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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 %
SIMM
1176
Stillwater Investment Management (Minnesota)
Minnesota
$266K +$2.11K +36 +0.8%
LIA
1177
LS Investment Advisors
Michigan
$265K – – –
GWS
1178
Glassman Wealth Services
Virginia
$265K +$79.3K +1,352 +43%
BEI
1179
Benjamin Edwards Inc
Missouri
$265K +$225K +3,835 +556%
JIC
1180
Johnson Investment Counsel
Ohio
$260K +$48.7K +830 +23%
TIA
1181
Tiemann Investment Advisors
California
$259K -$3.16K -54 -1%
PWA
1182
Primoris Wealth Advisors
Florida
$259K +$259K +4,419 New
CG
1183
CFO4Life Group
Texas
$258K +$258K +4,407 New
AP
1184
Americana Partners
Texas
$256K +$256K +4,387 New
ATPW
1185
Ashton Thomas Private Wealth
Arizona
$255K +$995 +17 +0.4%
KA
1186
Klingman & Associates
New York
$255K -$1.58K -27 -0.6%
RPA
1187
Rock Point Advisors
Vermont
$255K – – –
DGAM
1188
Desjardins Global Asset Management
Quebec, Canada
$255K +$255K +4,367 New
QT
1189
Quantamental Technologies
New York
$254K -$13.3K -226 -5%
KA
1190
Kovack Advisors
Florida
$254K +$28.2K +481 +12%
AG
1191
Ascent Group
Virginia
$253K +$253K +4,108 New
JFGIW
1192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$182K -3,112 -42%
CSWG
1193
Cardinal Strategic Wealth Guidance
Kentucky
$251K – – –
PWMAG
1194
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$250K +4,263 New
CPA
1195
Capital Planning Advisors
California
$249K – – –
GIM
1196
Guild Investment Management
California
$249K – – –
WSC
1197
Wellington Shields & Co
New York
$249K +$29.3K +500 +13%
Members Trust
1198
Members Trust
Florida
$248K – – –
EWA
1199
ERTS Wealth Advisors
Michigan
$247K +$2.65K +46 +1%
FMWA
1200
Forvis Mazars Wealth Advisors
Missouri
$246K -$995 -17 -0.4%
46 47
48
49 50