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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 %
BRWM
1226
B. Riley Wealth Management
Tennessee
$230K +$11.7K +200 +5%
PCG
1227
Private Capital Group
Connecticut
$228K -$32.1K -549 -12%
KFP
1228
KB Financial Partners
New Jersey
$228K -$24.3K -416 -10%
ETC
1229
Exchange Traded Concepts
Oklahoma
$228K +$211K +3,608 +1,262%
BBW
1230
Blue Barn Wealth
Utah
$227K -$117 -2 -0.1%
BWA
1231
Burt Wealth Advisors
Maryland
$227K – – –
CI
1232
Chartist Inc
California
$227K +$19K +325 +9%
FAIM
1233
Financial Advocates Investment Management
Washington
$226K -$4.02K -68 -2%
GA
1234
Geller Advisors
New York
$225K -$59 -1 -0%
CHA
1235
Carmichael Hill & Associates
Maryland
$225K – – –
RPWA
1236
Regent Peak Wealth Advisors
Georgia
$223K +$2.1K +36 +1%
SIC
1237
Samalin Investment Counsel
New York
$221K +$11.4K +195 +5%
APP
1238
Avantax Planning Partners
Iowa
$221K +$18K +308 +9%
BG
1239
Bollard Group
Massachusetts
$220K +$1.76K +30 +0.8%
IAIM
1240
International Assets Investment Management
Florida
$220K +$220K +4,375 New
MFG
1241
Merit Financial Group
Georgia
$219K -$8.44K -144 -4%
RWA
1242
Ropes Wealth Advisors
Massachusetts
$219K – – –
DA
1243
Detalus Advisors
Missouri
$219K +$219K +3,732 New
SWA
1244
SFMG Wealth Advisors
Texas
$219K +$219K +3,736 New
SWM
1245
Silverlake Wealth Management
Vermont
$217K +$217K +3,714 New
WI
1246
Wedgewood Investors
Pennsylvania
$217K -$25.5K -436 -11%
MGI
1247
MayTech Global Investments
New York
$217K -$19.3K -330 -8%
TA
1248
TrueWealth Advisors
Alabama
$216K +$7.25K +124 +3%
CCC
1249
Crescent Capital Consulting
Louisiana
$215K – – –
LAS
1250
LWM Advisory Services
Florida
$215K +$215K +3,671 New
48 49
50
51 52