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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 %
NCM
1276
Northside Capital Management
Oregon
$204K – – –
QTM
1277
qPULA Trading Management
New York
$204K +$204K +3,482 New
CWA
1278
Centennial Wealth Advisory
Michigan
$204K +$204K +3,488 New
KFGK
1279
Keystone Financial Group (Kentucky)
Kentucky
$203K – – –
WTA
1280
Washington Trust Advisors
Massachusetts
$203K +$203K +3,459 New
BWAM
1281
Boyd Watterson Asset Management
Ohio
$202K -$409 -7 -0.2%
RAM
1282
Roanoke Asset Management
New Jersey
$202K – – –
BCA
1283
Bay Colony Advisors
Massachusetts
$202K +$202K +3,444 New
KFC
1284
Klingenstein Fields & Co
New York
$201K – – –
V
1285
VeraBank
Texas
$201K +$201K +3,440 New
BWM
1286
BerganKDV Wealth Management
Minnesota
$200K +$135K +2,315 +210%
HIA
1287
Harbor Investment Advisory
Maryland
$189K +$43.7K +744 +30%
CFD
1288
Creative Financial Designs
Indiana
$188K -$18K -307 -9%
CT
1289
Cambridge Trust
Massachusetts
$182K +$182K +3,098 New
NIM
1290
NuWave Investment Management
New Jersey
$180K +$180K +3,074 New
CWM
1291
CarsonAllaria Wealth Management
Illinois
$176K +$176K +3,005 New
PG
1292
Proffitt & Goodson
Tennessee
$173K – – –
CIR
1293
Clear Investment Research
Georgia
$166K -$9.54K -163 -5%
JWA
1294
JFS Wealth Advisors
Pennsylvania
$162K +$5.45K +93 +3%
LFG
1295
Larson Financial Group
Missouri
$162K +$98.5K +1,680 +155%
FA
1296
Fortis Advisors
Pennsylvania
$156K +$117K +2,005 +302%
EIP
1297
Ellis Investment Partners
Pennsylvania
$155K +$758 +13 +0.5%
UCB
1298
United Community Bank
South Carolina
$151K +$151K +2,575 New
GCM
1299
Gables Capital Management
Florida
$148K – – –
APC
1300
Aspire Private Capital
North Carolina
$148K +$8.96K +153 +6%
50 51
52
53 54