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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
GLA
1001
Good Life Advisors
Pennsylvania
$459K +$9.96K +163 +2%
WWM
1002
Western Wealth Management
Colorado
$458K +$480K +7,859 New
GC
1003
Gilbert & Cook
Iowa
$457K +$17.1K +280 +4%
MCA
1004
Millennium Capital Advisors
Arkansas
$457K +$477K +7,800 New
RMDI
1005
R.M. Davis Inc
Maine
$456K -$14.7K -240 -3%
CSPIA
1006
Cary Street Partners Investment Advisory
Virginia
$456K +$104K +1,707 +28%
WWMSC
1007
Wagner Wealth Management (South Carolina)
South Carolina
$452K +$672 +11 +0.1%
CCA
1008
Cobblestone Capital Advisors
New York
$449K -$24.4K -399 -5%
CFMC
1009
Curbstone Financial Management Corp
New Hampshire
$449K -$4.64K -76 -1%
QCG
1010
Quadrant Capital Group
Ohio
$449K +$3.54K +58 +0.8%
SFM
1011
Systematic Financial Management
New Jersey
$448K
PIM
1012
Penobscot Investment Management
Massachusetts
$446K
P
1013
&Partners
Tennessee
$445K +$733 +12 +0.2%
GAM
1014
Gemmer Asset Management
California
$444K
NGA
1015
Naples Global Advisors
Florida
$443K +$733 +12 +0.2%
AWM
1016
Affinity Wealth Management
Delaware
$442K +$29.9K +490 +8%
CIM
1017
Contravisory Investment Management
Massachusetts
$442K +$58.6K +959 +15%
BBA
1018
Braun-Bostich & Associates
Pennsylvania
$442K +$413K +6,760 New
AF
1019
Advisornet Financial
Minnesota
$436K +$11.9K +195 +3%
TL
1020
Tradewinds LLC
North Carolina
$436K +$721K +11,800 New
MIFH
1021
Migdal Insurance & Financial Holdings
Israel
$432K -$1.23M -20,148 -73%
VA
1022
Valmark Advisers
Ohio
$430K +$99.6K +1,630 +29%
WCM
1023
Washington Capital Management
Washington
$429K
SB
1024
Strategic Blueprint
Georgia
$428K +$72.3K +1,184 +19%
AAM
1025
Augustine Asset Management
Florida
$427K -$7.03K -115 -2%

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.