TFC icon

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 %
RTC
1476
Riverview Trust Company
Washington
$298 -$41 -693 -12%
FCT
1477
First Community Trust
Iowa
$117 +$117 +2 New
WIM
1478
Westside Investment Management
California
$62 – – –
PCM
1479
PAR Capital Management
Massachusetts
– -$39.6M -675,000 Closed
CC
1480
Carlson Capital
Texas
– -$24.6M -419,963 Closed
ACI
1481
AMP Capital Investors
Australia
– -$23.6M -401,536 Closed
IWA
1482
IBEX Wealth Advisors
New Jersey
– -$5.76M -98,284 Closed
SEC
1483
Seven Eight Capital
New York
– -$4.13M -70,333 Closed
BIMC
1484
Benson Investment Management Company
Virginia
– -$3.68M -62,765 Closed
AIMCA
1485
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$3.65M -62,200 Closed
WI
1486
WBI Investments
New Jersey
– -$3.3M -58,319 Closed
DA
1487
Duality Advisers
Florida
– -$2.92M -49,801 Closed
AI
1488
AXS Investments
New York
– -$2.49M -42,371 Closed
MA
1489
MCF Advisors
Kentucky
– -$1.9M -32,453 Closed
FC
1490
FORA Capital
Florida
– -$1.86M -31,732 Closed
Loomis, Sayles & Company
1491
Loomis, Sayles & Company
Massachusetts
– -$1.72M -29,342 Closed
GRP
1492
Global Retirement Partners
California
– -$1.45M -24,642 Closed
AIM
1493
Achmea Investment Management
Netherlands
– -$1.2M -20,472 Closed
SM
1494
Sciencast Management
New Jersey
– -$1.07M -18,237 Closed
LOAMS
1495
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$757K -13,605 Closed
SIM
1496
Sentry Investment Management
Wisconsin
– -$719K -12,260 Closed
EAM
1497
Erste Asset Management
Austria
– -$717K -12,059 Closed
MC
1498
Maverick Capital
Texas
– -$617K -10,519 Closed
LIP
1499
Liontrust Investment Partners
United Kingdom
– -$601K -10,249 Closed
JF
1500
Jump Financial
Illinois
– -$487K -8,302 Closed
58 59
60
61 62