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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
CFO
976
Collective Family Office
Pennsylvania
$497K -$64K -1,048 -11%
CIM
977
CIM Investment Management
Pennsylvania
$495K -$12.1K -198 -2%
VFP
978
Verus Financial Partners
Virginia
$494K -$23.3K -382 -4%
FA
979
Faithward Advisors
Pennsylvania
$493K -$32K -523 -6%
PBO
980
Peoples Bank (Ohio)
Ohio
$493K -$13.3K -218 -3%
AWA
981
Arkadios Wealth Advisors
Georgia
$488K +$147K +2,411 +41%
IF
982
Intrua Financial
Texas
$487K +$367 +6 +0.1%
QCM
983
Quest Capital Management
Texas
$485K -$78.9K -1,291 -13%
CAM
984
Cozad Asset Management
Illinois
$485K -$65.4K -1,070 -11%
GIA
985
Gateway Investment Advisers
Ohio
$485K -$60.8K -995 -11%
EGM
986
Engineers Gate Manager
New York
$483K +$205K +3,355 +69%
HFS
987
Horizon Financial Services
North Carolina
$482K -$19.6K -320 -4%
DE
988
Day & Ennis
Georgia
$481K -$79.1K -1,295 -14%
BCM
989
Birmingham Capital Management
Alabama
$481K
OTL
990
Oak Thistle LLC
New York
$481K +$501K +8,205 New
BA
991
Ballew Advisors
Mississippi
$480K
FLI
992
Family Legacy Inc
South Carolina
$477K +$42.9K +702 +11%
XWM
993
Xcel Wealth Management
Florida
$475K +$9.35K +153 +2%
MBT
994
Montecito Bank & Trust
California
$474K -$8.55K -140 -2%
DSN
995
D. Scott Neal
Kentucky
$472K
CLOS
996
Compagnie Lombard Odier SCmA
Switzerland
$468K
MWM
997
Madison Wealth Management
Ohio
$468K
HNWAG
998
High Net Worth Advisory Group
Florida
$468K +$488K +7,989 New
PWPS
999
Pinnacle Wealth Planning Services
Ohio
$467K +$27.4K +449 +6%
AW
1000
ACG Wealth
Georgia
$460K +$2.69K +44 +0.6%

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.