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Truist Financial
TFC

Overview Fund Activity

1,440 hedge funds and large institutions have $46.3B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 636 increasing their positions, 495 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
-60
Holders Change %
-4%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
90
Increased
636
Reduced
495
Closed
125
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.93B
2
Morgan Stanley
Morgan Stanley
New York
$518M
3
Barclays
Barclays
United Kingdom
$454M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$199M
5
American Century Companies
American Century Companies
Missouri
$738M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.74B
2
Capital International Investors
Capital International Investors
California
$1.07B
3
State Street
State Street
Massachusetts
$2.8B
4
Invesco
Invesco
Georgia
$349M
5
Boston Partners
Boston Partners
Massachusetts
$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
1401
Ahrens Investment Partners
Louisiana
$6K – – –
HS
1402
Horan Securities
United States
$6K – – –
BA
1403
Bellwether Advisors
Nebraska
$5K -$8.59K -189 -63%
ODG
1404
O'Dell Group
Ohio
$5K – – –
CMP
1405
Coston McIsaac & Partners
Maine
$5K +$5K +114 New
HFS
1406
Heritage Financial Services
Massachusetts
$5K +$5K +124 New
ECM
1407
Estabrook Capital Management
New York
$4.6K – – –
PP
1408
PrairieView Partners
Minnesota
$4K – – –
NFSG
1409
Newbridge Financial Services Group
Florida
$4K +$42 +1 +1%
TWP
1410
TFO Wealth Partners
Ohio
$4K +$4K +93 New
CWM
1411
Cedar Wealth Management
California
$3K – – –
SMG
1412
Spectrum Management Group
Indiana
$3K – – –
RAM
1413
Riggs Asset Management
Pennsylvania
$3K – – –
IFAM
1414
Institutional & Family Asset Management
Colorado
$3K – – –
SFG
1415
Steward Financial Group
Texas
$3K +$3K +68 New
ONST
1416
Old North State Trust
North Carolina
$2.24K -$48 -1 -2%
EBA
1417
Eagle Bay Advisors
New York
$2.13K +$2.13K +45 New
DI
1418
Disciplined Investments
Oklahoma
$2K -$1.03K -20 -34%
FWM
1419
Focused Wealth Management
New York
$2K – – –
BHWM
1420
Bay Harbor Wealth Management
Maryland
$2K – – –
TFGT
1421
TS Financial Group (TSFG)
Illinois
$2K +$1.08K +28 +117%
1IA
1422
1834 Investment Advisors
Wisconsin
$2K +$2K +32 New
CCM
1423
Chilton Capital Management
Texas
$2K +$2K +48 New
LWP
1424
Laurel Wealth Planning
Minnesota
$2K +$2K +50 New
FSWA
1425
Financial Synergies Wealth Advisors
Texas
$1.9K +$1.9K +40 New
55 56
57
58 59