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Truist Financial

1,506 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 650 increasing their positions, 496 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $210M | Put options by funds: $73.3M

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

42% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 84

31% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 496

1% more funds holding

Funds holding: 1,4861,506 (+20)

1.17% more ownership

Funds ownership: 72.69%73.86% (+1.2%)

3% less capital invested

Capital invested by funds: $56.7B → $55B (-$1.68B)

Holders
1,506
Holders Change
+20
Holders Change %
+1.35%
% of All Funds
23.75%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.39%
New
119
Increased
650
Reduced
496
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
426
Kavar Capital Partners Group
Kansas
$4.26M +$108K +1,756 +2%
CAN
427
Cetera Advisor Networks
California
$4.24M +$522K +8,448 +13%
UBG
428
United Bank (Georgia)
Georgia
$4.22M +$181K +2,938 +4%
AIA
429
Arbor Investment Advisors
North Carolina
$4.21M +$30.8K +498 +0.7%
HW
430
Hedeker Wealth
Illinois
$4.21M +$1.16M +18,792 +34%
WG
431
Welch Group
Alabama
$4.18M +$363K +5,875 +9%
PSUF
432
People's United Financial
Connecticut
$4.16M -$58.1K -941 -1%
SAM
433
Shell Asset Management
Netherlands
$4.08M +$9.88K +160 +0.2%
TSW
434
Thompson Siegel & Walmsley
Virginia
$4.07M -$9.33K -151 -0.2%
VWM
435
Valley Wealth Managers
New Jersey
$4.02M +$277K +4,480 +7%
CWG
436
Cornerstone Wealth Group
North Carolina
$4M +$461K +7,458 +12%
AG
437
Ascent Group
Virginia
$4M +$4.1M +66,346 +1,615%
CBB
438
Citizens Business Bank
California
$3.96M +$340K +5,510 +9%
SCM
439
Salem Capital Management
Massachusetts
$3.95M +$4.14K +67 +0.1%
SWMG
440
Signature Wealth Management Group
Georgia
$3.92M +$198K +3,213 +5%
ZCM
441
Ziegler Capital Management
Illinois
$3.9M -$707K -11,446 -14%
PP
442
Prudential plc
United Kingdom
$3.87M +$2.18M +35,315 +107%
FFM
443
Forum Financial Management
Illinois
$3.86M -$697K -11,282 -14%
UBV
444
United Bank (Virginia)
Virginia
$3.84M
PAG
445
Private Advisor Group
New Jersey
$3.82M -$192K -3,105 -4%
BIAS
446
Beacon Investment Advisory Services
New Jersey
$3.81M +$207K +3,352 +5%
AIM
447
Anchor Investment Management
South Carolina
$3.81M +$95.9K +1,552 +2%
GCM
448
Gator Capital Management
Florida
$3.81M
GIM
449
Goelzer Investment Management
Indiana
$3.8M +$235K +3,797 +6%
MF
450
Magnetar Financial
Illinois
$3.79M +$2.12M +34,249 +105%

TFC Hedge Fund Activity: Q1 2022 in Review

1,506 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2022, worth a combined $55B — down 3% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TFC positions and 84 closed out — a net gain of 35 holders — while 650 added to existing stakes and 496 trimmed.

The largest buyer was American Century Companies, adding an estimated $302M. The largest seller was Capital International Investors, cutting an estimated $238M.

  • 1,506 institutional investors held Truist Financial (TFC) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $55B of Truist Financial stock for Q1 2022, down 3% quarter-over-quarter.
  • 119 funds opened new Truist Financial positions in Q1 2022 and 84 closed out, a net change of +35 holders.
  • The largest Truist Financial buyer in Q1 2022 was American Century Companies, an estimated $302M added.
  • The largest Truist Financial seller in Q1 2022 was Capital International Investors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2022.