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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 %
BBW
1151
Blue Barn Wealth
Utah
$228K +$40.5K +931 +22%
DCBT
1152
Dakota Community Bank & Trust
North Dakota
$228K +$228K +5,228 New
SWA
1153
Sutton Wealth Advisors
Florida
$227K +$3.44K +79 +2%
AWM
1154
Accurate Wealth Management
Florida
$227K +$227K +5,169 New
TWC
1155
TD Waterhouse Canada
Ontario, Canada
$227K +$2.92K +64 +1%
DMBA
1156
Deseret Mutual Benefit Administrators
Utah
$226K -$45.4K -1,043 -17%
MHC
1157
Meyer Handelman Company
New York
$226K – – –
SHFA
1158
SC&H Financial Advisors
Maryland
$226K – – –
PWPS
1159
Pinnacle Wealth Planning Services
Ohio
$225K -$119K -2,727 -35%
PI
1160
Putnam Investments
Massachusetts
$225K -$10.9K -251 -5%
HA
1161
HC Advisors
Georgia
$225K +$131 +3 +0.1%
SPP
1162
Single Point Partners
Massachusetts
$224K -$2K -46 -0.9%
JLBC
1163
J.L. Bainbridge & Co
Florida
$224K – – –
TFF
1164
The Family Firm
Maryland
$223K -$137K -3,159 -38%
FHA
1165
Flagship Harbor Advisors
Massachusetts
$221K -$14.5K -334 -6%
SIC
1166
Samalin Investment Counsel
New York
$221K +$218 +5 +0.1%
TFA
1167
Toth Financial Advisory
Virginia
$220K -$4.26K -98 -2%
TFCP
1168
Twin Focus Capital Partners
Massachusetts
$220K – – –
DWM
1169
Drive Wealth Management
Utah
$220K +$15.8K +364 +8%
OC
1170
Oakworth Capital
Alabama
$219K – – –
TWM
1171
Thrive Wealth Management
Pennsylvania
$219K +$219K +5,029 New
LC
1172
Lindbrook Capital
California
$218K -$2.48K -57 -1%
SFI
1173
SPC Financial Inc
Maryland
$218K -$2.18K -50 -1%
AWA
1174
Amplius Wealth Advisors
Pennsylvania
$217K -$11.7K -10,781 -5%
TAM
1175
Tocqueville Asset Management
New York
$217K +$5.43K +125 +3%
45 46
47
48 49