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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
UBG
426
United Bank (Georgia)
Georgia
$4.19M +$32.7K +536 +0.8%
PAG
427
Private Advisor Group
New Jersey
$4.12M -$1.05M -17,111 -20%
SCM
428
Salem Capital Management
Massachusetts
$4.08M -$33.6K -550 -0.8%
EI
429
Ethic Inc
New York
$4.08M +$624K +10,216 +17%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$4.06M -$327K -5,350 -7%
SM
431
Soapstone Management
Maryland
$4.03M -$11.1M -181,250 -73%
VCA
432
Verdence Capital Advisors
Maryland
$3.99M +$29.5K +483 +0.7%
WG
433
Welch Group
Alabama
$3.97M +$193K +3,162 +5%
UBV
434
United Bank (Virginia)
Virginia
$3.97M +$1.29M +21,125 +45%
PG
435
Pendal Group
Australia
$3.96M -$434K -7,105 -10%
Capstone Investment Advisors
436
Capstone Investment Advisors
New York
$3.95M +$4.11M +67,291 +34,686%
GCM
437
Gator Capital Management
Florida
$3.93M +$4.1M +67,099 New
CANC
438
Culbertson A N & Co
Virginia
$3.91M -$115K -1,888 -3%
HCM
439
Huber Capital Management
California
$3.89M +$252K +4,127 +7%
VWM
440
Valley Wealth Managers
New Jersey
$3.88M -$36.7K -601 -0.9%
CAN
441
Cetera Advisor Networks
California
$3.88M -$2.47M -40,364 -38%
RWA
442
River Wealth Advisors
Pennsylvania
$3.87M -$2.69K -44 -0.1%
AA
443
ALPS Advisors
Colorado
$3.86M +$4.02M +65,852 New
SWMG
444
Signature Wealth Management Group
Georgia
$3.85M -$171K -2,803 -4%
AIM
445
Anchor Investment Management
South Carolina
$3.85M +$49.9K +816 +1%
GLLW
446
Graves Light Lenhart Wealth
Virginia
$3.79M +$489 +8 +0%
CBB
447
Citizens Business Bank
California
$3.76M -$97.6K -1,598 -2%
BIAS
448
Beacon Investment Advisory Services
New Jersey
$3.74M +$21.6K +353 +0.6%
CT
449
Coastline Trust
Rhode Island
$3.74M +$3.06K +50 +0.1%
MIM
450
Marco Investment Management
Georgia
$3.72M -$12.2K -200 -0.3%

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.