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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
MWM
1026
Madison Wealth Management
Ohio
$453K
ECM
1027
Evergreen Capital Management
Washington
$453K +$62.8K +1,017 +15%
WDC
1028
Woodward Diversified Capital
California
$453K +$66.3K +1,074 +16%
QCG
1029
Quadrant Capital Group
Ohio
$450K +$16.4K +265 +3%
KA
1030
Kovack Advisors
Florida
$450K +$223K +3,604 +83%
CIBC World Market
1031
CIBC World Market
Ontario, Canada
$449K -$204K -3,296 -29%
FWM
1032
ForthRight Wealth Management
Georgia
$448K +$187K +3,026 +62%
MCA
1033
Millennium Capital Advisors
Arkansas
$448K +$6.18K +100 +1%
Fisher Asset Management
1034
Fisher Asset Management
Washington
$443K -$3.31M -53,560 -87%
WWMSC
1035
Wagner Wealth Management (South Carolina)
South Carolina
$438K +$741 +12 +0.2%
AFM
1036
Andesa Financial Management
Pennsylvania
$437K -$119K -1,932 -20%
P
1037
&Partners
Tennessee
$437K +$6.98K +113 +1%
BAM
1038
Belpointe Asset Management
Nevada
$436K +$107K +1,725 +29%
SFM
1039
Systematic Financial Management
New Jersey
$434K
FNFDCM
1040
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$432K +$471K +7,621 New
GAM
1041
Gemmer Asset Management
California
$430K
NGA
1042
Naples Global Advisors
Florida
$430K +$679 +11 +0.1%
VFP
1043
Verus Financial Partners
Virginia
$429K -$18K -291 -3%
MIFH
1044
Migdal Insurance & Financial Holdings
Israel
$429K -$5.62K -91 -1%
FRM
1045
Fox Run Management
Connecticut
$429K +$468K +7,572 New
SEIA
1046
Signature Estate & Investment Advisors
California
$428K +$17.2K +279 +4%
DE
1047
Day & Ennis
Georgia
$427K -$41.8K -677 -8%
GL
1048
Graypoint LLC
New York
$427K +$48.9K +792 +12%
RB
1049
Renasant Bank
Mississippi
$427K +$87.3K +1,413 +23%
CFO
1050
CVA Family Office
Colorado
$427K +$103K +1,665 +28%

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.