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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
American Century Companies
26
American Century Companies
Missouri
$404M -$37.2M -609,680 -8%
UBS AM
27
UBS AM
Illinois
$400M +$3.54M +57,902 +0.9%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$398M -$12.4M -202,162 -3%
Goldman Sachs
29
Goldman Sachs
New York
$382M +$488K +7,983 +0.1%
N
30
Nuveen
North Carolina
$359M -$6.97M -114,139 -2%
UBS Group
31
UBS Group
Switzerland
$354M -$31.2M -510,808 -8%
Morgan Stanley
32
Morgan Stanley
New York
$337M +$47.6M +778,975 +16%
Truist Financial
33
Truist Financial
North Carolina
$313M -$13.9M -226,906 -4%
PPA
34
Parametric Portfolio Associates
Washington
$288M -$3.35M -54,896 -1%
Wells Fargo
35
Wells Fargo
California
$274M +$6.72M +109,936 +2%
Ameriprise
36
Ameriprise
Minnesota
$264M +$27.1M +444,216 +11%
RJA
37
Raymond James & Associates
Florida
$241M +$761K +12,458 +0.3%
Federated Hermes
38
Federated Hermes
Pennsylvania
$228M +$3.72M +60,955 +2%
Stifel Financial
39
Stifel Financial
Missouri
$223M +$1.87M +30,681 +0.8%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$219M -$10.7M -174,588 -4%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$219M +$46.8M +765,592 +26%
BAM
42
Burgundy Asset Management
Ontario, Canada
$215M -$22.8M -373,519 -9%
First Eagle Investment Management
43
First Eagle Investment Management
New York
$215M -$1.65M -27,084 -0.7%
CCM
44
Cullen Capital Management
New York
$197M +$3.9M +63,795 +2%
Jennison Associates
45
Jennison Associates
New York
$191M -$27.1M -443,096 -12%
EVM
46
Eaton Vance Management
Massachusetts
$187M +$797K +13,050 +0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$184M +$3.42M +55,904 +2%
Sanders Capital
48
Sanders Capital
Florida
$182M +$538K +8,810 +0.3%
EAM
49
Eagle Asset Management
Florida
$182M +$2.51M +41,080 +1%
Deutsche Bank
50
Deutsche Bank
Germany
$181M +$2.31M +37,771 +1%

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.