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Truist Financial
TFC

Overview Fund Activity

1,481 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 555 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+63
Holders Change %
+4.44%
% of All Funds
23.89%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
555
Closed
87
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M

Top Buyers

1
Amundi
Amundi
France
$848M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.02B
3
Morgan Stanley
Morgan Stanley
New York
$667M
4
Millennium Management
Millennium Management
New York
$94.5M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$563M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$501M
2
BlackRock
BlackRock
New York
$3.98B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$742M
4
Goldman Sachs
Goldman Sachs
New York
$230M
5
Boston Partners
Boston Partners
Massachusetts
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1501
Ramiah Investment Group
Wisconsin
– -$788K -18,099 Closed
VEA
1502
Virtus ETF Advisers
New York
– -$612K -14,053 Closed
WG
1503
Winton Group
United Kingdom
– -$552K -12,685 Closed
TL
1504
Tradewinds LLC
North Carolina
– -$540K -12,395 Closed
RWM
1505
Ritholtz Wealth Management
New York
– -$535K -12,295 Closed
BCP
1506
Blue Chip Partners
Michigan
– -$527K -12,115 Closed
HFG
1507
Heron Financial Group
New York
– -$500K -11,483 Closed
CAM
1508
Covenant Asset Management
New Jersey
– -$457K -10,489 Closed
GCM
1509
Graham Capital Management
Connecticut
– -$447K -10,268 Closed
PTC
1510
Philadelphia Trust Company
Pennsylvania
– -$443K -10,172 Closed
RCIM
1511
Red Cedar Investment Management
Michigan
– -$437K -10,044 Closed
FPAS
1512
Focus Partners Advisor Solutions
Missouri
– -$426K -9,777 Closed
CIBC World Market
1513
CIBC World Market
Ontario, Canada
– -$404K -9,273 Closed
BAM
1514
Berkshire Asset Management
Pennsylvania
– -$379K -8,706 Closed
DSN
1515
D. Scott Neal
Kentucky
– -$351K -8,064 Closed
CCA
1516
Childress Capital Advisors
Texas
– -$340K -7,655 Closed
LAS
1517
LWM Advisory Services
Florida
– -$297K -6,819 Closed
BFM
1518
Boothbay Fund Management
New York
– -$286K -6,578 Closed
Q
1519
QVR
California
– -$285K -6,547 Closed
JSC
1520
Jackson Square Capital
California
– -$285K -6,542 Closed
MA
1521
MJP Associates
Connecticut
– -$270K -6,192 Closed
WP
1522
WealthShield Partners
North Carolina
– -$268K -6,145 Closed
PTC
1523
Petrus Trust Company
Texas
– -$261K -5,997 Closed
SHA
1524
Seneca House Advisors
Virginia
– -$256K -5,884 Closed
WPC
1525
Wedmont Private Capital
Pennsylvania
– -$254K -5,838 Closed
59 60
61
62 63