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Truist Financial
TFC

Overview Fund Activity

1,418 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 626 increasing their positions, 486 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
24.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
626
Reduced
486
Closed
99
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M

Top Buyers

1
Amundi
Amundi
France
$586M
2
BlackRock
BlackRock
New York
$4.36B
3
Goldman Sachs
Goldman Sachs
New York
$394M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$85.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$254M

Top Sellers

1
Barclays
Barclays
United Kingdom
$94.9M
2
Boston Partners
Boston Partners
Massachusetts
$407M
3
Capital International Investors
Capital International Investors
California
$862M
4
American Century Companies
American Century Companies
Missouri
$599M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1251
Creative Financial Designs
Indiana
$95K -$49.5K -1,141 -34%
SN
1252
Sittner & Nelson
Oregon
$95K – – –
C
1253
Covestor
United Kingdom
$93K +$11.5K +265 +14%
Loomis, Sayles & Company
1254
Loomis, Sayles & Company
Massachusetts
$90K +$90K +2,061 New
PPWM
1255
PFG Private Wealth Management
Florida
$87K -$652 -15 -0.7%
CT
1256
Clearstead Trust
Maine
$86K +$6.1K +141 +8%
IAS
1257
IMA Advisory Services
Colorado
$85K – – –
CG
1258
Cutler Group
California
$84K +$84K +1,946 New
MA
1259
MUFG Americas
New York
$82K +$3.19K +73 +4%
MMG
1260
Monetary Management Group
Missouri
$80K – – –
CWM
1261
Castle Wealth Management
Florida
$79K +$217 +5 +0.3%
LS
1262
Livforsakringsbolaget Skandia
Sweden
$78K -$344K -7,900 -82%
AWM
1263
Avior Wealth Management
Nebraska
$78K -$2.17K -50 -3%
MIFH
1264
Migdal Insurance & Financial Holdings
Israel
$77K -$136K -3,082 -64%
FPB
1265
First PREMIER Bank
South Dakota
$77K -$5.36K -124 -7%
CI Investments Inc
1266
CI Investments Inc
Ontario, Canada
$77K +$70K +1,614 +996%
SC
1267
Stephens Consulting
Michigan
$75.8K – – –
Bank of Montreal
1268
Bank of Montreal
Ontario, Canada
$75.4K -$4.08K -91,529 -5%
ZIG
1269
Zullo Investment Group
Pennsylvania
$75K -$21.7K -500 -22%
FRA
1270
Front Row Advisors
California
$72K -$1.61K -37 -2%
TWA
1271
TCI Wealth Advisors
Arizona
$70K -$8.64K -197 -11%
AF
1272
Arrow Financial
New York
$70K – – –
CA
1273
Crewe Advisors
Utah
$68K +$6.1K +141 +10%
ANBT
1274
American National Bank & Trust
Texas
$67K +$2.09K +48 +3%
HF
1275
Halpern Financial
Virginia
$66.7K – – –
49 50
51
52 53