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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
TFS
801
TrustCore Financial Services
Tennessee
$960K -$185 -3 -0%
SIA
802
SeaBridge Investment Advisors
New Jersey
$958K +$23.3K +377 +2%
MSA
803
Marino Stram & Associates
Massachusetts
$952K +$53.9K +872 +5%
BIA
804
BHK Investment Advisors
Alabama
$940K +$5.81K +94 +0.6%
IDBONY
805
Israel Discount Bank of New York
New York
$940K +$32.7K +529 +3%
OPS
806
Orion Portfolio Solutions
Nebraska
$936K -$116K -1,877 -10%
Assenagon Asset Management
807
Assenagon Asset Management
Luxembourg
$927K -$3.03K -49 -0.3%
GT
808
Greenleaf Trust
Michigan
$913K +$33.2K +538 +3%
EWA
809
EverSource Wealth Advisors
Alabama
$895K +$204K +3,308 +27%
PTC
810
Private Trust Company
Ohio
$891K +$70.8K +1,147 +8%
RIG
811
Ramiah Investment Group
Wisconsin
$890K +$77K +1,247 +9%
PA
812
Parallel Advisors
California
$884K -$54.1K -876 -6%
LCM
813
Linker Capital Management
Kentucky
$880K
TMAM
814
Tokio Marine Asset Management
Japan
$877K +$110K +1,773 +13%
MMHP
815
Murphy Middleton Hinkle & Parker
Georgia
$865K -$26K -421 -3%
RMC
816
Resources Management Corp
Connecticut
$862K
GCM
817
Galibier Capital Management
Ontario, Canada
$859K
WI
818
WBI Investments
New Jersey
$858K +$936K +15,147 New
WA
819
WestEnd Advisors
North Carolina
$850K -$988 -16 Closed
GIA
820
Gladstone Institutional Advisory
Florida
$849K -$272K -4,411 -23%
FSA
821
Fort Sheridan Advisors
Illinois
$849K -$5.68K -92 -0.6%
XT
822
XTX Topco
Cayman Islands
$848K +$599K +9,692 +184%
CT
823
Caldwell Trust
Florida
$847K +$13.5K +218 +1%
CGL
824
Clarius Group LLC
Washington
$828K
NSB
825
Norway Savings Bank
Maine
$821K +$54.4K +880 +6%

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.