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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
JIP
551
Jaffetilchin Investment Partners
Florida
$2.35M +$20.3K +332 +0.8%
KCM
552
Kempner Capital Management
Texas
$2.35M -$8.37K -137 -0.3%
VFM
553
Viking Fund Management
North Dakota
$2.34M -$672K -11,000 -22%
CIA
554
Capital Investment Advisors
Georgia
$2.33M +$93.6K +1,532 +4%
PP
555
Paloma Partners
Connecticut
$2.33M +$2.31M +37,816 +1,953%
IBOK
556
Independence Bank of Kentucky
Kentucky
$2.31M +$20.6K +338 +0.9%
PCM
557
Parsons Capital Management
Rhode Island
$2.3M -$19.3K -316 -0.8%
OF
558
Outfitter Financial
Maine
$2.3M +$6.72K +110 +0.3%
WG
559
Watchman Group
Texas
$2.29M -$29.8K -488 -1%
IA
560
Icon Advisers
Colorado
$2.29M
BHC
561
Bowen Hanes & Co
Florida
$2.28M
FNB
562
Farmers National Bank
Kentucky
$2.27M -$217K -3,558 -8%
MYAM
563
Meiji Yasuda Asset Management
Japan
$2.27M +$22K +360 +0.9%
GWM
564
Geneos Wealth Management
Colorado
$2.26M -$273K -4,470 -10%
SFA
565
Semmax Financial Advisors
North Carolina
$2.26M -$272K -4,447 -10%
Jane Street
566
Jane Street
New York
$2.26M -$590K -9,665 -20%
SIAP
567
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.23M +$326K +5,338 +16%
HPC
568
HM Payson & Co
Maine
$2.23M +$61 +1 +0%
NRS
569
Neville Rodie & Shaw
New York
$2.23M
ACA
570
Anchor Capital Advisors
Massachusetts
$2.2M -$168K -2,745 -7%
VPIM
571
Vanguard Personalized Indexing Management
California
$2.2M +$515K +8,425 +29%
PA
572
Profund Advisors
Maryland
$2.19M -$66.2K -1,083 -3%
VVP
573
Venture Visionary Partners
Ohio
$2.17M +$116K +1,895 +6%
SAM
574
Sompo Asset Management
Japan
$2.16M +$284K +4,650 +14%
GIA
575
GHP Investment Advisors
Colorado
$2.16M +$75.8K +1,241 +3%

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.