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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
AIS
376
AM Investment Strategies
Tennessee
$5.46M +$1.53K +25 +0%
CCMINC
377
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.42M -$29.7K -486 -0.5%
TC
378
TownSquare Capital
Utah
$5.37M +$182K +2,975 +3%
ONB
379
Old National Bancorp
Indiana
$5.37M -$141K -2,300 -2%
BFA
380
Bragg Financial Advisors
North Carolina
$5.35M
CCP
381
Corient Capital Partners
California
$5.2M -$51K -835 -0.9%
CIP
382
Capital Insight Partners
Arizona
$5.19M +$67.9K +1,111 +1%
ECM
383
ExodusPoint Capital Management
New York
$5.18M +$5.41M +88,529 New
SMDAM
384
Sumitomo Mitsui DS Asset Management
Japan
$5.14M +$239K +3,920 +5%
PI
385
PineBridge Investments
New York
$5.12M -$231K -3,774 -4%
GAM
386
Griffin Asset Management
New York
$5.09M +$409K +6,695 +8%
LFAS
387
Level Four Advisory Services
Texas
$5.08M +$562K +9,201 +12%
CS
388
Candriam SCA
Luxembourg
$5.07M -$285K -4,672 -5%
KWM
389
Kingsview Wealth Management
Oregon
$5.06M -$1.16M -18,987 -18%
LG
390
LaFleur & Godfrey
Michigan
$5.06M +$302K +4,950 +6%
Cerity Partners
391
Cerity Partners
New York
$5.05M +$188K +3,070 +4%
YIA
392
YHB Investment Advisors
Connecticut
$5.04M +$50.2K +822 +1%
HFS
393
Hantz Financial Services
Michigan
$5M +$285K +4,658 +6%
CRM
394
Cramer Rosenthal McGlynn
Connecticut
$4.99M +$86.7K +1,419 +2%
BCCM
395
Bridge Creek Capital Management
Massachusetts
$4.97M -$63.6K -1,041 -1%
X
396
Xponance
Pennsylvania
$4.97M +$1.07M +17,546 +26%
RBA
397
Richard Bernstein Advisors
New York
$4.95M
LIM
398
Leavell Investment Management
Alabama
$4.93M +$395K +6,459 +8%
LSERS
399
Louisiana State Employees Retirement System
Louisiana
$4.9M +$36.7K +600 +0.7%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$4.89M +$689K +11,277 +16%

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.