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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
DAC
626
Dividend Assets Capital
South Carolina
$1.76M
William Blair Investment Management
627
William Blair Investment Management
Illinois
$1.76M +$620K +10,144 +51%
MC
628
Moors & Cabot
Massachusetts
$1.75M +$252K +4,126 +16%
MAM
629
Meeder Asset Management
Ohio
$1.75M -$1.61M -26,304 -47%
LNC
630
Lincoln National Corp
Pennsylvania
$1.74M +$439K +7,187 +32%
CB
631
CNB Bank
Pennsylvania
$1.74M -$48.3K -791 -3%
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$1.74M +$126K +2,055 +7%
DIA
633
Dean Investment Associates
Ohio
$1.72M -$43.4K -710 -2%
APA
634
American Portfolios Advisors
New York
$1.71M +$81.6K +1,336 +5%
CA
635
Continental Advisors
Utah
$1.7M -$1.38M -22,610 -44%
BWM
636
BCS Wealth Management
Tennessee
$1.7M +$531K +8,686 +43%
BCP
637
Blue Chip Partners
Michigan
$1.69M -$156K -2,561 -8%
AAS
638
Avantax Advisory Services
Texas
$1.68M +$463K +7,586 +36%
GCC
639
Game Creek Capital
Massachusetts
$1.67M -$76.4K -1,250 -4%
FMBTD
640
First Midwest Bank Trust Division
Illinois
$1.66M +$183K +2,988 +12%
SCP
641
Sandhill Capital Partners
New York
$1.65M +$68K +1,113 +4%
AF
642
Ally Financial
Michigan
$1.64M
WCBA
643
Weaver C. Barksdale & Associates
Tennessee
$1.63M +$1.71M +27,913 New
CTC
644
Central Trust Company
Missouri
$1.6M +$5.44K +89 +0.3%
Verition Fund Management
645
Verition Fund Management
Connecticut
$1.6M -$8.86M -144,950 -84%
MIM
646
MTM Investment Management
South Carolina
$1.6M -$11K -180 -0.7%
IAMOG
647
Investors Asset Management of Georgia
Georgia
$1.6M -$6.11K -100 -0.4%
BCM
648
Banyan Capital Management
Georgia
$1.6M -$431K -7,052 -21%
KA
649
Kintegral Advisory
New York
$1.59M
TNA
650
True North Advisors
Texas
$1.59M +$119K +1,948 +8%

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.