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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
EWM
1101
EPG Wealth Management
Georgia
$350K +$13.4K +219 +4%
BAM
1102
Belpointe Asset Management
Nevada
$349K +$13.5K +221 +4%
CFO
1103
CVA Family Office
Colorado
$344K +$260K +4,252 +263%
AAS
1104
Ameritas Advisory Services
Nebraska
$341K +$356K +5,827 New
WI
1105
WrapManager Inc
California
$339K +$2.32K +38 +0.7%
HFP
1106
Holistic Financial Partners
Indiana
$338K -$367 -6 -0.1%
LGA
1107
Lebenthal Global Advisors
New York
$338K +$353K +5,775 New
BAM
1108
Berkshire Asset Management
Pennsylvania
$336K +$97K +1,587 +38%
TW
1109
TrinityPoint Wealth
Connecticut
$334K -$1.1K -18 -0.3%
AWAP
1110
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$1.04K -17 -0.3%
IA
1111
Insight Advisors
Pennsylvania
$334K
HWA
1112
HHM Wealth Advisors
Tennessee
$333K -$25.9K -424 -7%
III
1113
Independent Investors Inc
New York
$331K -$30.5K -500 -8%
PI
1114
Putnam Investments
Massachusetts
$330K -$2.99K -49 -0.9%
EWM
1115
Evercore Wealth Management
New York
$326K
HFM
1116
Hartford Financial Management
Connecticut
$325K -$5.13K -84 -1%
BA
1117
Bristlecone Advisors
Washington
$325K +$66.2K +1,084 +24%
BP
1118
BBR Partners
New York
$324K +$7.27K +119 +2%
DCM
1119
Dupont Capital Management
Delaware
$321K -$259K -4,232 -44%
PIMG
1120
Patriot Investment Management Group
Tennessee
$320K -$7.27K -119 -2%
WPC
1121
White Pine Capital
Minnesota
$319K
PCP
1122
Proficio Capital Partners
Massachusetts
$319K +$1.1K +18 +0.3%
PWM
1123
PBMares Wealth Management
Virginia
$318K -$61 -1 -0%
AFA
1124
Arlington Financial Advisors
California
$316K
HC
1125
Hamilton Capital
Ohio
$316K +$42.7K +699 +15%

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.