We are live on ! Find out more
TFC icon

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
OIA
776
OneDigital Investment Advisors
Kansas
$996K -$22.5K -369 -2%
GF
777
Gabelli Funds
New York
$995K
WC
778
Whitney & Co
New York
$993K -$24.1K -395 -2%
TFS
779
TrustCore Financial Services
Tennessee
$991K +$37.1K +608 +4%
FG
780
Fiduciary Group
Georgia
$975K -$39.2K -642 -4%
SIA
781
SeaBridge Investment Advisors
New Jersey
$967K -$93.3K -1,527 -8%
BIA
782
BHK Investment Advisors
Alabama
$966K -$46.7K -765 -4%
Assenagon Asset Management
783
Assenagon Asset Management
Luxembourg
$960K -$20.6K -337 -2%
PCM
784
Penserra Capital Management
California
$946K +$136K +2,218 +17%
IDBONY
785
Israel Discount Bank of New York
New York
$941K -$30.5K -500 -3%
MSA
786
Marino Stram & Associates
Massachusetts
$932K +$28K +459 +3%
PA
787
Parallel Advisors
California
$932K +$46.6K +762 +5%
CCM
788
Canal Capital Management
Virginia
$923K +$672 +11 +0.1%
MMHP
789
Murphy Middleton Hinkle & Parker
Georgia
$918K +$29.5K +483 +3%
GT
790
Greenleaf Trust
Michigan
$911K +$62.8K +1,028 +7%
LCM
791
Linker Capital Management
Kentucky
$909K +$949K +15,529 New
SIA
792
Schechter Investment Advisors
Michigan
$897K +$936K +15,325 New
AWM
793
Altium Wealth Management
New York
$895K +$134K +2,189 +17%
CCM
794
Coldstream Capital Management
Washington
$893K +$492K +8,056 +112%
RMC
795
Resources Management Corp
Connecticut
$890K
IA
796
IFP Advisors
Florida
$888K +$18.3K +300 +2%
GCM
797
Galibier Capital Management
Ontario, Canada
$887K
OA
798
Oak Associates
Ohio
$885K -$794 -13 -0.1%
FSA
799
Fort Sheridan Advisors
Illinois
$882K +$31.5K +515 +4%
CFCI
800
Comprehensive Financial Consultants Institutional
Indiana
$882K +$856K +14,013 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.