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Truist Financial
TFC

Overview Fund Activity

1,440 hedge funds and large institutions have $46.3B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 636 increasing their positions, 495 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
-60
Holders Change %
-4%
% of All Funds
24.35%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
90
Increased
636
Reduced
495
Closed
125
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.93B
2
Morgan Stanley
2
Morgan Stanley
New York
$518M
3
Barclays
3
Barclays
United Kingdom
$454M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$199M
5
American Century Companies
5
American Century Companies
Missouri
$738M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.74B
2
Capital International Investors
2
Capital International Investors
California
$1.07B
3
State Street
3
State Street
Massachusetts
$2.8B
4
Invesco
4
Invesco
Georgia
$349M
5
Boston Partners
5
Boston Partners
Massachusetts
$592M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
1476
Boothbay Fund Management
New York
– -$543K -9,583 Closed
CIC
1477
Chase Investment Counsel
Virginia
– -$499K -8,812 Closed
QIM
1478
Quantitative Investment Management
Virginia
– -$499K -8,808 Closed
LCM
1479
Laurion Capital Management
New York
– -$483K -8,512 Closed
OFG
1480
Oxford Financial Group
Indiana
– -$482K -8,501 Closed
IAN
1481
Integrated Advisors Network
Texas
– -$458K -8,086 Closed
FRM
1482
Fox Run Management
Connecticut
– -$429K -7,572 Closed
CFMC
1483
Curbstone Financial Management Corp
New Hampshire
– -$426K -7,522 Closed
RPG
1484
Resource Planning Group
Georgia
– -$414K -7,295 Closed
IFA
1485
Index Fund Advisors
California
– -$389K -6,866 Closed
HCM
1486
Hollencrest Capital Management
California
– -$361K -6,364 Closed
PCMK
1487
Paragon Capital Management (Kansas)
Kansas
– -$350K -6,177 Closed
SB
1488
Sunflower Bank
Texas
– -$331K -5,844 Closed
HWA
1489
Heartwood Wealth Advisors
Virginia
– -$321K -5,662 Closed
HT
1490
HighTower Trust
Texas
– -$315K -5,557 Closed
WFI
1491
West Family Investments
California
– -$312K -5,495 Closed
SWM
1492
Segment Wealth Management
Texas
– -$304K -5,366 Closed
FCH
1493
Freestone Capital Holdings
Washington
– -$301K -5,305 Closed
SM
1494
Sciencast Management
New Jersey
– -$291K -5,292 Closed
FIB
1495
First Interstate Bank
Montana
– -$296K -5,223 Closed
KCIA
1496
Kingsbury Capital Investment Advisors
Illinois
– -$293K -5,159 Closed
MW
1497
MBL Wealth
North Carolina
– -$281K -4,964 Closed
HPIA
1498
Hamilton Point Investment Advisors
North Carolina
– -$279K -4,915 Closed
HFP
1499
Holistic Financial Partners
Indiana
– -$274K -4,826 Closed
PP
1500
Paloma Partners
Connecticut
– -$270K -4,763 Closed
58 59
60
61 62