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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
MOACM
276
Mutual of America Capital Management
New York
$10.3M +$67.3K +1,102 +0.6%
WAM
277
Wallington Asset Management
Indiana
$10.3M +$108K +1,762 +1%
JMPWA
278
JP Morgan Private Wealth Advisors
California
$10.3M +$1.37M +22,481 +15%
IG
279
ING Group
Netherlands
$10.3M +$3.86M +63,221 +56%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$10.1M -$1.04M -17,025 -9%
II
281
IFM Investors
Australia
$10.1M -$155K -2,534 -1%
HCMT
282
Highland Capital Management (Tennessee)
Tennessee
$10M +$68.4K +1,120 +0.7%
Brown Advisory
283
Brown Advisory
Maryland
$9.92M +$114K +1,873 +1%
PA
284
Pinnacle Associates
New York
$9.84M -$474K -7,759 -4%
COPPSERS
285
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.81M +$16.8K +275 +0.2%
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
$9.79M +$10.2M +167,294 New
DT
287
Diversified Trust
Tennessee
$9.75M +$4.13M +67,576 +68%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$9.57M -$120K -1,961 -1%
AOWM
289
Alpha Omega Wealth Management
Virginia
$9.55M +$365K +5,968 +4%
SBWIC
290
Schaper Benz & Wise Investment Counsel
Wisconsin
$9.44M +$153K +2,505 +2%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$9.43M +$268K +4,379 +3%
Balyasny Asset Management
292
Balyasny Asset Management
Illinois
$9.36M +$8.9M +145,673 +1,023%
CCT
293
Chemung Canal Trust
New York
$9.34M -$168K -2,742 -2%
IMCOOI
294
Investment Management Corp of Ontario (IMCO)
Canada
$9.31M
BIC
295
Beach Investment Counsel
Pennsylvania
$9.04M -$4.86M -79,595 -34%
UB
296
UMB Bank
Missouri
$8.97M +$4.58M +74,904 +96%
RIL
297
Rothschild Investment LLC
Illinois
$8.96M +$40.8K +667 +0.4%
MLICM
298
Metropolitan Life Insurance Company (MetLife)
New York
$8.94M -$270K -4,418 -3%
GGS
299
Galvin Gaustad & Stein
Arizona
$8.71M -$2.73M -44,766 -23%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$8.69M +$583K +9,544 +7%

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.