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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
UCMOK
526
United Capital Management of KS
Kansas
$2.58M +$2.69M +44,005 New
ACM
527
Azimuth Capital Management
Michigan
$2.56M -$760K -12,438 -22%
HIC
528
Holderness Investments Company
North Carolina
$2.55M +$28K +458 +1%
MSAM
529
Moloney Securities Asset Management
Missouri
$2.55M -$30.4K -498 -1%
S
530
SignatureFD
Georgia
$2.54M +$528K +8,642 +25%
MPWT
531
MassMutual Private Wealth & Trust
Connecticut
$2.53M +$315K +5,162 +14%
CAMG
532
CWA Asset Management Group
Florida
$2.52M -$21.4K -350 -0.8%
AWM
533
Axxcess Wealth Management
California
$2.52M +$2.63M +43,110 New
NERM
534
New England Research & Management
Illinois
$2.52M +$978K +16,003 +59%
ACP
535
Arcus Capital Partners
Georgia
$2.52M +$43.4K +711 +2%
TCM
536
Twin Capital Management
Pennsylvania
$2.5M -$156K -2,560 -6%
SFM
537
Signet Financial Management
New Jersey
$2.5M -$482K -7,896 -16%
V
538
Veritable
Delaware
$2.48M -$63.6K -1,041 -2%
TAM
539
Tealwood Asset Management
Minnesota
$2.47M -$176K -2,886 -6%
BCM
540
Buckhead Capital Management
Georgia
$2.45M -$12.2K -200 -0.5%
BDS
541
Banco de Sabadell
Florida
$2.45M +$362K +5,919 +16%
HT
542
Heritage Trust
Oklahoma
$2.45M +$3.06K +50 +0.1%
SCP
543
Shorepoint Capital Partners
Massachusetts
$2.44M +$2.55M +41,661 New
FHB
544
First Hawaiian Bank
Hawaii
$2.42M +$1.23M +20,199 +96%
SM
545
Salzhauer Michael
$2.41M +$379K +6,200 +16%
MCM
546
Monument Capital Management
Virginia
$2.39M +$9.96K +163 +0.4%
GT
547
Glenmede Trust
Pennsylvania
$2.39M -$64.9K -1,063 -3%
RPC
548
Rossmore Private Capital
Connecticut
$2.39M +$52.1K +852 +2%
PFS
549
Physicians Financial Services
North Carolina
$2.36M -$50.2K -821 -2%
ECM
550
Everence Capital Management
Indiana
$2.35M

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.