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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
HW
476
Hedeker Wealth
Illinois
$3.24M -$38.8K -635 -1%
JSL
477
JT Stratford LLC
Georgia
$3.19M +$146K +2,397 +5%
ET
478
Equitable Trust
Tennessee
$3.19M -$2.01M -32,935 -38%
FAB
479
First American Bank
Illinois
$3.17M +$83.4K +1,365 +3%
FT
480
Fiduciary Trust
Massachusetts
$3.14M -$58.6K -959 -2%
NHC
481
Nicholas Hoffman & Company
Georgia
$3.13M -$30.5K -499 -0.9%
WF
482
Welch & Forbes
Massachusetts
$3.08M -$53.3K -873 -2%
TCOV
483
Trust Company of Vermont
Vermont
$3.08M -$117K -1,912 -4%
William Blair & Company
484
William Blair & Company
Illinois
$3.07M +$1.11M +18,175 +53%
SAM
485
Silvercrest Asset Management
New York
$3.04M +$370K +6,057 +13%
ZB
486
Zions Bancorporation
Utah
$3.04M +$193K +3,162 +6%
RK
487
Rather & Kittrell
Tennessee
$3.02M +$3.15M +51,568 New
SC
488
SouthState Corp
Florida
$3M +$7.39K +121 +0.2%
GLA
489
Great Lakes Advisors
Illinois
$2.98M +$2.21M +36,205 +246%
MCM
490
McMillion Capital Management
North Carolina
$2.97M -$29.4K -482 -0.9%
AUB
491
Atlantic Union Bankshares
Virginia
$2.93M -$114K -1,863 -4%
DHFB
492
Dixon Hubard Feinour & Brown
Virginia
$2.9M +$105K +1,722 +4%
ISB
493
Iowa State Bank
Iowa
$2.89M +$3.02M +49,392 New
PG
494
Patten Group
Tennessee
$2.89M -$6.23K -102 -0.2%
ZIC
495
ZWJ Investment Counsel
Georgia
$2.87M -$23.8K -389 -0.8%
WCM
496
Whitener Capital Management
North Carolina
$2.84M +$626K +10,243 +27%
IWA
497
IVC Wealth Advisors
Pennsylvania
$2.84M -$76.4K -1,250 -3%
BBNA
498
Bremer Bank National Association
Minnesota
$2.83M -$902K -14,768 -23%
ACM
499
Argyle Capital Management
Pennsylvania
$2.83M
CA
500
Cornerstone Advisory
Maryland
$2.83M

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.