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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 %
NF
1376
Norwood Financial
Pennsylvania
$41K +$41K +699 New
CNBTD
1377
Citizens National Bank Trust Department
Mississippi
$39K +$39K +660 New
SFPG
1378
Stonebridge Financial Planning Group
Florida
$38K – – –
DWP
1379
Destiny Wealth Partners
Florida
$38K +$234 +4 +0.6%
RPCONE
1380
Retirement Planning Company of New England
Rhode Island
$38K +$38K +657 New
GWMIA
1381
Global Wealth Management Investment Advisory
Florida
$35K – – –
MHR
1382
Matthew Hamilton Rosenberg
$35K +$117 +2 +0.3%
FMP
1383
Financial Management Professionals
Texas
$34K -$8.66K -150 -20%
EWM
1384
Edge Wealth Management
New York
$33K – – –
CTB
1385
Country Trust Bank
Illinois
$33K +$27.2K +463 +472%
PFSC
1386
Peoples Financial Services Corp
Pennsylvania
$32K – – –
CBT
1387
CoreFirst Bank & Trust
Kansas
$32K – – –
CSB
1388
City State Bank
Iowa
$32K +$32K +550 New
AWA
1389
Amplius Wealth Advisors
Pennsylvania
$31K +$31K +530 New
DWA
1390
Delos Wealth Advisors
Texas
$30K +$15.6K +270 +109%
FP
1391
Financial Perspectives
Minnesota
$29.6K – – –
CA
1392
Crewe Advisors
Utah
$29K – – –
ME
1393
McIlrath & Eck
Washington
$28K – – –
RFA
1394
Reilly Financial Advisors
California
$28K +$28K +478 New
AA
1395
Ancora Advisors
Ohio
$27K – – –
HDIM
1396
Hanson & Doremus Investment Management
Vermont
$25K +$20.5K +356 +456%
EWM
1397
Elmwood Wealth Management
California
$25K +$25K +434 New
MGIM
1398
M&G Investment Management
United Kingdom
$23.8K -$5.14K -87,116 -18%
JG
1399
Jefferies Group
New York
$23.4K +$11.7K +200 +100%
TH
1400
TCTC Holdings
Texas
$23K -$16.7K -281 -42%
54 55
56
57 58