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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
DCM
626
Donaldson Capital Management
Indiana
$1.79M +$1.95M +31,570 New
ICG
627
InterOcean Capital Group
Tennessee
$1.78M +$5.25K +85 +0.3%
AAS
628
Avantax Advisory Services
Texas
$1.78M +$173K +2,800 +10%
BL
629
Balentine LLC
Georgia
$1.77M -$288K -4,665 -13%
BCV
630
Banque Cantonale Vaudoise
Switzerland
$1.76M
PFO
631
Pathstone Family Office
New Jersey
$1.75M -$77K -1,247 -4%
CTC
632
Central Trust Company
Missouri
$1.75M +$207K +3,353 +12%
AWM
633
Aevitas Wealth Management
Massachusetts
$1.73M +$26.1K +423 +1%
DSA
634
Davis Selected Advisers
Arizona
$1.72M -$82.3K -1,332 -4%
VRM
635
Vectors Research Management
New York
$1.71M +$3.15K +51 +0.2%
TIA
636
Tandem Investment Advisors
South Carolina
$1.71M -$48.3K -782 -3%
GT
637
Glenview Trust
Kentucky
$1.7M -$341K -5,527 -16%
DAC
638
Dividend Assets Capital
South Carolina
$1.7M
HAI
639
Hennessy Advisors Inc
California
$1.7M +$1.85M +30,000 New
CB
640
CNB Bank
Pennsylvania
$1.69M +$7.35K +119 +0.4%
GCC
641
Game Creek Capital
Massachusetts
$1.66M +$46.3K +750 +3%
LNC
642
Lincoln National Corp
Pennsylvania
$1.65M -$37.1K -600 -2%
BCP
643
Blue Chip Partners
Michigan
$1.65M +$14K +226 +0.8%
CA
644
Continental Advisors
Utah
$1.65M
TTWM
645
TCV Trust & Wealth Management
Virginia
$1.65M -$158K -2,550 -8%
FFA
646
Founders Financial Alliance
North Carolina
$1.65M -$68.9K -1,115 -4%
APA
647
American Portfolios Advisors
New York
$1.64M -$16K -259 -0.9%
CIAS
648
Capital Investment Advisory Services
North Carolina
$1.64M -$198K -3,211 -10%
BRWA
649
B. Riley Wealth Advisors
Florida
$1.64M -$136K -2,204 -7%
DIA
650
Dean Investment Associates
Ohio
$1.62M -$43.9K -711 -2%

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.