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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
PWW
401
Pettyjohn Wood & White
Virginia
$4.87M +$32.1K +525 +0.6%
PPW
402
Parcion Private Wealth
Washington
$4.87M +$99.4K +1,627 +2%
ZCM
403
Ziegler Capital Management
Illinois
$4.85M -$371K -6,075 -7%
CWP
404
Concord Wealth Partners
Virginia
$4.8M +$4.64M +75,880 +1,254%
RIM
405
Reliant Investment Management
Tennessee
$4.8M +$302K +4,945 +6%
CCFCSB
406
Cape Cod Five Cents Savings Bank
Massachusetts
$4.78M -$130K -2,132 -3%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$4.77M -$397K -6,500 -7%
KRS
408
Kentucky Retirement Systems
Kentucky
$4.76M +$213K +3,485 +4%
FNT
409
First National Trust
Pennsylvania
$4.72M +$82.4K +1,349 +2%
CSS
410
Cubist Systematic Strategies
Connecticut
$4.71M +$4.61M +75,463 +1,526%
CGH
411
Crossmark Global Holdings
Texas
$4.69M -$379K -6,207 -7%
ACM
412
AlphaCrest Capital Management
New York
$4.66M +$4.1M +67,032 +537%
FFM
413
Forum Financial Management
Illinois
$4.64M +$4.85M +79,308 New
Allianz Asset Management
414
Allianz Asset Management
Germany
$4.62M -$11.7M -191,020 -71%
USCWA
415
U.S. Capital Wealth Advisors
Texas
$4.62M -$30.3K -496 -0.6%
Daiwa Securities Group
416
Daiwa Securities Group
Japan
$4.59M +$110K +1,805 +2%
WAOTB
417
Wealth Advisors of Tampa Bay
Florida
$4.58M +$2.4M +39,229 +100%
ASN
418
Advisory Services Network
Georgia
$4.47M -$261K -4,265 -5%
NA
419
NewEdge Advisors
Louisiana
$4.36M +$1.02M +16,715 +29%
PSUF
420
People's United Financial
Connecticut
$4.36M +$192K +3,147 +4%
AIA
421
Arbor Investment Advisors
North Carolina
$4.32M -$27.3K -447 -0.6%
PFM
422
Parsec Financial Management
North Carolina
$4.32M -$215K -3,523 -5%
KCPG
423
Kavar Capital Partners Group
Kansas
$4.3M +$45K +736 +1%
TSW
424
Thompson Siegel & Walmsley
Virginia
$4.21M
SAM
425
Shell Asset Management
Netherlands
$4.21M +$889K +14,555 +25%

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.