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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 %
BCA
1501
Bay Colony Advisors
Massachusetts
– -$258K -4,548 Closed
CG
1502
CFO4Life Group
Texas
– -$250K -4,416 Closed
WA
1503
Waverly Advisors
Alabama
– -$250K -4,413 Closed
CWM
1504
Cahaba Wealth Management
Georgia
– -$211K -4,380 Closed
CCA
1505
Childress Capital Advisors
Texas
– -$248K -4,348 Closed
CC
1506
Commons Capital
Massachusetts
– -$245K -4,320 Closed
CPA
1507
Capital Planning Advisors
California
– -$242K -4,269 Closed
TFA
1508
Teamwork Financial Advisors
Texas
– -$242K -4,263 Closed
PM
1509
Parametrica Management
Hong Kong
– -$239K -4,217 Closed
NC
1510
NovaPoint Capital
Georgia
– -$236K -4,169 Closed
RFA
1511
Resurgent Financial Advisors
Georgia
– -$234K -4,126 Closed
EWM
1512
Empirical Wealth Management
Washington
– -$233K -4,113 Closed
PWP
1513
Principle Wealth Partners
Connecticut
– -$232K -4,094 Closed
TAM
1514
Townsend Asset Management
North Carolina
– -$230K -4,055 Closed
LCM
1515
Liberty Capital Management
Michigan
– -$229K -4,036 Closed
CWM
1516
Circle Wealth Management
New Jersey
– -$227K -4,003 Closed
MHIC
1517
Marble Harbor Investment Counsel
Massachusetts
– -$227K -4,000 Closed
SF
1518
SBK Financial
Virginia
– -$227K -4,000 Closed
DOA
1519
D'Orazio & Associates
Virginia
– -$225K -3,977 Closed
SHWM
1520
Smith & Howard Wealth Management
Georgia
– -$225K -3,973 Closed
CCA
1521
Cottonwood Capital Advisors
Utah
– -$224K -3,956 Closed
BFS
1522
Bradley Foster & Sargent
Connecticut
– -$222K -3,917 Closed
MP
1523
McDonald Partners
Ohio
– -$221K -3,894 Closed
SWA
1524
SFMG Wealth Advisors
Texas
– -$221K -3,892 Closed
MI
1525
Moneywise Inc
Virginia
– -$220K -3,887 Closed
59 60
61
62 63