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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
OAM
1076
Occidental Asset Management
California
$374K
CCT
1077
Country Club Trust
Missouri
$374K +$391K +6,400 New
HCM
1078
Hollencrest Capital Management
California
$373K +$2.63K +43 +0.7%
FCFS
1079
First Command Financial Services
Texas
$372K -$34.8K -570 -8%
PFWA
1080
Paces Ferry Wealth Advisors
Georgia
$371K -$71.1K -1,164 -16%
MFP
1081
Meridian Financial Partners
Virginia
$371K -$6.11K -100 -2%
AWA
1082
Arete Wealth Advisors
Illinois
$371K +$98.2K +1,607 +35%
EL
1083
EMFO LLC
Florida
$370K
CIS
1084
Connors Investor Services
Pennsylvania
$370K +$916 +15 +0.2%
QPWM
1085
Quadrant Private Wealth Management
Pennsylvania
$366K
B
1086
Barings
North Carolina
$365K -$53.2K -871 -12%
GA
1087
GraniteShares Advisors
New York
$365K +$381K +6,238 New
CSWM
1088
Cassady Schiller Wealth Management
Ohio
$363K +$379K +6,196 New
CA
1089
CoreCap Advisors
Michigan
$363K +$379K +6,200 New
PCMK
1090
Paragon Capital Management (Kansas)
Kansas
$362K -$1.28K -21 -0.3%
AC
1091
ASB Consultores
Florida
$362K +$378K +6,181 New
SVWAG
1092
Sound View Wealth Advisors Group
Georgia
$361K -$94.7K -1,550 -20%
NICM
1093
Neo Ivy Capital Management
New York
$359K +$171K +2,796 +84%
GEA
1094
Glen Eagle Advisors
New Jersey
$359K -$35.7K -585 -9%
FC
1095
Ferris Capital
Massachusetts
$358K
RB
1096
Renasant Bank
Mississippi
$358K +$54.2K +887 +17%
VC
1097
Veracity Capital
Georgia
$355K +$183 +3 +0%
IAN
1098
Integrated Advisors Network
Texas
$354K +$369K +6,038 New
TCM
1099
Tandem Capital Management
New Jersey
$353K +$611 +10 +0.2%
PFBT
1100
Parkside Financial Bank & Trust
Missouri
$350K -$59.1K -968 -14%

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.