TFC icon

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
Capital International Investors
2
Capital International Investors
California
$1.07B
3
State Street
3
State Street
Massachusetts
$2.8B
4
Invesco
4
Invesco
Georgia
$349M
5
Boston Partners
5
Boston Partners
Massachusetts
$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1426
Rockbridge Investment Management
New York
$1.61K – – –
LWA
1427
Lowe Wealth Advisors
Maryland
$1K – – –
TFM
1428
TFC Financial Management
Massachusetts
$1K – – –
TFA
1429
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
BMD
1430
Better Money Decisions
New Mexico
$1K +$1K +19 New
S
1431
Surevest
California
$1K +$1K +25 New
GFPC
1432
Global Financial Private Client
Florida
$771 – – –
BRWM
1433
B. Riley Wealth Management
Tennessee
$668 +$481 +10,140 +257%
CP
1434
Castleview Partners
Texas
$84 -$11K -131 -99%
WIM
1435
Westside Investment Management
California
$50 – – –
LFDLE
1436
La Financiere de L'Echiquier
France
– -$58M -1,022,261 Closed
AAM
1437
Abeille Asset Management
France
– -$42.6M -751,231 Closed
Qube Research & Technologies (QRT)
1438
Qube Research & Technologies (QRT)
United Kingdom
– -$22.6M -398,875 Closed
MME
1439
Meag Munich Ergo
Germany
– -$22.2M -386,448 Closed
Select Equity Group
1440
Select Equity Group
New York
– -$13.8M -243,575 Closed
TC
1441
TwinBeech Capital
New York
– -$12.3M -216,950 Closed
MSL
1442
Mackay Shields LLC
New York
– -$10.9M -192,070 Closed
PCM
1443
PAR Capital Management
Massachusetts
– -$9.92M -175,000 Closed
AWA
1444
Aaron Wealth Advisors
Illinois
– -$2.59M -146,569 Closed
KWILP
1445
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$7.98M -140,731 Closed
TWMP
1446
Taylor Wealth Management Partners
Massachusetts
– -$7.32M -129,081 Closed
EGM
1447
Engineers Gate Manager
New York
– -$6.24M -110,089 Closed
LMIM
1448
Lockheed Martin Investment Management
Maryland
– -$5.85M -103,220 Closed
Millennium Management
1449
Millennium Management
New York
– -$4.44M -78,331 Closed
AG
1450
Ascent Group
Virginia
– -$4M -70,454 Closed
56 57
58
59 60