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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
RCM
801
Raleigh Capital Management
North Carolina
$879K +$918K +15,020 New
SSG
802
Summit Securities Group
New York
$869K +$907K +14,840 New
CT
803
Caldwell Trust
Florida
$862K +$11.1K +181 +1%
MAG
804
Mayfair Advisory Group
Alabama
$855K
PTC
805
Private Trust Company
Ohio
$853K -$21.7K -355 -2%
BWM
806
BT Wealth Management
Georgia
$851K +$175K +2,864 +25%
RIG
807
Ramiah Investment Group
Wisconsin
$846K -$14.8K -243 -2%
CFG
808
Citizens Financial Group
Rhode Island
$844K +$5.38K +88 +0.6%
FPAS
809
Focus Partners Advisor Solutions
Missouri
$844K +$881K +14,422 New
HH
810
Hilltop Holdings
Texas
$837K +$106K +1,733 +14%
CTI
811
Community Trust & Investment
Kentucky
$830K -$3.73K -61 -0.4%
CGL
812
Clarius Group LLC
Washington
$828K +$19.2K +314 +2%
VFA
813
Voya Financial Advisors
Connecticut
$817K -$37.9K -621 -4%
LA
814
Lindenwold Advisors
Pennsylvania
$815K +$850K +13,915 New
FTC
815
Farmers Trust Company
Ohio
$814K -$24.3K -397 -3%
SCI
816
S&CO Inc
Massachusetts
$813K
HWIS
817
Hancock Whitney Investment Services
Louisiana
$813K +$841K +13,764 New
NB
818
Northwest Bancshares
Pennsylvania
$809K
WAAG
819
Wealth Alliance Advisory Group
Kansas
$806K +$5.87K +96 +0.7%
VFA
820
Valeo Financial Advisors
Indiana
$805K +$67.8K +1,109 +9%
NEAM
821
New England Asset Management
Connecticut
$802K -$45.8K -750 -5%
TMAM
822
Tokio Marine Asset Management
Japan
$802K +$75.5K +1,236 +10%
RCAG
823
Rehmann Capital Advisory Group
Michigan
$802K -$7.33K -120 -0.9%
MFG
824
Monte Financial Group
Connecticut
$799K -$65.5K -1,072 -7%
NSB
825
Norway Savings Bank
Maine
$796K -$8K -131 -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.