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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
$3.73B
2
Dodge & Cox
Dodge & Cox
California
$957M
3
Amundi
Amundi
France
$559M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$126M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.36B
2
KBC Group
KBC Group
Belgium
$36.9M
3
Invesco
Invesco
Georgia
$675M
4
BlackRock
BlackRock
New York
$5.6B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1451
Riggs Asset Management
Pennsylvania
$4K – – –
MSFP
1452
Mark Sheptoff Financial Planning
Connecticut
$4K +$4K +67 New
CWM
1453
Cedar Wealth Management
California
$4K +$4K +68 New
BBHC
1454
Brown Brothers Harriman & Co
New York
$3.15K +$316 +5,389 +11%
ECM
1455
Estabrook Capital Management
New York
$3.1K +$3.1K +53 New
LWA
1456
Lenox Wealth Advisors
New York
$3K -$2.95K -56 -50%
BHWM
1457
Bay Harbor Wealth Management
Maryland
$3K -$3.31K -43 -52%
FWM
1458
Focused Wealth Management
New York
$3K – – –
CAM
1459
Costello Asset Management
Pennsylvania
$3K – – –
MFA
1460
McClarren Financial Advisors
Pennsylvania
$3K +$118 +2 +4%
CAC
1461
Core Alternative Capital
Georgia
$3K +$3K +43 New
CCM
1462
Chilton Capital Management
Texas
$3K +$3K +48 New
RBC
1463
Roble Belko & Company
Pennsylvania
$3K +$3K +56 New
MP
1464
McDonald Partners
Ohio
$2.69K +$2.69K +46 New
ACM
1465
Absolute Capital Management
Pennsylvania
$2.69K +$2.69K +46 New
RIM
1466
Rockbridge Investment Management
New York
$2K – – –
AP
1467
Atwood & Palmer
Missouri
$2K – – –
LWA
1468
Lowe Wealth Advisors
Maryland
$2K – – –
AA
1469
Addison Advisors
Vermont
$2K +$2K +34 New
SC
1470
Schubert & Co
Texas
$2K +$2K +34 New
TFGT
1471
TS Financial Group (TSFG)
Illinois
$1K – – –
TFM
1472
TFC Financial Management
Massachusetts
$1K – – –
ACK
1473
Andrew C. Karlinski
$1K +$1K +17 New
GFPC
1474
Global Financial Private Client
Florida
$937 – – –
WA
1475
WestEnd Advisors
North Carolina
$936 +$936 +16 New
57 58
59
60 61