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Truist Financial
TFC

Overview Fund Activity

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M

Top Buyers

1
Amundi
Amundi
France
$848M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$667M
4
Millennium Management
Millennium Management
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$563M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$501M
2
BlackRock
BlackRock
New York
$3.98B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$742M
4
Goldman Sachs
Goldman Sachs
New York
$230M
5
Boston Partners
Boston Partners
Massachusetts
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
1451
EWG Elevate
California
$3.49K +$3.49K +81 New
CAS
1452
Coppell Advisory Solutions
Texas
$3.49K +$3.49K +81 New
CASC
1453
Coppell Advisory Solutions Corp
Texas
$3.49K +$3.49K +81 New
PP
1454
PrairieView Partners
Minnesota
$3K -$5.96K -151 -67%
PI
1455
PEAK6 Investments
Illinois
$2.97K +$2.97K +69 New
ACA
1456
Atlas Capital Advisors
Wyoming
$2.93K – – –
DI
1457
Disciplined Investments
Oklahoma
$2.67K +$861 +20 +48%
RAM
1458
Riggs Asset Management
Pennsylvania
$2.63K – – –
SIC
1459
SJS Investment Consulting
Ohio
$2.28K -$172 -4 -7%
LTI
1460
Laffer Tengler Investments
Tennessee
$2.15K – – –
ECM
1461
Everence Capital Management
Indiana
$2.14K +$392 +9,100 +22%
MFA
1462
McClarren Financial Advisors
Pennsylvania
$2K +$38 +1 +2%
BHWM
1463
Bay Harbor Wealth Management
Maryland
$2K +$314 +8 +19%
FWM
1464
Focused Wealth Management
New York
$1.94K – – –
EBA
1465
Eagle Bay Advisors
New York
$1.94K – – –
MYAM
1466
Meiji Yasuda Asset Management
Japan
$1.93K +$3 +80 +0.2%
MWM
1467
MinichMacGregor Wealth Management
New York
$1.72K +$1.72K +40 New
TCOT
1468
Trust Company of Toledo
Ohio
$1.52K -$590 -13,714 -28%
LWA
1469
Lowe Wealth Advisors
Maryland
$1.29K – – –
TFA
1470
Transamerica Financial Advisors
Florida
$1K – – –
FCT
1471
First Community Trust
Iowa
$1K – – –
TFM
1472
TFC Financial Management
Massachusetts
$958 -$44 -1 -4%
LF
1473
Lee Financial
Texas
$947 -$6.54K -152 -87%
SWM
1474
Sanctuary Wealth Management
Idaho
$904 +$904 +21 New
GFPC
1475
Global Financial Private Client
Florida
$688 – – –
57 58
59
60 61