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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 %
WF
1251
Warner Financial
Maryland
$215K +$215K +3,675 New
PP
1252
Patron Partners
Texas
$211K -$117 -2 -0.1%
CC
1253
Chicago Capital
Illinois
$211K – – –
GIP
1254
Greatmark Investment Partners
Georgia
$211K +$704 +12 +0.3%
GMA
1255
Glassy Mountain Advisors
Maryland
$210K +$210K +3,586 New
RAM
1256
Redmond Asset Management
Virginia
$209K +$6.57K +112 +3%
AF
1257
Allworth Financial
California
$209K +$30.7K +526 +17%
SW
1258
SVB Wealth
Massachusetts
$208K -$453K -7,719 -69%
AA
1259
Apriem Advisors
California
$208K +$2.22K +38 +1%
EWM
1260
Empirical Wealth Management
Washington
$208K +$208K +3,544 New
DWM
1261
Destination Wealth Management
California
$207K +$207K +3,528 New
BWFA
1262
Baltimore-Washington Financial Advisors
Maryland
$207K +$207K +3,537 New
FA
1263
Fermata Advisors
California
$206K -$11.1K -189 -5%
SIM
1264
SSI Investment Management
California
$206K – – –
CWM
1265
CCG Wealth Management
California
$206K – – –
TP
1266
Tranquility Partners
Tennessee
$206K – – –
PAM
1267
Private Asset Management
California
$206K – – –
WPW
1268
Warther Private Wealth
Ohio
$206K – – –
DWM
1269
Drive Wealth Management
Utah
$206K +$206K +3,524 New
AGP
1270
Autumn Glory Partners
Texas
$206K +$206K +3,525 New
WTFG
1271
Wells Trecaso Financial Group
Ohio
$205K – – –
HA
1272
Harbor Advisors
Florida
$205K – – –
PWA
1273
Phoenix Wealth Advisors
North Carolina
$205K +$32.8K +560 +19%
PAI
1274
Pittenger & Anderson Inc
Nebraska
$205K +$143K +2,446 +231%
PCMC
1275
Paragon Capital Management (Colorado)
Colorado
$204K -$2.41K -41 -1%
49 50
51
52 53