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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
FAM
901
Formidable Asset Management
Ohio
$666K +$6.67K +108 +0.9%
SWM
902
Sculati Wealth Management
Michigan
$661K
SSW
903
Stone Summit Wealth
Florida
$659K +$736K +11,923 New
ADL
904
Asset Dedication LLC
California
$653K -$18.5K -300 -3%
FH
905
FWG Holdings
Florida
$653K +$309K +5,008 +77%
KP
906
Keel Point
Alabama
$653K +$712K +11,521 New
CWP
907
Curated Wealth Partners
California
$651K
HFG
908
Heron Financial Group
New York
$651K
LSPW
909
Lake Street Private Wealth
Illinois
$643K +$36.9K +598 +6%
FMAEN1
910
Fund Management at Engine No 1
California
$640K +$698K +11,296 New
RCM
911
Radnor Capital Management
Pennsylvania
$635K -$44K -712 -6%
SJL
912
Shayne & Jacobs LLC
Tennessee
$634K
HI
913
Horizon Investments
North Carolina
$632K +$107K +1,731 +18%
DA
914
Denali Advisors
California
$629K +$37.1K +600 +6%
OCG
915
Opus Capital Group
Ohio
$626K
AWE
916
Avidian Wealth Enterprises
Texas
$624K +$11K +178 +2%
JSC
917
Jackson Square Capital
California
$623K -$69.7K -1,128 -9%
TIM
918
Thompson Investment Management
Wisconsin
$620K -$953K -15,432 -59%
CWC
919
Carolinas Wealth Consulting
North Carolina
$620K -$865 -14 -0.1%
TFA
920
Triad Financial Advisors
North Carolina
$618K -$3.03K -49 -0.4%
PTC
921
Philadelphia Trust Company
Pennsylvania
$616K +$1.54K +25 +0.2%
ANRIA
922
American National Registered Investment Advisor
Texas
$615K +$93.1K +1,508 +16%
CCWA
923
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$614K +$669K +10,831 New
CAM
924
Covenant Asset Management
New Jersey
$613K +$27.3K +442 +4%
CA
925
CSM Advisors
Pennsylvania
$612K

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.