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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
+$98.8M
2
Dodge & Cox
Dodge & Cox
California
+$75.7M
3
Amundi
Amundi
France
+$58.7M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$53.5M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$52.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$323M
2
KBC Group
KBC Group
Belgium
-$74.9M
3
Invesco
Invesco
Georgia
-$52.2M
4
BlackRock
BlackRock
New York
-$48.4M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$45.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
1501
DZ Bank
Germany
– -$440K -7,500 Closed
GSIS
1502
Global Strategic Investment Solutions
Arizona
– -$437K -7,455 Closed
VI
1503
Versor Investments
New York
– -$428K -7,300 Closed
BHWM
1504
Bar Harbor Wealth Management
New Hampshire
– -$426K -7,269 Closed
KPW
1505
Kore Private Wealth
New York
– -$422K -7,194 Closed
CCWA
1506
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$417K -7,109 Closed
CM
1507
Capula Management
Cayman Islands
– -$416K -7,092 Closed
TCM
1508
Teza Capital Management
Illinois
– -$316K -5,392 Closed
PA
1509
Probity Advisors
Texas
– -$304K -5,180 Closed
YWP
1510
YorkBridge Wealth Partners
New York
– -$299K -5,093 Closed
SWIG
1511
Strategic Wealth Investment Group
Kentucky
– -$263K -4,483 Closed
CISOA
1512
Capital Investment Services of America
Wisconsin
– -$251K -4,277 Closed
AM
1513
Atwater Malick
Pennsylvania
– -$251K -4,274 Closed
KCM
1514
Kendall Capital Management
Maryland
– -$221K -3,774 Closed
RWP
1515
RWA Wealth Partners
Massachusetts
– -$210K -3,579 Closed
LFA
1516
Landmark Financial Advisors
Kentucky
– -$206K -3,537 Closed
WTB
1517
Washington Trust Bank
Washington
– -$207K -3,531 Closed
WP
1518
WealthSource Partners
California
– -$206K -3,516 Closed
WP
1519
WMS Partners
Maryland
– -$203K -3,456 Closed
KMWM
1520
Keudell/Morrison Wealth Management
Oregon
– -$202K -3,451 Closed
CHA
1521
Cooper/Haims Advisors
New York
– -$202K -3,447 Closed
CPC
1522
Consolidated Planning Corp
Georgia
– -$183K -3,121 Closed
CI
1523
CX Institutional
Indiana
– -$180K -3,065 Closed
RCA
1524
Ranch Capital Advisors
Florida
– -$114K -1,944 Closed
Walleye Trading
1525
Walleye Trading
New York
– -$93K -1,591 Closed
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