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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
SAM
501
Silvercrest Asset Management
New York
$2.94M -$8.77K -142 -0.3%
HWAM
502
Hennion & Walsh Asset Management
New Jersey
$2.94M +$468K +7,582 +17%
RK
503
Rather & Kittrell
Tennessee
$2.92M
WF
504
Welch & Forbes
Massachusetts
$2.88M -$119K -1,933 -4%
NERM
505
New England Research & Management
Illinois
$2.85M +$446K +7,226 +17%
WA
506
Waddell & Associates
Tennessee
$2.85M +$3.11M +50,283 New
CB
507
Community Bank
New York
$2.85M +$163K +2,635 +6%
SG Americas Securities
508
SG Americas Securities
New York
$2.84M +$1.83M +29,700 +146%
CFN
509
Cordasco Financial Network
Florida
$2.83M +$174K +2,824 +6%
NEI
510
Northwest & Ethical Investments
Ontario, Canada
$2.83M -$2.7M -43,724 -47%
AUB
511
Atlantic Union Bankshares
Virginia
$2.82M -$18.6K -301 -0.6%
QC
512
Quadrature Capital
United Kingdom
$2.82M +$1.89M +30,539 +159%
DHFB
513
Dixon Hubard Feinour & Brown
Virginia
$2.8M -$8.34K -135 -0.3%
CIC
514
Cornercap Investment Counsel
Georgia
$2.79M +$61K +987 +2%
VPIM
515
Vanguard Personalized Indexing Management
California
$2.79M +$717K +11,609 +31%
SPIA
516
Steward Partners Investment Advisory
New York
$2.75M +$12K +195 +0.4%
SCP
517
Shorepoint Capital Partners
Massachusetts
$2.75M +$419K +6,777 +16%
AP
518
Advisor Partners
California
$2.74M +$155K +2,510 +5%
TCOV
519
Trust Company of Vermont
Vermont
$2.74M -$264K -4,279 -8%
DCM
520
Delta Capital Management
New Jersey
$2.73M +$2.98M +48,240 New
ZIC
521
ZWJ Investment Counsel
Georgia
$2.73M -$47.6K -770 -2%
TCOT
522
Trust Company of Toledo
Ohio
$2.71M +$49.7K +804 +2%
SG
523
Swarthmore Group
Pennsylvania
$2.71M -$30K -485 -1%
ACM
524
Argyle Capital Management
Pennsylvania
$2.71M -$37.1K -600 -1%
HL
525
HeadInvest LLC
Maine
$2.69M +$96K +1,554 +3%

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.