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
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$86.3M -$8.55M -139,961 -9%
HighTower Advisors
77
HighTower Advisors
Illinois
$83.2M +$42.6M +697,158 +96%
LFDLE
78
La Financiere de L'Echiquier
France
$80.5M -$4.71M -77,031 -5%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$79.5M +$52.8M +864,957 +176%
Prudential Financial
80
Prudential Financial
New Jersey
$77.5M -$18.6M -305,012 -20%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$72M +$1.01M +16,504 +1%
CB
82
Commerce Bank
Missouri
$71.2M +$887K +14,525 +1%
BIP
83
Brandes Investment Partners
California
$69.8M +$540K +8,846 +0.7%
Canada Life
84
Canada Life
Manitoba, Canada
$69.4M +$12.3M +201,906 +20%
DLA
85
Douglas Lane & Associates
New York
$68.8M -$1.35M -22,054 -2%
Aviva
86
Aviva
United Kingdom
$67.3M -$851K -13,930 -1%
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$64.9M +$23.9M +390,848 +54%
ClearBridge Investments
88
ClearBridge Investments
New York
$64.8M +$9.63M +157,635 +17%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$63.8M +$1.52M +24,837 +2%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$63.2M +$2.18M +35,654 +3%
HA
91
Homestead Advisers
Virginia
$62.9M +$3.6M +58,899 +6%
EIC
92
Equity Investment Corp
Georgia
$60.7M -$1.65M -27,006 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
93
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.7M +$54.6M +892,942 +624%
MSV
94
MN Services Vermogensbeheer
Netherlands
$60.4M +$1.26M +20,600 +2%
AT
95
AMF Tjänstepension
Sweden
$56.6M -$831K -13,599 -1%
Royal London Asset Management
96
Royal London Asset Management
United Kingdom
$52.1M -$3.98M -65,163 -7%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$51.4M -$1.18M -19,317 -2%
NC
98
Nicholas Company
Wisconsin
$50.9M
FWCM
99
Ferguson Wellman Capital Management
Oregon
$50.6M +$1.64M +26,879 +3%
TBC
100
Tweedy, Browne Co
Connecticut
$49.3M -$152K -2,485 -0.3%

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.