7%
AFA
1143
Arlington Financial Advisors
California
$235K – – –
CT
1144
Columbia Trust
Oregon
$232K -$66.8K -1,532 -22%
ACP
1145
Aviance Capital Partners
Florida
$232K -$3.27K -75 -1%
CBT
1146
Central Bank & Trust
Kentucky
$231K -$43.6K -1,000 -16%
SWIG
1147
Strategic Wealth Investment Group
Kentucky
$231K -$19K -436 -8%
MKA
1148
M. Kulyk & Associates
Georgia
$231K – – –
PIMG
1149
Patriot Investment Management Group
Tennessee
$230K -$1.96K -45 -0.8%
NJBEST
1150
New Jersey Better Educational Savings Trust
New Jersey
$230K – – –
44 45
46
47 48