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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 %
SIC
1401
SJS Investment Consulting
Ohio
$2K +$2K +57 New
CIAS
1402
CFS Investment Advisory Services
New Jersey
$2K +$2K +87,821 New
NDSI
1403
Newman Dignan & Sheerar Inc
Rhode Island
$1.47K +$65 +1,497 +5%
FSWA
1404
Financial Synergies Wealth Advisors
Texas
$1.09K -$653 -15 -38%
CWM
1405
Cedar Wealth Management
California
$1K -$3K -51 -75%
TFM
1406
TFC Financial Management
Massachusetts
$1K – – –
TFA
1407
Transamerica Financial Advisors
Florida
$1K – – –
LWA
1408
Lowe Wealth Advisors
Maryland
$1K – – –
FCT
1409
First Community Trust
Iowa
$1K – – –
HWMA
1410
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +20 New
CPFP
1411
Clear Perspectives Financial Planning
Ohio
$1K +$1K +29 New
GFPC
1412
Global Financial Private Client
Florida
$715 – – –
WIM
1413
Westside Investment Management
California
$46 – – –
BC
1414
Brookfield Corp
Ontario, Canada
– -$28.1M -591,540 Closed
GC
1415
Gillson Capital
Illinois
– -$22.5M -474,924 Closed
Renaissance Technologies
1416
Renaissance Technologies
New York
– -$22.4M -472,417 Closed
GGI
1417
Godsey & Gibb Inc
Virginia
– -$17M -358,081 Closed
ADEF
1418
Adams Diversified Equity Fund
Maryland
– -$13.1M -276,400 Closed
IG
1419
ING Group
Netherlands
– -$11.9M -251,602 Closed
Point72 Asset Management
1420
Point72 Asset Management
Connecticut
– -$9.85M -207,709 Closed
EP
1421
Edgestream Partners
New Jersey
– -$8.52M -179,548 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1422
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.26M -132,000 Closed
MSRPS
1423
Maryland State Retirement & Pension System
Maryland
– -$4.89M -103,108 Closed
RBA
1424
Richard Bernstein Advisors
New York
– -$4.01M -84,504 Closed
SFA
1425
Souders Financial Advisors
Ohio
– -$3.11M -65,458 Closed
55 56
57
58 59