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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
Bessemer Group
51
Bessemer Group
New Jersey
$177M +$2.77M +45,416 +2%
APG Asset Management
52
APG Asset Management
Netherlands
$172M -$20.9M -342,871 -9%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$169M -$434K -7,102 -0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$168M -$7.76M -127,026 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$153M -$47.4M -776,059 -23%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$142M +$4.78M +78,213 +3%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$137M -$6.12M -100,103 -4%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$126M +$783K +12,811 +0.6%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$126M +$55.9M +915,567 +74%
CS
60
Credit Suisse
Switzerland
$123M -$2.86M -46,763 -2%
Ensign Peak Advisors
61
Ensign Peak Advisors
Utah
$122M -$305K -4,993 -0.2%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$121M +$4.97M +81,275 +4%
Victory Capital Management
63
Victory Capital Management
Texas
$120M +$1.69M +27,690 +1%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$110M +$27.6M +451,661 +32%
National Pension Service
65
National Pension Service
South Korea
$105M -$1.38M -22,580 -1%
EIP
66
Epoch Investment Partners
New York
$101M -$14.4M -235,882 -12%
ACM
67
Argent Capital Management
Missouri
$101M -$633K -10,367 -0.6%
DC
68
Davenport & Co
Virginia
$98.9M -$1.65M -27,052 -2%
AllianceBernstein
69
AllianceBernstein
Tennessee
$95.2M -$4.17M -68,309 -4%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$93.1M -$1.66M -27,169 -2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$92.3M -$9.2M -150,515 -9%
Citigroup
72
Citigroup
New York
$92.3M +$1.55M +25,400 +2%
Principal Financial Group
73
Principal Financial Group
Iowa
$92M -$2.43M -39,737 -2%
RFC
74
Regions Financial Corp
Alabama
$91.8M +$926K +15,164 +1%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$88M -$1.03M -16,904 -1%

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.