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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
EMG
876
ETF Managers Group
New Jersey
$693K +$34.5K +564 +5%
EHWM
877
Eads & Heald Wealth Management
Georgia
$691K +$36.7K +601 +5%
FFP
878
Forbes Financial Planning
Rhode Island
$691K +$721K +11,800 New
AssetMark Inc
879
AssetMark Inc
California
$690K +$210K +3,445 +41%
IWC
880
Integrated Wealth Concepts
Massachusetts
$688K -$13.5K -221 -2%
FAM
881
Formidable Asset Management
Ohio
$687K
SWM
882
Sculati Wealth Management
Michigan
$683K
MGP
883
Metis Global Partners
California
$681K +$711K +11,635 New
LSAG
884
Lake Street Advisors Group
New Hampshire
$673K +$702K +11,494 New
CCG
885
Cypress Capital Group
Florida
$662K -$130K -2,135 -16%
BFO
886
Biltmore Family Office
North Carolina
$662K +$20.3K +333 +3%
CIBC World Market
887
CIBC World Market
Ontario, Canada
$657K +$221K +3,623 +48%
SJL
888
Shayne & Jacobs LLC
Tennessee
$655K
CWP
889
Curated Wealth Partners
California
$651K +$3.91K +64 +0.6%
MWM
890
Marietta Wealth Management
Georgia
$650K
LS
891
Livforsakringsbolaget Skandia
Sweden
$649K -$409K -6,700 -38%
RIA
892
Realta Investment Advisors
Delaware
$647K -$8.98K -147 -1%
OCG
893
Opus Capital Group
Ohio
$647K
CCA
894
Checchi Capital Advisers
California
$644K +$33K +540 +5%
BP
895
Ballentine Partners
Massachusetts
$643K
CRI
896
Colonial River Investments
Virginia
$643K +$670K +10,974 New
LOPW
897
Live Oak Private Wealth
North Carolina
$642K -$382K -6,247 -36%
FCFC
898
First Commonwealth Financial Corp
Pennsylvania
$641K +$3.54K +58 +0.5%
CWC
899
Carolinas Wealth Consulting
North Carolina
$641K +$75.8K +1,241 +13%
HT
900
HighTower Trust
Texas
$641K +$669K +10,943 New

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.