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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
SBL
976
Sargent Bickham Lagudis
Colorado
$518K -$195K -3,158 -26%
SP
977
Symmetry Partners
Connecticut
$518K
ZCA
978
Zeke Capital Advisors
Pennsylvania
$518K +$564K +9,132 New
PL
979
Parthenon LLC
Kentucky
$517K
SQA
980
Simon Quick Advisors
New Jersey
$516K +$5.13K +83 +0.9%
CAM
981
Cozad Asset Management
Illinois
$515K +$49.7K +805 +10%
EWM
982
Evermay Wealth Management
Virginia
$513K -$98.8K -1,600 -15%
HKIM
983
Hayek Kallen Investment Management
Alabama
$513K
GWA
984
GGM Wealth Advisors
Maryland
$504K +$600K +9,708 New
PA
985
Procyon Advisors
Connecticut
$503K +$10.9K +177 +2%
CCP
986
Cassia Capital Partners
North Carolina
$502K -$23K -372 -4%
LGA
987
Lebenthal Global Advisors
New York
$502K +$191K +3,090 +54%
MPIA
988
Mountain Pacific Investment Advisers
Idaho
$501K -$12.9K -209 -2%
NL
989
NWAM LLC
Washington
$500K +$100K +1,621 +23%
QIM
990
Quantitative Investment Management
Virginia
$499K -$610K -9,882 -53%
CIC
991
Chase Investment Counsel
Virginia
$499K
LIM
992
Longfellow Investment Management
Massachusetts
$498K
ARMC
993
American Research & Management Company
Massachusetts
$496K
BAM
994
Berkshire Asset Management
Pennsylvania
$496K +$185K +3,000 +52%
IFWM
995
Institute for Wealth Management
Colorado
$494K +$10.9K +176 +2%
MIA
996
MainStreet Investment Advisors
Illinois
$492K +$121K +1,967 +29%
AL
997
Aspiriant LLC
California
$487K -$52.4K -849 -9%
FCM
998
Fourpath Capital Management
Oklahoma
$484K
CFO
999
Collective Family Office
Pennsylvania
$484K +$3.21K +52 +0.6%
LCM
1000
Laurion Capital Management
New York
$483K +$526K +8,512 New

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.