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Truist Financial

1,487 hedge funds and large institutions have $56.7B invested in Truist Financial in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 578 increasing their positions, 519 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 72

98% more call options, than puts

Call options by funds: $258M | Put options by funds: $131M

11% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 519

7% more funds holding

Funds holding: 1,3861,487 (+101)

0.37% less ownership

Funds ownership: 73.06%72.69% (-0.37%)

1% less capital invested

Capital invested by funds: $57.1B → $56.7B (-$400M)

41% less funds holding in top 10

Funds holding in top 10: 2917 (-12)

Holders
1,487
Holders Change
+101
Holders Change %
+7.29%
% of All Funds
22.88%
Holding in Top 10
17
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-41.38%
% of All Funds
0.26%
New
199
Increased
578
Reduced
519
Closed
72
Calls
$258M
Puts
$131M
Net Calls
+$128M
Net Calls Change
-$80.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
226
Eagle Global Advisors
Texas
$14.9M -$6.01M -98,384 -28%
ELI
227
Empire Life Investments
Ontario, Canada
$14.6M +$63.8K +1,045 +0.4%
Lazard Asset Management
228
Lazard Asset Management
New York
$14.6M -$878K -14,363 -5%
Creative Planning
229
Creative Planning
Kansas
$14.4M -$87.5K -1,433 -0.6%
MCM
230
McRae Capital Management
New Jersey
$14.4M +$205K +3,363 +1%
FA
231
FDx Advisors
Illinois
$14.3M +$396K +6,489 +3%
URS
232
Utah Retirement Systems
Utah
$14.3M +$30.5K +500 +0.2%
KCM
233
Kanawha Capital Management
Virginia
$14.1M +$60.1K +983 +0.4%
ACM
234
Advisors Capital Management
New Jersey
$14.1M +$1.02M +16,667 +7%
VV
235
Verity & Verity
South Carolina
$14.1M +$38.4K +628 +0.3%
BA
236
Bridgewater Associates
Connecticut
$13.9M -$17.7M -289,302 -55%
SLAM
237
Swiss Life Asset Management
$13.9M +$850K +13,908 +6%
CTA
238
Chesley Taft & Associates
Illinois
$13.8M +$853K +13,957 +6%
LBC
239
Lowe Brockenbrough & Co
Virginia
$13.8M -$388K -6,358 -3%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$13.8M +$886K +14,504 +7%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$13.7M -$869K -14,218 -6%
SAI
242
Systematic Alpha Investments
New Jersey
$13.7M
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$13.5M -$90.1K -1,475 -0.6%
BPWM
244
Badgley Phelps Wealth Managers
Washington
$13.4M +$401K +6,562 +3%
SI
245
Stephens Inc
Arkansas
$13.3M -$3.65M -59,775 -21%
DIA
246
Dana Investment Advisors
Wisconsin
$13.2M -$134K -2,187 -1%
GG
247
Gofen & Glossberg
Illinois
$13.2M -$114K -1,859 -0.8%
GI
248
Gradient Investments
Minnesota
$13.1M +$370K +6,062 +3%
LMIM
249
Lockheed Martin Investment Management
Maryland
$13M -$6.95M -113,744 -34%
RP
250
Rowlandmiller & Partners
Georgia
$12.8M +$1.27M +20,733 +10%

TFC Hedge Fund Activity: Q4 2021 in Review

1,487 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2021, worth a combined $56.7B — down 0.7% from $57.1B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new TFC positions and 72 closed out — a net gain of 127 holders — while 578 added to existing stakes and 519 trimmed.

The largest buyer was State Street, adding an estimated $103M. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,487 institutional investors held Truist Financial (TFC) as of Q4 2021, up from 1,386 in Q3 2021.
  • Funds reported $56.7B of Truist Financial stock for Q4 2021, down 0.7% quarter-over-quarter.
  • 199 funds opened new Truist Financial positions in Q4 2021 and 72 closed out, a net change of +127 holders.
  • The largest Truist Financial buyer in Q4 2021 was State Street, an estimated $103M added.
  • The largest Truist Financial seller in Q4 2021 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2021.