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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
SG
501
Swarthmore Group
Pennsylvania
$2.83M -$187K -3,054 -6%
SPIA
502
Steward Partners Investment Advisory
New York
$2.83M +$726K +11,880 +33%
CIC
503
Cornercap Investment Counsel
Georgia
$2.82M -$83.3K -1,363 -3%
LDB
504
Lee, Danner & Bass
Tennessee
$2.8M -$5.62K -92 -0.2%
CB
505
Community Bank
New York
$2.78M +$80.6K +1,320 +3%
BWL
506
Bogart Wealth LLC
Virginia
$2.78M +$370K +6,060 +15%
CFN
507
Cordasco Financial Network
Florida
$2.76M -$173K -2,824 -6%
ANTB
508
AMG National Trust Bank
Colorado
$2.76M -$138K -2,257 -5%
TCOT
509
Trust Company of Toledo
Ohio
$2.76M +$71.8K +1,175 +3%
DADC
510
D.A. Davidson & Co
Montana
$2.73M -$156K -2,553 -5%
PPWP
511
Proquility Private Wealth Partners
Nevada
$2.72M -$82.6K -1,352 -3%
MCM
512
MAI Capital Management
Ohio
$2.72M +$2.09M +34,128 +277%
EP
513
Edgestream Partners
New Jersey
$2.71M +$2.33M +38,099 +466%
HL
514
HeadInvest LLC
Maine
$2.69M +$186K +3,040 +7%
RCA
515
Resonant Capital Advisors
Wisconsin
$2.69M +$192K +3,142 +7%
SA
516
Strategic Advisors
New York
$2.69M -$48.7K -797 -2%
AP
517
Advisor Partners
California
$2.68M +$45K +736 +2%
APF
518
Alaska Permanent Fund
Alaska
$2.64M
FB
519
Fulton Bank
Pennsylvania
$2.62M +$10.6K +173 +0.4%
HCM
520
Hengehold Capital Management
Ohio
$2.61M +$28.5K +467 +1%
TAF
521
Tredje AP-fonden
Sweden
$2.61M +$2.72M +44,573 New
LCM
522
Lewis Capital Management
California
$2.6M +$2.72M +44,471 New
NB
523
Norinchukin Bank
Japan
$2.59M -$43.9K -718 -2%
HWAM
524
Hennion & Walsh Asset Management
New Jersey
$2.59M +$1.09M +17,888 +68%
HI
525
Hendershot Investments
Virginia
$2.58M +$2.69M +44,102 New

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.