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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
NDSI
651
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M +$54.3K +889 +3%
MNBTD
652
Moody National Bank Trust Division
Texas
$1.57M -$4.11M -67,336 -72%
HC
653
HNP Capital
New York
$1.56M -$71.8K -1,175 -4%
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$56.4K -923 -3%
CAAS
655
Capital Asset Advisory Services
Michigan
$1.55M +$32.4K +531 +2%
IRC
656
Investors Research Corp
Georgia
$1.54M
TIM
657
Thompson Investment Management
Wisconsin
$1.54M
HWM
658
HB Wealth Management
Georgia
$1.52M +$1.59M +26,019 New
DHGWA
659
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.52M +$1.58M +25,937 New
RC
660
RBF Capital
California
$1.52M
GCA
661
Greenwood Capital Associates
South Carolina
$1.5M +$237K +3,880 +18%
FFG
662
Fortem Financial Group
California
$1.5M +$41.7K +682 +3%
AMIM
663
Aull & Monroe Investment Management
Alabama
$1.48M -$42.8K -700 -3%
BS
664
Bessemer Securities
New York
$1.47M +$98.9K +1,618 +7%
MGIA
665
Moneta Group Investment Advisors
Missouri
$1.46M -$173K -2,839 -10%
TI
666
Tidal Investments
Wisconsin
$1.46M +$265K +4,334 +21%
HBT
667
Hills Bank & Trust
Iowa
$1.45M +$117K +1,919 +8%
AT
668
American Trust
Kentucky
$1.45M +$1.51M +24,716 New
SS
669
Simplicity Solutions
Minnesota
$1.45M +$359K +5,869 +31%
IC
670
IEQ Capital
California
$1.43M +$44.5K +729 +3%
OFG
671
OmniStar Financial Group
North Carolina
$1.43M +$211K +3,457 +16%
SLI
672
Sumitomo Life Insurance
Japan
$1.43M -$46.1K -755 -3%
Wolverine Trading
673
Wolverine Trading
Illinois
$1.43M -$781K -12,787 -34%
FTDI
674
First Trust Direct Indexing
Massachusetts
$1.41M -$157K -2,572 -10%
PI
675
Pettee Investors
Connecticut
$1.4M +$438K +7,170 +43%

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.