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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 %
WA
1226
Waverly Advisors
Alabama
$250K +$567 +10 +0.2%
CCA
1227
Childress Capital Advisors
Texas
$248K +$248K +4,348 New
RPA
1228
Rock Point Advisors
Vermont
$247K – – –
CC
1229
Commons Capital
Massachusetts
$245K +$104K +1,836 +74%
TIA
1230
Tiemann Investment Advisors
California
$243K -$7.71K -136 -3%
CSWG
1231
Cardinal Strategic Wealth Guidance
Kentucky
$243K – – –
IC
1232
Intersect Capital
California
$242K -$22.2K -392 -8%
PWMAG
1233
Pinnacle Wealth Management Advisory Group
New Jersey
$242K – – –
CPA
1234
Capital Planning Advisors
California
$242K +$624 +11 +0.3%
MCM
1235
MV Capital Management
Maryland
$242K +$5.11K +90 +2%
TFA
1236
Teamwork Financial Advisors
Texas
$242K +$242K +4,263 New
BCM
1237
Breiter Capital Management
Florida
$241K -$33.4K -588 -12%
EWA
1238
ERTS Wealth Advisors
Michigan
$241K -$2.16K -38 -0.9%
GIM
1239
Guild Investment Management
California
$241K – – –
SW
1240
SVB Wealth
Massachusetts
$240K +$38.9K +686 +19%
PM
1241
Parametrica Management
Hong Kong
$239K +$239K +4,217 New
CM
1242
Capital Management
Virginia
$238K – – –
HI
1243
Hudock Inc
Pennsylvania
$237K -$28.1K -497 -11%
JIC
1244
Johnson Investment Counsel
Ohio
$237K -$14.2K -251 -6%
CWA
1245
Centennial Wealth Advisory
Michigan
$237K +$38.9K +685 +20%
MYLI
1246
Meiji Yasuda Life Insurance
Japan
$237K +$237K +4,186 New
NC
1247
NovaPoint Capital
Georgia
$236K +$57 +1 +0%
LWM
1248
Lyell Wealth Management
California
$236K +$236K +4,164 New
CAMV
1249
Concord Asset Management (Virginia)
Virginia
$236K -$25.4K -448 -10%
RFA
1250
Resurgent Financial Advisors
Georgia
$234K +$234K +4,126 New
48 49
50
51 52