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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 %
CC
1301
Commons Capital
Massachusetts
$145K +$145K +2,484 New
LAS
1302
Lloyd Advisory Services
Georgia
$142K +$3.22K +55 +2%
JWM
1303
Janiczek Wealth Management
Colorado
$141K – – –
FDCDDQ
1304
Federation des caisses Desjardins du Quebec
Quebec, Canada
$140K -$2.03M -34,677 -94%
HR
1305
Hayden Royal
North Carolina
$134K -$76.1K -1,298 -36%
ZIG
1306
Zullo Investment Group
Pennsylvania
$132K +$132K +2,260 New
CYG
1307
Clean Yield Group
Vermont
$129K +$16.4K +280 +15%
SN
1308
Sittner & Nelson
Oregon
$127K – – –
AP
1309
Arlington Partners
Alabama
$127K +$4.86K +83 +4%
MAM
1310
Mystic Asset Management
Rhode Island
$127K +$127K +2,178 New
CT
1311
Clearstead Trust
Maine
$124K – – –
HWM
1312
Holloway Wealth Management
Florida
$123K -$123K – –
Manulife (Manufacturers Life Insurance)
1313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$121K -$14.7K -250,715 -11%
QC
1314
Quent Capital
New York
$120K +$120K +2,055 New
HI
1315
Harbour Investments
Wisconsin
$116K -$968K -16,534 -89%
IAS
1316
IMA Advisory Services
Colorado
$115K – – –
SC
1317
Stephens Consulting
Michigan
$109K +$109K +1,866 New
AWM
1318
Avior Wealth Management
Nebraska
$108K +$11.1K +190 +11%
TWA
1319
TCI Wealth Advisors
Arizona
$107K -$3.06K -52 -3%
MMG
1320
Monetary Management Group
Missouri
$107K – – –
FPB
1321
First PREMIER Bank
South Dakota
$104K – – –
ACA
1322
Atlas Capital Advisors
Wyoming
$103K – – –
FRA
1323
Front Row Advisors
California
$103K -$410 -7 -0.4%
OAJ
1324
Ogorek Anthony Joseph
New York
$103K +$408 +7 +0.4%
MRCM
1325
M&R Capital Management
New Jersey
$97K – – –
51 52
53
54 55