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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 %
HPWM
1526
Highland Private Wealth Management
Washington
– -$248K -5,694 Closed
LSPW
1527
Lake Street Private Wealth
Illinois
– -$243K -5,591 Closed
PWM
1528
PBMares Wealth Management
Virginia
– -$238K -5,476 Closed
AFA
1529
Arlington Financial Advisors
California
– -$235K -5,400 Closed
CT
1530
Columbia Trust
Oregon
– -$232K -5,317 Closed
BBW
1531
Blue Barn Wealth
Utah
– -$228K -5,235 Closed
PI
1532
Putnam Investments
Massachusetts
– -$225K -5,174 Closed
SPP
1533
Single Point Partners
Massachusetts
– -$224K -5,151 Closed
TFF
1534
The Family Firm
Maryland
– -$223K -5,128 Closed
TFCP
1535
Twin Focus Capital Partners
Massachusetts
– -$220K -5,058 Closed
SFI
1536
SPC Financial Inc
Maryland
– -$218K -5,000 Closed
IP
1537
Investment Partners
Ohio
– -$216K -4,963 Closed
KIG
1538
Kowal Investment Group
Wisconsin
– -$216K -4,963 Closed
OTPPB
1539
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$213K -4,881 Closed
ER
1540
Enlightenment Research
Florida
– -$209K -4,800 Closed
NPF
1541
Norris Perne & French
Michigan
– -$208K -4,767 Closed
CCM
1542
Carderock Capital Management
Maryland
– -$206K -4,727 Closed
EM
1543
Excalibur Management
Massachusetts
– -$206K -4,726 Closed
IWA
1544
Intercontinental Wealth Advisors
Texas
– -$202K -4,644 Closed
SF
1545
SBK Financial
Virginia
– -$201K -4,621 Closed
HI
1546
Hudock Inc
Pennsylvania
– -$184K -4,238 Closed
TIA
1547
Tiemann Investment Advisors
California
– -$183K -4,211 Closed
EW
1548
Evoke Wealth
California
– -$142K -3,260 Closed
EIP
1549
Ellis Investment Partners
Pennsylvania
– -$119K -2,748 Closed
EC
1550
EdgeRock Capital
Colorado
– -$114K -2,619 Closed
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