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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
OFG
1001
Oxford Financial Group
Indiana
$482K -$27.7K -449 -5%
APG
1002
Abacus Planning Group
South Carolina
$481K -$5.81K -94 -1%
CIM
1003
CIM Investment Management
Pennsylvania
$479K -$679 -11 -0.1%
FA
1004
Faithward Advisors
Pennsylvania
$477K
SB
1005
Strategic Blueprint
Georgia
$477K +$67.8K +1,097 +15%
PCA
1006
Personal Capital Advisors
California
$475K -$111K -1,799 -18%
NC
1007
NewSquare Capital
Pennsylvania
$474K -$12.4K -200 -2%
GIA
1008
Gateway Investment Advisers
Ohio
$467K -$2.78K -45 -0.5%
STA
1009
Summit Trail Advisors
New York
$466K +$508K +8,217 New
BCM
1010
Birmingham Capital Management
Alabama
$465K
BWP
1011
BSW Wealth Partners
Colorado
$465K +$61.2K +991 +14%
A
1012
Astrantus
Cyprus
$465K +$507K +8,200 New
1WA
1013
180 Wealth Advisors
Washington
$464K +$4.14K +67 +0.8%
SAMT
1014
Select Asset Management & Trust
Pennsylvania
$461K +$64K +1,036 +15%
XWM
1015
Xcel Wealth Management
Florida
$460K
NW
1016
NewEdge Wealth
Pennsylvania
$460K +$242K +3,918 +94%
MBT
1017
Montecito Bank & Trust
California
$459K
BEI
1018
Benjamin Edwards Inc
Missouri
$459K +$220K +3,569 +79%
GC
1019
Gilbert & Cook
Iowa
$458K +$16.6K +268 +3%
IAN
1020
Integrated Advisors Network
Texas
$458K +$127K +2,048 +34%
DSN
1021
D. Scott Neal
Kentucky
$457K
GBT
1022
Grove Bank & Trust
Florida
$456K +$84.8K +1,373 +21%
GLA
1023
Good Life Advisors
Pennsylvania
$455K +$11.3K +183 +2%
CLOS
1024
Compagnie Lombard Odier SCmA
Switzerland
$454K
HNWAG
1025
High Net Worth Advisory Group
Florida
$453K

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.