We are live on ! Find out more
TFC icon

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
BMA
451
Brooks Moore & Associates
Tennessee
$3.71M +$13K +212 +0.3%
GIM
452
Goelzer Investment Management
Indiana
$3.7M -$57.7K -944 -1%
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$3.69M +$220K +3,600 +6%
CWG
454
Cornerstone Wealth Group
North Carolina
$3.69M +$83.2K +1,361 +2%
CG
455
Colony Group
Massachusetts
$3.69M +$2.69M +44,110 +233%
MAM
456
Marotta Asset Management
Virginia
$3.67M +$446K +7,300 +13%
OPTFSNA
457
Old Point Trust & Financial Services N A
Virginia
$3.64M -$12.2K -200 -0.3%
Fisher Asset Management
458
Fisher Asset Management
Washington
$3.59M +$3.27M +53,561 +686%
HA
459
Hamel Associates
New Jersey
$3.59M +$165K +2,700 +5%
VAS
460
Vestmark Advisory Solutions
Massachusetts
$3.58M +$42.2K +690 +1%
BCA
461
Bray Capital Advisors
Florida
$3.57M -$36.3K -594 -1%
ACA
462
Aptus Capital Advisors
Alabama
$3.57M +$439K +7,180 +13%
SFA
463
Souders Financial Advisors
Ohio
$3.56M +$22K +360 +0.6%
PWS
464
Peloton Wealth Strategists
Indiana
$3.54M -$177K -2,900 -5%
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$3.52M -$34.9K -572 -0.9%
SICM
466
Sustainable Insight Capital Management
New York
$3.51M -$74.8K -1,225 -2%
VNA
467
Valley National Advisers
Pennsylvania
$3.48M +$207K +3,383 +6%
AIM
468
AHL Investment Management
Florida
$3.41M +$3.56M +58,189 New
CICI
469
Capital Investment Counsel Inc
North Carolina
$3.4M -$55.4K -906 -2%
LWANC
470
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.37M -$6.11K -100 -0.2%
TSWM
471
Triangle Securities Wealth Management
North Carolina
$3.37M -$2.02K -33 -0.1%
TNBTD
472
Trustmark National Bank Trust Department
Mississippi
$3.35M -$541K -8,860 -13%
SLG
473
Stanley-Laman Group
Pennsylvania
$3.34M +$392K +6,420 +13%
ONST
474
Old North State Trust
North Carolina
$3.27M -$77.8K -1,274 -2%
NSIM
475
North Star Investment Management
Illinois
$3.27M +$84.3K +1,379 +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.