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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
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$594K +$122K +2,000 +25%
Carson Wealth (CWM LLC)
927
Carson Wealth (CWM LLC)
Nebraska
$594K +$619K +10,138 New
MYIA
928
Mount Yale Investment Advisors
Colorado
$593K +$7.21K +118 +1%
AA
929
Advisory Alpha
Michigan
$590K -$32.1K -525 -5%
SWM
930
Sugarloaf Wealth Management
Georgia
$589K +$550 +9 +0.1%
AAI
931
American Assets Inc
California
$586K
BWA
932
BDO Wealth Advisors
Florida
$586K +$9.65K +158 +2%
SG
933
StoneX Group
New York
$586K +$382K +6,247 +166%
SBH
934
Segall Bryant & Hamill
Illinois
$585K -$101K -1,655 -14%
NFG
935
Next Financial Group
Texas
$585K +$31K +508 +5%
WSCM
936
Wellington Shields Capital Management
New York
$584K +$166K +2,725 +38%
VCM
937
Virtue Capital Management
Tennessee
$580K -$36.1K -591 -6%
PCA
938
Personal Capital Advisors
California
$573K +$49.5K +810 +9%
1SB
939
1ST Source Bank
Indiana
$567K +$6.23K +102 +1%
AFM
940
Andesa Financial Management
Pennsylvania
$564K +$25.2K +413 +4%
NB
941
NBT Bank
New York
$559K -$25K -409 -4%
HI
942
Horizon Investments
North Carolina
$554K +$47.3K +775 +9%
AL
943
Aspiriant LLC
California
$553K -$140K -2,291 -20%
CIC
944
Crawford Investment Counsel
Georgia
$552K -$57.2K -936 -9%
Koshinski Asset Management
945
Koshinski Asset Management
Illinois
$551K -$26.7K -437 -4%
EFS
946
Essex Financial Services
Connecticut
$551K +$575K +9,413 New
ANRIA
947
American National Registered Investment Advisor
Texas
$547K -$122 -2 -0%
1WA
948
180 Wealth Advisors
Washington
$544K -$20K -328 -4%
CCP
949
Cassia Capital Partners
North Carolina
$540K +$563K +9,218 New
FA
950
Fiducient Advisors
Illinois
$539K +$8.37K +137 +2%

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.