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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
CFG
851
Citizens Financial Group
Rhode Island
$757K -$65K -1,052 -7%
PCM
852
Penserra Capital Management
California
$756K -$98.9K -1,601 -11%
RCAG
853
Rehmann Capital Advisory Group
Michigan
$751K -$27.5K -445 -3%
SC
854
Savant Capital
Illinois
$751K +$21.3K +345 +3%
LA
855
Lindenwold Advisors
Pennsylvania
$750K -$42K -680 -5%
MS
856
Maven Securities
Jersey
$747K +$285K +4,616 +54%
BBNA
857
Bremer Bank National Association
Minnesota
$746K -$2.18M -35,226 -73%
SACTSONJ
858
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$744K
LWMM
859
Legacy Wealth Management (Mississippi)
Mississippi
$741K +$5.74K +93 +0.7%
EH
860
Equitable Holdings
New York
$740K -$29.9K -484 -4%
Carson Wealth (CWM LLC)
861
Carson Wealth (CWM LLC)
Nebraska
$737K +$177K +2,867 +28%
AIM
862
Allen Investment Management
New York
$734K
CIC
863
Chilton Investment Company
Connecticut
$734K
WC
864
Westhampton Capital
North Carolina
$734K
FFMBT
865
First Farmers & Merchants Bank Trust
Tennessee
$731K
WCAMG
866
Woodard & Company Asset Management Group
North Carolina
$725K
NP
867
NorthRock Partners
Minnesota
$723K +$10.3K +167 +1%
MGWM
868
Marks Group Wealth Management
Minnesota
$723K +$159K +2,573 +25%
HW
869
Hancock Whitney
Mississippi
$720K -$43.9K -710 -5%
HVIA
870
Hudson Valley Investment Advisors
New York
$720K -$35.5K -575 -4%
DY
871
Dowling & Yahnke
California
$718K -$36.3K -587 -4%
CIC
872
Carnegie Investment Counsel
Ohio
$718K -$5.99K -97 -0.8%
Koshinski Asset Management
873
Koshinski Asset Management
Illinois
$717K +$200K +3,233 +34%
LIM
874
Loudon Investment Management
New Hampshire
$716K -$37.4K -605 -5%
CFGS
875
Concourse Financial Group Securities
Alabama
$715K -$28.2K -456 -3%

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.