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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
TFA
901
Triad Financial Advisors
North Carolina
$641K +$669K +10,950 New
PTC
902
Philadelphia Trust Company
Pennsylvania
$635K -$17.1K -280 -3%
AWMT
903
AAFMAA Wealth Management & Trust
North Carolina
$634K
AWE
904
Avidian Wealth Enterprises
Texas
$634K +$27.1K +444 +4%
CA
905
CSM Advisors
Pennsylvania
$632K
NRA
906
NSI Retail Advisors
Pennsylvania
$632K
BB
907
Busey Bank
Illinois
$630K -$45.4K -743 -6%
MSFS
908
Main Street Financial Solutions
Pennsylvania
$630K -$10.5K -172 -2%
LSPW
909
Lake Street Private Wealth
Illinois
$629K +$172K +2,810 +35%
MMPW
910
Mitchell McLeod Pugh & Williams
Alabama
$628K +$18.9K +310 +3%
GRQ
911
Gardner Russo & Quinn
Pennsylvania
$626K +$2.69K +44 +0.4%
CNC
912
Canandaigua National Corp
New York
$625K -$89.8K -1,470 -12%
EWM
913
Evermay Wealth Management
Virginia
$624K -$8.55K -140 -1%
MPM
914
MBB Public Markets
Illinois
$622K +$649K +10,631 New
WA
915
WealthTrust Axiom
Pennsylvania
$621K +$7.33K +120 +1%
EWA
916
EP Wealth Advisors
California
$619K -$61K -998 -9%
DA
917
Denali Advisors
California
$615K -$12.2K -200 -2%
SCM
918
Southport Capital Management
Tennessee
$612K +$172K +2,808 +37%
CAM
919
Covenant Asset Management
New Jersey
$607K
ESB
920
Essex Savings Bank
Connecticut
$599K -$855 -14 -0.1%
SAM
921
Summit Asset Management
Tennessee
$598K -$56.9K -932 -8%
SPC
922
Sigma Planning Corp
Michigan
$596K -$3.97K -65 -0.6%
AWG
923
Altus Wealth Group
Colorado
$594K -$14.1K -231 -2%
VWA
924
V Wealth Advisors
Kansas
$594K +$61 +1 +0%
MGWM
925
Marks Group Wealth Management
Minnesota
$594K +$114K +1,861 +22%

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.