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Truist Financial
TFC

Overview Fund Activity

1,418 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 626 increasing their positions, 486 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,418
Holders Change
-22
Holders Change %
-1.53%
% of All Funds
24.52%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
626
Reduced
486
Closed
99
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M

Top Buyers

1
Amundi
1
Amundi
France
$586M
2
BlackRock
2
BlackRock
New York
$4.36B
3
Goldman Sachs
3
Goldman Sachs
New York
$394M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$85.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$254M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$94.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$407M
3
Capital International Investors
3
Capital International Investors
California
$862M
4
American Century Companies
4
American Century Companies
Missouri
$599M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1476
Primoris Wealth Advisors
Florida
– -$210K -4,419 Closed
LIA
1477
LS Investment Advisors
Michigan
– -$209K -4,401 Closed
CM
1478
Capital Management
Virginia
– -$209K -4,400 Closed
KA
1479
Klingman & Associates
New York
– -$207K -4,360 Closed
PCMC
1480
Paragon Capital Management (Colorado)
Colorado
– -$207K -4,357 Closed
LWM
1481
Lyell Wealth Management
California
– -$206K -4,334 Closed
EWA
1482
ERTS Wealth Advisors
Michigan
– -$205K -4,323 Closed
CSWG
1483
Cardinal Strategic Wealth Guidance
Kentucky
– -$204K -4,291 Closed
RPWA
1484
Regent Peak Wealth Advisors
Georgia
– -$203K -4,284 Closed
LAS
1485
Lloyd Advisory Services
Georgia
– -$201K -4,263 Closed
GIM
1486
Guild Investment Management
California
– -$209K -4,248 Closed
ALAM
1487
Asahi Life Asset Management
Japan
– -$190K -4,000 Closed
MGI
1488
MayTech Global Investments
New York
– -$176K -3,706 Closed
CI
1489
CX Institutional
Indiana
– -$121K -2,556 Closed
COCM
1490
Charter Oak Capital Management
New Hampshire
– -$65K -1,376 Closed
GWMIA
1491
Global Wealth Management Investment Advisory
Florida
– -$28K -600 Closed
FBC
1492
Fairfield, Bush & Co
Connecticut
– -$21K -437 Closed
FIA
1493
FNY Investment Advisers
New York
– -$20K -437 Closed
CIA
1494
Cascade Investment Advisors
Oregon
– -$13.1K -277 Closed
MWM
1495
Mascoma Wealth Management
New Hampshire
– -$12K -259 Closed
SC
1496
Siena Capital
Ohio
– -$9K -200 Closed
GKIM
1497
GW&K Investment Management
Massachusetts
– -$8K -175 Closed
ARIS
1498
Advanced Research Investment Solutions
California
– -$8K -170 Closed
TCWM
1499
Total Clarity Wealth Management
Illinois
– -$8K -167 Closed
FMB
1500
Field & Main Bank
Kentucky
– -$8K -165 Closed
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