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Truist Financial

1,506 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 650 increasing their positions, 496 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $210M | Put options by funds: $73.3M

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

42% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 84

31% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 496

1% more funds holding

Funds holding: 1,4861,506 (+20)

1.17% more ownership

Funds ownership: 72.69%73.86% (+1.2%)

3% less capital invested

Capital invested by funds: $56.7B → $55B (-$1.68B)

Holders
1,506
Holders Change
+20
Holders Change %
+1.35%
% of All Funds
23.75%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.39%
New
119
Increased
650
Reduced
496
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
EP Wealth Advisors
California
$1.13M +$572K +9,255 +87%
TAIM
752
TD Ameritrade Investment Management
Nebraska
$1.12M +$93.5K +1,513 +8%
SWM
753
Selective Wealth Management
Virginia
$1.12M -$55.2K -893 -4%
SAM
754
Sabadell Asset Management
Spain
$1.12M
IMOV
755
Investment Management of Virginia
Virginia
$1.12M +$73.8K +1,195 +6%
Nomura Holdings
756
Nomura Holdings
Japan
$1.11M -$228K -3,694 -16%
FBT
757
First Bank & Trust
South Dakota
$1.11M +$76K +1,231 +7%
CCM
758
Copeland Capital Management
Pennsylvania
$1.11M -$151K -2,446 -11%
SS
759
Simplicity Solutions
Minnesota
$1.1M -$330K -5,349 -22%
BTW
760
Boston Trust Walden
Massachusetts
$1.09M
FSA
761
Franklin Street Advisors
North Carolina
$1.09M -$6.73K -109 -0.6%
SKK
762
Shepherd Kaplan Krochuk
Massachusetts
$1.09M +$1.19M +19,234 New
BO
763
Bank OZK
Arkansas
$1.09M -$12.4K -200 -1%
SL
764
Salomon & Ludwin
Virginia
$1.09M +$58.6K +948 +5%
First Eagle Investment Management
765
First Eagle Investment Management
New York
$1.09M -$225M -3,648,930 -99%
NB
766
Nicolet Bankshares
Wisconsin
$1.08M +$101K +1,641 +9%
WS
767
Wedbush Securities
California
$1.08M +$105K +1,693 +10%
CHC
768
City Holding Co
West Virginia
$1.07M -$20.1K -325 -2%
PAM
769
Paradigm Asset Management
New York
$1.06M
VIA
770
Vident Investment Advisory
Georgia
$1.06M +$613K +9,932 +113%
CL
771
CSS LLC
Illinois
$1.06M
VFA
772
Voya Financial Advisors
Connecticut
$1.05M +$243K +3,927 +28%
ACWM
773
Adams Chetwood Wealth Management
North Carolina
$1.05M
SFP
774
Shepherd Financial Partners
Massachusetts
$1.05M -$18.3K -297 -2%
YIH
775
Y-Intercept (HK)
Hong Kong
$1.04M +$1.14M +18,388 New

TFC Hedge Fund Activity: Q1 2022 in Review

1,506 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2022, worth a combined $55B — down 3% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TFC positions and 84 closed out — a net gain of 35 holders — while 650 added to existing stakes and 496 trimmed.

The largest buyer was American Century Companies, adding an estimated $302M. The largest seller was Capital International Investors, cutting an estimated $238M.

  • 1,506 institutional investors held Truist Financial (TFC) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $55B of Truist Financial stock for Q1 2022, down 3% quarter-over-quarter.
  • 119 funds opened new Truist Financial positions in Q1 2022 and 84 closed out, a net change of +35 holders.
  • The largest Truist Financial buyer in Q1 2022 was American Century Companies, an estimated $302M added.
  • The largest Truist Financial seller in Q1 2022 was Capital International Investors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2022.