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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
ECG
826
Edge Capital Group
Georgia
$796K +$80.2K +1,313 +11%
CG
827
Caprock Group
Idaho
$794K +$106K +1,735 +15%
EH
828
Equitable Holdings
New York
$793K +$1.28K +21 +0.2%
BAS
829
Brown Advisory Securities
Maryland
$793K +$18.3K +300 +2%
HW
830
Hancock Whitney
Mississippi
$785K -$9.84K -161 -1%
FI
831
Fractal Investments
Connecticut
$785K +$819K +13,403 New
PRC
832
Pearl River Capital
Michigan
$783K +$817K +13,366 New
HVIA
833
Hudson Valley Investment Advisors
New York
$777K -$56.2K -920 -6%
DY
834
Dowling & Yahnke
California
$776K -$11.6K -190 -1%
LIM
835
Loudon Investment Management
New Hampshire
$775K -$30.5K -500 -4%
SACTSONJ
836
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$768K
IWM
837
IHT Wealth Management
Illinois
$766K +$23K +377 +3%
CFGS
838
Concourse Financial Group Securities
Alabama
$765K -$1.28K -21 -0.2%
TAM
839
Trust Asset Management
Texas
$763K
WA
840
WBH Advisory
Maryland
$763K +$19.6K +320 +3%
CPA
841
Court Place Advisors
Maryland
$762K
EIA
842
Eastover Investment Advisors
North Carolina
$762K
LWMM
843
Legacy Wealth Management (Mississippi)
Mississippi
$760K +$4.09K +67 +0.5%
WC
844
Westhampton Capital
North Carolina
$758K -$2.26K -37 -0.3%
CIC
845
Chilton Investment Company
Connecticut
$758K
AIM
846
Allen Investment Management
New York
$758K +$791K +12,950 New
SC
847
Savant Capital
Illinois
$755K +$57.7K +945 +8%
FFMBT
848
First Farmers & Merchants Bank Trust
Tennessee
$754K +$787K +12,884 New
WCAMG
849
Woodard & Company Asset Management Group
North Carolina
$748K
CIC
850
Carnegie Investment Counsel
Ohio
$747K +$93.2K +1,525 +14%

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.