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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
NRA
926
NSI Retail Advisors
Pennsylvania
$612K
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$611K -$81.8K -1,324 -11%
LOPW
928
Live Oak Private Wealth
North Carolina
$611K -$11.7K -190 -2%
OA
929
Oak Associates
Ohio
$610K -$270K -4,364 -29%
GRQ
930
Gardner Russo & Quinn
Pennsylvania
$608K +$2.78K +45 +0.4%
MMPW
931
Mitchell McLeod Pugh & Williams
Alabama
$605K -$3.03K -49 -0.5%
BB
932
Busey Bank
Illinois
$604K -$6.86K -111 -1%
BWA
933
BDO Wealth Advisors
Florida
$604K +$40.2K +651 +7%
SIM
934
Sentry Investment Management
Wisconsin
$604K +$657K +10,644 New
RIA
935
Realta Investment Advisors
Delaware
$602K -$27.6K -447 -4%
WA
936
WealthTrust Axiom
Pennsylvania
$601K
AA
937
Advisory Alpha
Michigan
$601K +$33K +535 +5%
SAM
938
Summit Asset Management
Tennessee
$600K +$23.1K +374 +4%
BWM
939
BT Wealth Management
Georgia
$598K -$247K -4,000 -28%
EFS
940
Essex Financial Services
Connecticut
$592K +$63.8K +1,033 +11%
CCT
941
Capital City Trust
Florida
$591K -$662K -10,723 -51%
BAS
942
Brown Advisory Securities
Maryland
$591K -$185K -3,000 -22%
CNC
943
Canandaigua National Corp
New York
$591K -$15.9K -258 -2%
SG
944
StoneX Group
New York
$589K +$23.8K +385 +4%
QT
945
Quantbot Technologies
New York
$585K +$638K +10,322 New
ESB
946
Essex Savings Bank
Connecticut
$583K +$2.47K +40 +0.4%
AWG
947
Altus Wealth Group
Colorado
$577K +$2.29K +37 +0.4%
VWA
948
V Wealth Advisors
Kansas
$575K
HSA
949
HBK Sorce Advisory
Pennsylvania
$571K -$140K -2,261 -18%
SWM
950
Sugarloaf Wealth Management
Georgia
$571K +$556 +9 +0.1%

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.