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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
EI
1051
Ellevest Inc
New York
$402K +$60.7K +994 +17%
FPS
1052
Fieldpoint Private Securities
Connecticut
$401K -$16.6K -272 -4%
TC
1053
Titleist Capital
Texas
$401K +$419K +6,852 New
SMA
1054
Sage Mountain Advisors
Georgia
$398K -$131K -2,138 -24%
GB
1055
Goepper Burkhardt
South Carolina
$397K
DMBA
1056
Deseret Mutual Benefit Administrators
Utah
$397K +$21.5K +352 +5%
HPIA
1057
Hamilton Point Investment Advisors
North Carolina
$397K +$414K +6,773 New
T
1058
TCWP
Ohio
$396K +$413K +6,766 New
GL
1059
Graypoint LLC
New York
$395K +$183 +3 +0%
OC
1060
Oakworth Capital
Alabama
$395K +$77.9K +1,275 +23%
LC
1061
Lindbrook Capital
California
$394K +$124K +2,028 +43%
CPO
1062
Cerity Partners OCIO
New York
$393K +$855 +14 +0.2%
FMLI
1063
Fukoku Mutual Life Insurance
Japan
$393K +$12.8K +210 +3%
MIA
1064
MainStreet Investment Advisors
Illinois
$393K +$46.4K +760 +13%
GBT
1065
Grove Bank & Trust
Florida
$391K +$76.2K +1,247 +23%
CM
1066
Cornerstone Management
Georgia
$389K -$508K -8,314 -56%
AFS
1067
Annapolis Financial Services
Maryland
$388K -$162K -2,659 -29%
AWC
1068
Abundance Wealth Counselors
Pennsylvania
$388K +$405K +6,622 New
BMC
1069
Benin Management Corp
Connecticut
$385K -$18.3K -300 -4%
IMRF
1070
Illinois Municipal Retirement Fund
Illinois
$385K
SWM
1071
Segment Wealth Management
Texas
$385K +$402K +6,572 New
1IA
1072
1620 Investment Advisors
Massachusetts
$382K +$398K +6,520 New
CA
1073
Carson Advisory
Georgia
$379K +$396K +6,479 New
CF
1074
Centaurus Financial
California
$377K +$22.9K +375 +6%
DWM
1075
Doyle Wealth Management
Florida
$374K -$34K -556 -8%

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.