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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
CS
676
Comerica Securities
Michigan
$1.4M -$21.4K -350 -1%
Nomura Holdings
677
Nomura Holdings
Japan
$1.39M -$250K -4,087 -15%
SAM
678
Sabadell Asset Management
Spain
$1.39M
CAC
679
Certified Advisory Corp
Florida
$1.39M +$915K +14,977 +173%
IB
680
Intrust Bank
Kansas
$1.38M +$32K +523 +2%
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$1.38M +$12.5K +205 +0.9%
WA
682
Wealth Alliance
New York
$1.37M -$98.5K -1,612 -6%
MWM
683
Meridian Wealth Management
Kentucky
$1.36M -$5.74K -94 -0.4%
SBIA
684
Sheaff Brock Investment Advisors
Indiana
$1.36M +$10.9K +179 +0.8%
MWM
685
Modera Wealth Management
New Jersey
$1.36M +$383K +6,276 +37%
PGAM
686
Princeton Global Asset Management
New Jersey
$1.35M -$25.4K -415 -2%
MCCP
687
Mission Creek Capital Partners
California
$1.35M -$21.8K -356 -2%
NL
688
NVWM LLC
Pennsylvania
$1.35M +$463K +7,575 +49%
BFEC
689
Benjamin F. Edwards & Company
Missouri
$1.34M -$916 -15 -0.1%
MOS
690
MGO One Seven
Ohio
$1.34M +$174K +2,846 +14%
AWM
691
Altavista Wealth Management
North Carolina
$1.33M +$22.2K +363 +2%
AT
692
Arvest Trust
Oklahoma
$1.33M +$1.38M +22,639 New
PFS
693
Prospera Financial Services
Texas
$1.32M +$293K +4,797 +27%
DAS
694
Dynamic Advisor Solutions
Arizona
$1.32M +$223K +3,642 +19%
PAS
695
Park Avenue Securities
New York
$1.31M +$135K +2,213 +11%
IRF
696
IBM Retirement Fund
New York
$1.31M -$958K -15,673 -41%
IA
697
IndexIQ Advisors
New York
$1.3M -$63.2K -1,035 -4%
Vontobel Holding
698
Vontobel Holding
Switzerland
$1.3M +$599K +9,803 +79%
AWM
699
Aprio Wealth Management
Georgia
$1.3M -$39.5K -647 -3%
LWAC
700
Laurel Wealth Advisors (California)
California
$1.29M +$1.35M +22,053 New

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.