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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
PFA
851
Pathway Financial Advisors
Vermont
$745K +$725K +11,864 New
NP
852
NorthRock Partners
Minnesota
$737K +$135K +2,213 +21%
HFG
853
Heron Financial Group
New York
$735K -$5.19K -85 -0.7%
EWA
854
EverSource Wealth Advisors
Alabama
$731K +$762K +12,472 New
First Manhattan
855
First Manhattan
New York
$730K +$281K +4,603 +58%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$728K -$91.7K -1,501 -11%
BC
857
Bartlett & Co
Ohio
$728K -$91.7K -1,501 -11%
SP
858
Successful Portfolios
Florida
$725K +$8.86K +145 +1%
ANI
859
American National Insurance
Texas
$724K -$4.47M -73,235 -86%
VLC
860
Van Leeuwen & Company
New Jersey
$722K -$9.59K -157 -1%
HSA
861
HBK Sorce Advisory
Pennsylvania
$722K +$12.6K +206 +2%
SBL
862
Sargent Bickham Lagudis
Colorado
$720K +$27.9K +457 +4%
BTWM
863
Baker Tilly Wealth Management
Wisconsin
$719K +$135K +2,212 +22%
OR
864
Olympiad Research
Connecticut
$719K +$245K +4,005 +48%
GC
865
Gratus Capital
Georgia
$717K
BHBT
866
Burke & Herbert Bank & Trust
Virginia
$709K -$1.77K -29 -0.2%
JSC
867
Jackson Square Capital
California
$709K +$108K +1,761 +17%
RCG
868
Resource Consulting Group
Florida
$708K +$739K +12,089 New
LWP
869
Lumature Wealth Partners
Georgia
$704K
RW
870
Rede Wealth
Virginia
$699K -$1.12M -18,331 -61%
RCM
871
Radnor Capital Management
Pennsylvania
$698K -$27.5K -450 -4%
OWA
872
Outlook Wealth Advisors
Texas
$696K +$16.7K +274 +2%
CPSAC
873
Chas P. Smith & Associates (CPS)
Florida
$694K +$244 +4 +0%
CI
874
Conning Inc
Connecticut
$694K +$79.3K +1,298 +12%
ADL
875
Asset Dedication LLC
California
$693K -$8.49K -139 -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.