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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
$3.73B
2
Dodge & Cox
Dodge & Cox
California
$957M
3
Amundi
Amundi
France
$559M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$126M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$2.36B
2
KBC Group
KBC Group
Belgium
$36.9M
3
Invesco
Invesco
Georgia
$675M
4
BlackRock
BlackRock
New York
$5.6B
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1526
Liberty Wealth Management
California
– -$89K -1,464 Closed
HA
1527
Herold Advisors
New York
– -$78K -1,343 Closed
CWA
1528
Clearview Wealth Advisors
Oregon
– -$53K -900 Closed
SFP
1529
Sterling Financial Planning
New Jersey
– -$44K -756 Closed
EWA
1530
Evolution Wealth Advisors
Florida
– -$42K -721 Closed
RE
1531
RBC Europe
United Kingdom
– -$37.9K -647 Closed
KIG
1532
Kowal Investment Group
Wisconsin
– -$37K -628 Closed
RVM
1533
Robinson Value Management
Texas
– -$34K -587 Closed
TVWM
1534
Tower View Wealth Management
Wisconsin
– -$29K -500 Closed
RA
1535
Resolute Advisors
California
– -$22K -375 Closed
UAML
1536
US Asset Management LLC
Pennsylvania
– -$19K -320 Closed
AIC
1537
Archer Investment Corporation
Indiana
– -$18.3K -312 Closed
PWM
1538
Prentice Wealth Management
New York
– -$15K -259 Closed
LS
1539
Leelyn Smith
Illinois
– -$15K -250 Closed
IF
1540
Ironwood Financial
Arizona
– -$12K -210 Closed
TCWA
1541
Ten Capital Wealth Advisors
Washington
– -$12K -200 Closed
GKWIM
1542
Gerber Kawasaki Wealth & Investment Management
California
– -$10K -180 Closed
BFC
1543
Bedel Financial Consulting
Indiana
– -$10K -162 Closed
TF
1544
Tompkins Financial
New York
– -$8K -139 Closed
HWM
1545
HighMark Wealth Management
Minnesota
– -$5K -77 Closed
CPWM
1546
Cypress Point Wealth Management
Texas
– -$4K -75 Closed
MAM
1547
Marquette Asset Management
Minnesota
– -$4K -61 Closed
CMBA
1548
C.M. Bidwell & Associates
Hawaii
– -$3K -59 Closed
JPLA
1549
Joseph P. Lucia & Associates
New York
– -$2K -41 Closed
RTL
1550
Red Tortoise LLC
Georgia
– -$1K -30 Closed
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