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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
TPCW
326
TD Private Client Wealth
New York
$7.36M -$365K -5,978 -5%
EDRH
327
Edmond de Rothschild Holding
Switzerland
$7.31M +$3.09M +50,531 +68%
WSTAM
328
Wilbanks Smith & Thomas Asset Management
Virginia
$7.31M -$336K -5,505 -4%
CNB
329
Camden National Bank
Maine
$7.28M -$113K -1,845 -1%
IWP
330
Icon Wealth Partners
Texas
$7.2M -$229K -3,751 -3%
FVWA
331
Foster Victor Wealth Advisors
South Carolina
$7.19M +$899K +14,721 +16%
KeyBank National Association
332
KeyBank National Association
Ohio
$7.14M -$7.27K -119 -0.1%
SSWM
333
Smith Salley Wealth Management
North Carolina
$7.14M +$309K +5,056 +4%
CTA
334
Colonial Trust Advisors
South Carolina
$7.12M -$23.1K -378 -0.3%
Tudor Investment Corp
335
Tudor Investment Corp
Connecticut
$7.09M +$923K +15,113 +14%
SSB
336
Sandy Spring Bank
Maryland
$6.99M -$86.3K -1,413 -1%
Robeco Institutional Asset Management
337
Robeco Institutional Asset Management
Netherlands
$6.88M +$535K +8,750 +8%
KIC
338
Keating Investment Counselors
Florida
$6.84M -$6.29K -103 -0.1%
WTC
339
WhitTier Trust Company
Nevada
$6.83M +$498K +8,146 +8%
FCA
340
FinTrust Capital Advisors
South Carolina
$6.72M +$50.2K +821 +0.7%
TRCT
341
Tower Research Capital (TRC)
New York
$6.71M +$4.75M +77,805 +211%
WBC
342
Westpac Banking Corp
Australia
$6.67M -$155K -2,533 -2%
Citadel Advisors
343
Citadel Advisors
Florida
$6.55M +$6.84M +111,912 New
M
344
MOTCO
Texas
$6.55M -$18.2K -298 -0.3%
SCM
345
Shelton Capital Management
Colorado
$6.51M -$402K -6,575 -6%
SAM
346
Securian Asset Management
Minnesota
$6.46M -$64K -1,047 -0.9%
WCA
347
Westover Capital Advisors
Delaware
$6.42M -$220K -3,595 -3%
AI
348
Atria Investments
North Carolina
$6.42M +$185K +3,031 +3%
PLFAM
349
Pineno Levin & Ford Asset Management
Virginia
$6.35M +$26.9K +440 +0.4%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$6.34M -$210K -3,435 -3%

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.