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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
NCM
776
Novare Capital Management
North Carolina
$1.04M +$2.53K +41 +0.2%
BCP
777
Berkeley Capital Partners
Georgia
$1.03M +$593K +9,602 +111%
RCM
778
Raleigh Capital Management
North Carolina
$1.02M +$187K +3,022 +20%
TYCC
779
Texas Yale Capital Corp
Florida
$1.02M +$32.1K +520 +3%
BW
780
Bison Wealth
Georgia
$1.02M +$40.1K +650 +4%
OIA
781
OneDigital Investment Advisors
Kansas
$1.01M +$53.6K +867 +5%
CII
782
Capital International Inc
California
$1.01M -$907K -14,676 -45%
BCM
783
Brookstone Capital Management
Illinois
$1.01M -$12.4K -201 -1%
LCM
784
Leisure Capital Management
California
$999K +$15.6K +252 +1%
BJL
785
Brighton Jones LLC
Washington
$998K +$19.5K +316 +2%
DWA
786
Douglass Winthrop Advisors
New York
$994K -$12.4K -200 -1%
Lido Advisors
787
Lido Advisors
California
$993K -$8.83K -143 -0.8%
Verition Fund Management
788
Verition Fund Management
Connecticut
$986K -$615K -9,962 -36%
AWM
789
Apollon Wealth Management
South Carolina
$985K -$95K -1,538 -8%
CCM
790
Canal Capital Management
Virginia
$983K +$96.4K +1,560 +10%
MWM
791
Modera Wealth Management
New Jersey
$980K -$364K -5,897 -25%
FCA
792
FLC Capital Advisors
California
$980K
SIA
793
Schechter Investment Advisors
Michigan
$979K +$119K +1,933 +13%
WC
794
Whitney & Co
New York
$974K +$13.2K +214 +1%
MCWA
795
Meadow Creek Wealth Advisors
Georgia
$972K -$27.8K -450 -3%
EMG
796
ETF Managers Group
New Jersey
$972K +$290K +4,699 +40%
MW
797
Marcum Wealth
Ohio
$966K -$85.5K -1,384 -8%
AIP
798
Ameritas Investment Partners
Nebraska
$966K -$67.6K -1,095 -6%
GF
799
Gabelli Funds
New York
$964K
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$960K -$173K -2,806 -14%

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.