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

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$94.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$407M
3
Capital International Investors
3
Capital International Investors
California
$862M
4
American Century Companies
4
American Century Companies
Missouri
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
TJHA
1351
Thomas J. Herzfeld Advisors
Florida
$13K +$1.16K +26 +10%
AWM
1352
Activest Wealth Management
Florida
$13K +$13K +200 New
TFGT
1353
TS Financial Group (TSFG)
Illinois
$13K +$10.7K +241 +463%
PP
1354
Paloma Partners
Connecticut
$13K +$13K +300 New
AA
1355
Ancora Advisors
Ohio
$12K -$906 -20 -7%
CYG
1356
Clean Yield Group
Vermont
$12K – – –
M1FG
1357
Mach-1 Financial Group
Arkansas
$12K – – –
TSWM
1358
Tyler-Stone Wealth Management
Ohio
$11K – – –
GTAM
1359
Global Trust Asset Management
Florida
$11K – – –
PO
1360
Private Ocean
California
$10K -$40 -1 -0.4%
AWM
1361
Accel Wealth Management
Iowa
$10K – – –
FCMT
1362
Founders Capital Management (Texas)
Texas
$10K – – –
PP
1363
PrairieView Partners
Minnesota
$10K +$6.65K +151 +199%
MGIM
1364
M&G Investment Management
United Kingdom
$9.75K +$232 +5,268 +2%
APW
1365
Acima Private Wealth
Virginia
$9.27K – – –
SFO
1366
Standard Family Office
South Dakota
$9K – – –
BCPWM
1367
Bradley & Co Private Wealth Management
Florida
$9K – – –
MAWCM
1368
Mine & Arao Wealth Creation & Management
California
$9K +$9K +201 New
NIC
1369
Northwest Investment Counselors
Oregon
$8K – – –
SWA
1370
SOA Wealth Advisors
New York
$8K – – –
LF
1371
Lee Financial
Texas
$8K +$184 +4 +2%
TIM
1372
Tortoise Investment Management
New York
$7K -$322 -7 -4%
SC
1373
Sierra Capital
Florida
$7K -$44 -1 -0.6%
CMA
1374
Cedar Mountain Advisors
Oregon
$7K – – –
TFP
1375
Tilia Fiduciary Partners
North Carolina
$7K – – –
53 54
55
56 57