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Truist Financial
TFC

Overview Fund Activity

1,500 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 645 increasing their positions, 495 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,500
Holders Change
+21
Holders Change %
+1.42%
% of All Funds
23.74%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.4%
New
120
Increased
645
Reduced
495
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$277M
2
Bank of America
Bank of America
North Carolina
+$264M
3
Barclays
Barclays
United Kingdom
+$261M
4
Capital World Investors
Capital World Investors
California
+$131M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$80M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$218M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$207M
3
BG
Bahl & Gaynor
Ohio
-$98.8M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$95.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1551
Northside Capital Management
Oregon
– -$204K -3,485 Closed
QTM
1552
qPULA Trading Management
New York
– -$204K -3,482 Closed
BWAM
1553
Boyd Watterson Asset Management
Ohio
– -$202K -3,454 Closed
RAM
1554
Roanoke Asset Management
New Jersey
– -$202K -3,447 Closed
V
1555
VeraBank
Texas
– -$201K -3,440 Closed
KFC
1556
Klingenstein Fields & Co
New York
– -$201K -3,425 Closed
WPW
1557
Warther Private Wealth
Ohio
– -$206K -3,408 Closed
NIM
1558
NuWave Investment Management
New Jersey
– -$180K -3,074 Closed
MAM
1559
Mystic Asset Management
Rhode Island
– -$127K -2,178 Closed
CF
1560
Concorde Financial
Texas
– -$72K -1,156 Closed
CWS
1561
Confluence Wealth Services
Pennsylvania
– -$67K -1,155 Closed
BAM
1562
Barrett Asset Management
New York
– -$64K -1,086 Closed
SFO
1563
Standard Family Office
South Dakota
– -$54K -930 Closed
SCM
1564
Sirios Capital Management
Massachusetts
– -$51K -879 Closed
EPM
1565
Equitec Proprietary Markets
Illinois
– -$48K -815 Closed
RPCONE
1566
Retirement Planning Company of New England
Rhode Island
– -$38K -657 Closed
SFPG
1567
Stonebridge Financial Planning Group
Florida
– -$38K -609 Closed
EWM
1568
Edge Wealth Management
New York
– -$33K -560 Closed
EWM
1569
Elmwood Wealth Management
California
– -$25K -434 Closed
JG
1570
Jefferies Group
New York
– -$23.4K -400 Closed
TC
1571
Truvestments Capital
Florida
– -$12K -201 Closed
MG
1572
MilWealth Group
Wisconsin
– -$11.1K -189 Closed
TCWM
1573
Total Clarity Wealth Management
Illinois
– -$11K -184 Closed
AWMS
1574
Advocacy Wealth Management Services
Georgia
– -$10K -177 Closed
1IA
1575
1834 Investment Advisors
Wisconsin
– -$9K -151 Closed
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