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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
RPG
1026
Resource Planning Group
Georgia
$427K
SCM
1027
Stevens Capital Management
Pennsylvania
$427K +$445K +7,291 New
SEIA
1028
Signature Estate & Investment Advisors
California
$426K -$13.1K -214 -3%
FH
1029
FWG Holdings
Florida
$426K +$25K +409 +7%
CWM
1030
Congress Wealth Management
Massachusetts
$424K +$443K +7,247 New
SAA
1031
Southeast Asset Advisors
Georgia
$422K -$12.7K -208 -3%
BWP
1032
BSW Wealth Partners
Colorado
$422K -$4.95K -81 -1%
NL
1033
NWAM LLC
Washington
$422K +$27.2K +445 +7%
PH
1034
Pinnacle Holdings
Oklahoma
$418K
LI
1035
Lafayette Investments
Maryland
$418K -$611 -10 -0.1%
SAMT
1036
Select Asset Management & Trust
Pennsylvania
$416K
CH
1037
Canton Hathaway
Rhode Island
$415K
MCM
1038
Mill Capital Management
North Carolina
$414K +$432K +7,064 New
ST
1039
Smithfield Trust
Pennsylvania
$413K -$916 -15 -0.2%
MCWS
1040
McKinley Carter Wealth Services
West Virginia
$412K +$429K +7,030 New
ESCM
1041
Echo Street Capital Management
New York
$410K +$428K +7,000 New
ACM
1042
AUA Capital Management
Pennsylvania
$409K +$9.16K +150 +2%
VCM
1043
Vigilant Capital Management
Maine
$409K +$408K +6,677 +2,196%
ECM
1044
Evergreen Capital Management
Washington
$408K +$40.8K +667 +11%
CBT
1045
Central Bank & Trust
Kentucky
$407K +$367K +6,000 +635%
FCB
1046
First Command Bank
Texas
$406K
WDC
1047
Woodward Diversified Capital
California
$405K +$50K +819 +13%
IFA
1048
Index Fund Advisors
California
$405K +$422K +6,912 New
SHA
1049
Seneca House Advisors
Virginia
$403K +$794 +13 +0.2%
IA
1050
IFG Advisory
Georgia
$402K +$40.8K +668 +11%

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.