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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 %
SWA
1176
Sutton Wealth Advisors
Florida
$287K +$737 +13 +0.3%
TFA
1177
Toth Financial Advisory
Virginia
$287K – – –
FAIM
1178
Financial Advocates Investment Management
Washington
$287K +$70.9K +1,254 +33%
SIC
1179
Samalin Investment Counsel
New York
$287K +$73.3K +1,293 +34%
MFG
1180
Merit Financial Group
Georgia
$283K +$70.9K +1,250 +33%
MW
1181
MBL Wealth
North Carolina
$281K +$281K +4,964 New
AW
1182
Alaethes Wealth
Nevada
$280K – – –
HPIA
1183
Hamilton Point Investment Advisors
North Carolina
$279K -$105K -1,858 -27%
SA
1184
Stewardship Advisors
Pennsylvania
$278K – – –
LAS
1185
LWM Advisory Services
Florida
$277K +$69.1K +1,221 +33%
TAM
1186
Tocqueville Asset Management
New York
$276K – – –
WJWM
1187
Williams Jones Wealth Management
New York
$275K +$15.2K +268 +6%
HFP
1188
Holistic Financial Partners
Indiana
$274K -$53.8K -947 -16%
CCM
1189
Carderock Capital Management
Maryland
$274K +$5.67K +100 +2%
PFGIA
1190
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$3.8K -67 -1%
EM
1191
Excalibur Management
Massachusetts
$272K -$1.87K -33 -0.7%
ECML
1192
Eagle Capital Management (Louisiana)
Louisiana
$272K – – –
PP
1193
Paloma Partners
Connecticut
$270K -$1.98M -34,989 -88%
SHFP
1194
Second Half Financial Partners
Florida
$270K +$270K +4,638 New
SWIG
1195
Strategic Wealth Investment Group
Kentucky
$270K +$270K +4,754 New
MFC
1196
Morris Financial Concepts
South Carolina
$269K -$15.6K -275 -5%
GWS
1197
Glassman Wealth Services
Virginia
$269K +$12.9K +228 +5%
CT
1198
Cambridge Trust
Massachusetts
$269K +$93.3K +1,646 +53%
IRAG
1199
Investment Research & Advisory Group
Georgia
$267K – – –
PWLP
1200
Prio Wealth Limited Partnership
Massachusetts
$266K +$3.8K +67 +1%
46 47
48
49 50