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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
$668M
2
Bank of America
Bank of America
North Carolina
$2.94B
3
Barclays
Barclays
United Kingdom
$261M
4
Capital World Investors
Capital World Investors
California
$154M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.69B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.06B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$1.09M
3
BG
Bahl & Gaynor
Ohio
$296M
4
Federated Hermes
Federated Hermes
Pennsylvania
$125M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1451
SOA Wealth Advisors
New York
$11K – – –
PA
1452
PSI Advisors
Florida
$11K +$5.5K +94 +100%
SC
1453
Siena Capital
Ohio
$11K +$11K +200 New
NIC
1454
Northwest Investment Counselors
Oregon
$10K – – –
LF
1455
Lee Financial
Texas
$10K +$1.47K +26 +17%
ARIS
1456
Advanced Research Investment Solutions
California
$10K +$10K +170 New
HCP
1457
Hexagon Capital Partners
Arkansas
$9K – – –
CMA
1458
Cedar Mountain Advisors
Oregon
$9K – – –
KFI
1459
Key Financial Inc
Pennsylvania
$9K – – –
CI Investments Inc
1460
CI Investments Inc
Ontario, Canada
$9K – – –
AFG
1461
Albion Financial Group
Utah
$9K +$9K +157 New
AIP
1462
Ahrens Investment Partners
Louisiana
$8K – – –
WFA
1463
West Financial Advisors
Iowa
$8K +$8K +140 New
HS
1464
Horan Securities
United States
$7K – – –
CP
1465
Castleview Partners
Texas
$7K +$7K +132 New
ODG
1466
O'Dell Group
Ohio
$6K -$7.38K -134 -55%
FMB
1467
Field & Main Bank
Kentucky
$6K – – –
CI
1468
Cordant Inc
Oregon
$6K +$6K +99 New
ECM
1469
Estabrook Capital Management
New York
$5.5K +$2.5K +44 +83%
NFSG
1470
Newbridge Financial Services Group
Florida
$5K -$31.9K -599 -86%
GKIM
1471
GW&K Investment Management
Massachusetts
$5K +$5K +93 New
JFA
1472
JNBA Financial Advisors
Minnesota
$4K -$14.3K -225 -78%
CWM
1473
Cedar Wealth Management
California
$4K – – –
MSFP
1474
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
LWA
1475
Lenox Wealth Advisors
New York
$4K +$743 +13 +23%
57 58
59
60 61