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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
OC
301
Oppenheimer & Co
New York
$8.66M +$3.91K +64 +0%
ATC
302
Argent Trust Co
Tennessee
$8.56M +$222K +3,631 +3%
MML Investors Services
303
MML Investors Services
Massachusetts
$8.55M +$406K +6,639 +5%
KWILP
304
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.51M +$8.88M +145,283 New
AAF
305
Andra AP-fonden
Sweden
$8.46M -$1.75M -28,600 -17%
MCM
306
Maryland Capital Management
Maryland
$8.44M +$731K +11,963 +9%
NAM
307
Nissay Asset Management
Japan
$8.39M +$219K +3,579 +3%
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$8.36M +$673K +11,012 +8%
SIG
309
Stonegate Investment Group
Alabama
$8.3M +$8.66M +141,707 New
BF
310
BOK Financial
Oklahoma
$8.19M +$532K +8,707 +7%
CCM
311
Covington Capital Management
California
$8.08M +$1.25M +20,451 +17%
LW
312
Linscomb Wealth
Texas
$8.04M -$13.7K -225 -0.2%
TU
313
TDAM USA
Ontario, Canada
$7.96M -$1.15M -18,877 -12%
N
314
Natixis
France
$7.94M -$45.5M -744,497 -85%
TWMP
315
Taylor Wealth Management Partners
Massachusetts
$7.9M -$87.2K -1,427 -1%
Axa
316
Axa
France
$7.89M -$147K -2,407 -2%
IIM
317
Intact Investment Management
Quebec, Canada
$7.79M -$1.89M -31,000 -19%
AWM
318
AE Wealth Management
Kansas
$7.78M +$1.2M +19,705 +17%
GAB
319
German American Bancorp
Indiana
$7.61M -$79.1K -1,294 -1%
CDH
320
Charles D. Hyman
$7.61M -$32.1K -525 -0.4%
FMC
321
First Merchants Corp
Indiana
$7.58M +$125K +2,054 +2%
BIA
322
Biondo Investment Advisors
Pennsylvania
$7.57M +$317K +5,196 +4%
TI
323
tru Independence
Oregon
$7.51M -$251K -4,102 -3%
KAS
324
Kestra Advisory Services
Texas
$7.41M -$633K -10,368 -8%
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$7.38M +$1.67M +27,339 +28%

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.