We are live on ! Find out more
TFC icon

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
SP
951
Symmetry Partners
Connecticut
$535K
EN1L
952
Engine No 1 LLC
California
$535K +$118K +1,938 +27%
PL
953
Parthenon LLC
Kentucky
$534K
FPWM
954
FSB Premier Wealth Management
Iowa
$533K -$80K -1,309 -13%
MPIA
955
Mountain Pacific Investment Advisers
Idaho
$530K -$23.7K -388 -4%
HKIM
956
Hayek Kallen Investment Management
Alabama
$530K +$553K +9,047 New
SQA
957
Simon Quick Advisors
New Jersey
$528K +$479K +7,836 +658%
OFG
958
Oxford Financial Group
Indiana
$524K +$26.7K +437 +5%
CIC
959
Chase Investment Counsel
Virginia
$515K
LIM
960
Longfellow Investment Management
Massachusetts
$515K
National Bank of Canada
961
National Bank of Canada
Quebec, Canada
$515K +$538K +8,800 New
ARMC
962
American Research & Management Company
Massachusetts
$513K
VIA
963
Vident Investment Advisory
Georgia
$512K -$4.46K -73 -0.8%
PA
964
Procyon Advisors
Connecticut
$509K +$38K +622 +8%
BCP
965
Berkeley Capital Partners
Georgia
$505K +$124K +2,027 +31%
SCA
966
Snowden Capital Advisors
New York
$504K -$1.16M -18,945 -69%
MFW
967
Meristem Family Wealth
Minnesota
$503K -$141K -2,300 -21%
APG
968
Abacus Planning Group
South Carolina
$503K +$86.4K +1,414 +20%
MS
969
Maven Securities
Jersey
$502K +$523K +8,566 New
NC
970
NewSquare Capital
Pennsylvania
$501K
IFWM
971
Institute for Wealth Management
Colorado
$500K -$1.1K -18 -0.2%
FCM
972
Fourpath Capital Management
Oklahoma
$500K +$522K +8,538 New
KC
973
Kingfisher Capital
North Carolina
$499K +$1.77K +29 +0.3%
HLOC
974
H.L. Ormond & Company
North Carolina
$499K +$462K +7,570 New
SFG
975
SevenBridge Financial Group
Pennsylvania
$498K -$122 -2 -0%

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.