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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 %
MCWS
1251
McKinley Carter Wealth Services
West Virginia
$233K -$165K -2,913 -41%
DGAM
1252
Desjardins Global Asset Management
Quebec, Canada
$233K -$14.1K -250 -6%
B
1253
Bailard
California
$233K +$6.34K +112 +3%
EWM
1254
Empirical Wealth Management
Washington
$233K +$32.2K +569 +16%
PWP
1255
Principle Wealth Partners
Connecticut
$232K – – –
TAM
1256
Townsend Asset Management
North Carolina
$230K +$454 +8 +0.2%
LCM
1257
Liberty Capital Management
Michigan
$229K – – –
PWM
1258
Perigon Wealth Management
California
$229K +$229K +4,041 New
MRCM
1259
M&R Capital Management
New Jersey
$228K +$134K +2,355 +141%
WAM
1260
Worth Asset Management
Texas
$228K +$228K +4,913 New
MHIC
1261
Marble Harbor Investment Counsel
Massachusetts
$227K – – –
SF
1262
SBK Financial
Virginia
$227K – – –
CWM
1263
Circle Wealth Management
New Jersey
$227K +$1.36K +24 +0.6%
PCG
1264
Private Capital Group
Connecticut
$227K +$6.46K +114 +3%
CT
1265
Chicago Trust
Illinois
$227K +$227K +4,009 New
DOA
1266
D'Orazio & Associates
Virginia
$225K -$1.53K -27 -0.7%
SHWM
1267
Smith & Howard Wealth Management
Georgia
$225K – – –
PAI
1268
Pittenger & Anderson Inc
Nebraska
$225K +$26.3K +464 +13%
CCA
1269
Cottonwood Capital Advisors
Utah
$224K – – –
BRWM
1270
B. Riley Wealth Management
Tennessee
$224K +$1.48K +26 +0.7%
AIP
1271
Almanack Investment Partners
Pennsylvania
$223K – – –
BFS
1272
Bradley Foster & Sargent
Connecticut
$222K +$222K +3,917 New
RPWA
1273
Regent Peak Wealth Advisors
Georgia
$221K +$4.26K +75 +2%
SWA
1274
SFMG Wealth Advisors
Texas
$221K +$8.86K +156 +4%
MP
1275
McDonald Partners
Ohio
$221K +$218K +3,848 +8,365%
49 50
51
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