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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
PI
351
Parkside Investments
Illinois
$6.34M +$188K +3,076 +3%
OIM
352
Opus Investment Management
Massachusetts
$6.33M
XF
353
XML Financial
Maryland
$6.32M -$24.3K -398 -0.4%
FHA
354
First Horizon Advisors
Tennessee
$6.31M -$484K -7,921 -7%
EB
355
Eastern Bank
Massachusetts
$6.3M -$38.9K -636 -0.6%
Wealthfront Advisers
356
Wealthfront Advisers
California
$6.3M +$1.71M +27,989 +35%
Man Group
357
Man Group
United Kingdom
$6.29M -$4.88M -79,882 -43%
SFA
358
Sequoia Financial Advisors
Ohio
$6.22M +$5.92M +96,900 +1,040%
CFB
359
Cullen/Frost Bankers
Texas
$6.18M +$4.53M +74,087 +235%
BSW
360
Buckingham Strategic Wealth
Missouri
$6.06M -$80K -1,309 -1%
MSRPS
361
Maryland State Retirement & Pension System
Maryland
$6.04M
ISL
362
Ingalls & Snyder LLC
New York
$5.98M -$40.1K -657 -0.6%
EMPI
363
Elo Mutual Pension Insurance
Finland
$5.98M +$454K +7,430 +8%
FCBT
364
First Citizens Bank & Trust
North Carolina
$5.89M -$29.8K -487 -0.5%
Marshall Wace
365
Marshall Wace
United Kingdom
$5.88M +$1.11M +18,137 +22%
DILIC
366
Dai-ichi Life Insurance Company
Japan
$5.8M
TRSOTSOK
367
Teachers Retirement System of the State of Kentucky
Kentucky
$5.76M -$299K -4,894 -5%
Kovitz Investment Group Partners
368
Kovitz Investment Group Partners
Illinois
$5.68M +$653K +10,691 +10%
AQR Capital Management
369
AQR Capital Management
Connecticut
$5.65M -$8.52M -139,377 -59%
HNB
370
Huntington National Bank
Ohio
$5.58M -$258K -4,224 -4%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$5.58M +$399K +6,534 +7%
CIS
372
Capital International Sarl
California
$5.58M +$485K +7,941 +9%
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$5.57M +$1.79M +29,342 +45%
FLPIM
374
F.L. Putnam Investment Management
Massachusetts
$5.53M -$866K -14,176 -13%
NEI
375
Northwest & Ethical Investments
Ontario, Canada
$5.48M -$1.2M -19,665 -17%

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.