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Truist Financial
TFC

Overview Fund Activity

1,500 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 645 increasing their positions, 495 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
23.74%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
120
Increased
645
Reduced
495
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
1426
GPS Wealth Strategies Group
Colorado
$19K – – –
BWM
1427
Baystate Wealth Management
Massachusetts
$19K +$115 +2 +0.6%
CYG
1428
Clean Yield Group
Vermont
$18K -$107K -1,889 -86%
BAM
1429
Baldrige Asset Management
Pennsylvania
$18K – – –
UAML
1430
US Asset Management LLC
Pennsylvania
$18K +$18K +320 New
WWP
1431
WR Wealth Planners
Missouri
$17.9K +$17.9K +316 New
CWM
1432
Cranbrook Wealth Management
Michigan
$17K – – –
PWMG
1433
Prestige Wealth Management Group
New Jersey
$17K – – –
BA
1434
Bellwether Advisors
Nebraska
$16K – – –
CIA
1435
Cascade Investment Advisors
Oregon
$15.7K – – –
SC
1436
Schubert & Co
Texas
$15K +$13.1K +230 +676%
DWA
1437
Delos Wealth Advisors
Texas
$14K -$15.2K -270 -52%
TSWM
1438
Tyler-Stone Wealth Management
Ohio
$14K -$1.62K -29 -10%
GTAM
1439
Global Trust Asset Management
Florida
$14K – – –
PO
1440
Private Ocean
California
$14K +$56 +1 +0.4%
MBFW
1441
Morton Brown Family Wealth
Pennsylvania
$14K +$110 +2 +0.8%
MGIM
1442
M&G Investment Management
United Kingdom
$13.6K -$9.42K -165,195 -41%
SGAM
1443
Smith Group Asset Management
Texas
$13K -$738 -13 -5%
TJHA
1444
Thomas J. Herzfeld Advisors
Florida
$13K – – –
FCMT
1445
Founders Capital Management (Texas)
Texas
$13K – – –
TFP
1446
Tilia Fiduciary Partners
North Carolina
$13K – – –
APW
1447
Acima Private Wealth
Virginia
$12K – – –
AWM
1448
Accel Wealth Management
Iowa
$12K – – –
MCM
1449
Manchester Capital Management
Vermont
$12K +$3.42K +59 +40%
SC
1450
Sierra Capital
Florida
$11K -$1.01K -17 -8%
56 57
58
59 60