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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
SG Americas Securities
726
SG Americas Securities
New York
$1.19M -$768K -12,572 -38%
GA
727
Greenspring Advisors
Maryland
$1.19M +$1.24M +20,358 New
PHK
728
Point72 Hong Kong
Hong Kong
$1.19M -$7.01M -114,678 -85%
MA
729
MAS Advisors
Florida
$1.19M +$1.24M +20,266 New
S
730
Seeyond
France
$1.18M -$15K -245 -1%
CA
731
Clearstead Advisors
Ohio
$1.18M -$9.71K -159 -0.8%
PDN
732
Pensionfund DSM Netherlands
Netherlands
$1.17M
THWM
733
Taylor Hoffman Wealth Management
Virginia
$1.17M +$21.7K +355 +2%
PAM
734
Panagora Asset Management
Massachusetts
$1.16M -$524K -8,570 -30%
EFSCE
735
Enterprise Financial Services Corp (EFSC)
Missouri
$1.16M -$2.84M -46,473 -70%
SSWM
736
Sheets Smith Wealth Management
North Carolina
$1.16M +$5.68K +93 +0.5%
VI
737
Vestcor Inc
New Brunswick, Canada
$1.15M -$8.55K -140 -0.7%
WPW
738
Waldron Private Wealth
Pennsylvania
$1.15M +$17K +279 +1%
LFA
739
Legacy Financial Advisors
Kentucky
$1.15M +$1.47K +24 +0.1%
BO
740
Bank OZK
Arkansas
$1.14M -$6.11K -100 -0.5%
GIA
741
Gladstone Institutional Advisory
Florida
$1.14M -$161K -2,630 -12%
CC
742
Centiva Capital
New York
$1.14M +$170K +2,775 +17%
FSA
743
Franklin Street Advisors
North Carolina
$1.13M +$48.5K +794 +4%
BTW
744
Boston Trust Walden
Massachusetts
$1.13M -$71.1K -1,164 -6%
QC
745
Quadrature Capital
United Kingdom
$1.13M +$1.17M +19,220 New
BPA
746
Beacon Pointe Advisors
California
$1.11M -$81.2K -1,329 -7%
AWM
747
Apollon Wealth Management
South Carolina
$1.11M +$754K +12,339 +188%
SFP
748
Shepherd Financial Partners
Massachusetts
$1.1M +$64.5K +1,056 +6%
PAM
749
Paradigm Asset Management
New York
$1.1M +$69.2K +1,133 +6%
QIM
750
Quantitative Investment Management
Virginia
$1.09M -$1.74M -28,468 -60%

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.