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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
SC
701
Searle & Co
Connecticut
$1.29M -$6.11K -100 -0.5%
CCM
702
Copeland Capital Management
Pennsylvania
$1.29M -$25K -409 -2%
SSA
703
Schonfeld Strategic Advisors
New York
$1.28M -$1.58M -25,829 -54%
AWM
704
Atticus Wealth Management
Florida
$1.28M -$34.8K -569 -3%
LSV Asset Management
705
LSV Asset Management
Illinois
$1.27M +$1.33M +21,700 New
WFS
706
Widmann Financial Services
Maryland
$1.27M +$1.33M +21,700 New
FBT
707
First Bankers Trust
Kentucky
$1.27M +$56.8K +930 +4%
CA
708
Cetera Advisors
Colorado
$1.26M +$10K +164 +0.8%
BFS
709
Bard Financial Services
Connecticut
$1.26M -$454K -7,425 -26%
SWA
710
Stratos Wealth Advisors
Ohio
$1.26M -$89.9K -1,472 -6%
MA
711
Mutual Advisors
Nebraska
$1.26M +$29.3K +480 +2%
AA
712
Argent Advisors
Louisiana
$1.26M +$88.5K +1,448 +7%
BI
713
Ballast Inc
Kentucky
$1.25M +$183 +3 +0%
CCM
714
Compton Capital Management
Rhode Island
$1.25M -$22.9K -375 -2%
WIC
715
Woodmont Investment Counsel
Tennessee
$1.24M -$61.6K -1,008 -5%
CCT
716
Capital City Trust
Florida
$1.24M -$77.4K -1,267 -6%
BCM
717
Brookstone Capital Management
Illinois
$1.23M +$20.2K +330 +2%
P
718
Pitcairn
Pennsylvania
$1.23M -$22K -360 -2%
SB
719
Simmons Bank
Arkansas
$1.23M -$29.7K -486 -2%
TI
720
Trexquant Investment
Connecticut
$1.23M +$1.28M +20,918 New
M
721
Mirova
France
$1.21M +$143K +2,348 +13%
EF
722
Empirical Finance
Pennsylvania
$1.21M +$222K +3,633 +21%
SWM
723
Selective Wealth Management
Virginia
$1.21M -$6.11K -100 -0.5%
CHC
724
City Holding Co
West Virginia
$1.2M -$226K -3,703 -16%
WPA
725
West Paces Advisors
Georgia
$1.2M +$96.6K +1,581 +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.