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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
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1476
Institutional & Family Asset Management
Colorado
$4K +$4K +64 New
PP
1477
PrairieView Partners
Minnesota
$4K +$4K +76 New
SMG
1478
Spectrum Management Group
Indiana
$3K – – –
RAM
1479
Riggs Asset Management
Pennsylvania
$3K – – –
SIC
1480
SJS Investment Consulting
Ohio
$3K +$3K +49 New
DI
1481
Disciplined Investments
Oklahoma
$3K +$3K +59 New
ONST
1482
Old North State Trust
North Carolina
$2.74K -$3.19M -55,854 -100%
MFA
1483
McClarren Financial Advisors
Pennsylvania
$2K -$40 -1 -2%
LWA
1484
Lowe Wealth Advisors
Maryland
$2K – – –
BHWM
1485
Bay Harbor Wealth Management
Maryland
$2K – – –
FWM
1486
Focused Wealth Management
New York
$2K +$45 +1 +2%
AA
1487
Addison Advisors
Vermont
$2K +$256 +5 +15%
Loomis, Sayles & Company
1488
Loomis, Sayles & Company
Massachusetts
$2K +$2K +30 New
JSAM
1489
J. Safra Asset Management
New York
$2K +$2K +129 New
RIM
1490
Rockbridge Investment Management
New York
$1.88K – – –
NDSI
1491
Newman Dignan & Sheerar Inc
Rhode Island
$1.52K -$5 -89 -0.3%
TFM
1492
TFC Financial Management
Massachusetts
$1K – – –
ACK
1493
Andrew C. Karlinski
$1K – – –
TFGT
1494
TS Financial Group (TSFG)
Illinois
$1K +$42 +1 +4%
MAM
1495
Marquette Asset Management
Minnesota
$1K +$1K +12 New
GA
1496
GoalVest Advisory
New York
$1K +$1K +14 New
GFPC
1497
Global Financial Private Client
Florida
$885 – – –
SLWS
1498
Swaine & Leidel Wealth Services
Florida
$270 +$270 +270 New
WIM
1499
Westside Investment Management
California
$60 – – –
CCMG
1500
Clark Capital Management Group
Pennsylvania
– -$40.5M -691,890 Closed
58 59
60
61 62