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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
OIA
1126
Optimum Investment Advisors
Illinois
$316K +$162K +2,650 +97%
AIM
1127
Aigen Investment Management
New York
$314K -$304K -4,978 -49%
FHA
1128
Flagship Harbor Advisors
Massachusetts
$314K +$1.65K +27 +0.5%
FNBT
1129
FineMark National Bank & Trust
Florida
$312K -$7.58K -124 -2%
MKA
1130
M. Kulyk & Associates
Georgia
$312K -$550 -9 -0.2%
CBTWT
1131
Community Bank & Trust (Waco, Texas)
Texas
$312K +$7.39K +121 +2%
RWM
1132
Ritholtz Wealth Management
New York
$311K +$32K +524 +11%
NJBEST
1133
New Jersey Better Educational Savings Trust
New Jersey
$310K -$112K -1,830 -26%
SCA
1134
Southern Capital Advisors
Tennessee
$309K +$323K +5,282 New
XT
1135
XTX Topco
Cayman Islands
$308K -$402K -6,587 -56%
ACP
1136
Aviance Capital Partners
Florida
$307K -$5.87K -96 -2%
MHC
1137
Meyer Handelman Company
New York
$304K -$36.7K -600 -10%
SHFA
1138
SC&H Financial Advisors
Maryland
$303K +$317K +5,183 New
HA
1139
HC Advisors
Georgia
$302K -$6.05K -99 -2%
JLBC
1140
J.L. Bainbridge & Co
Florida
$301K -$1.65K -27 -0.5%
AA
1141
AlphaMark Advisors
Kentucky
$297K -$80.2K -1,312 -21%
TFA
1142
Toth Financial Advisory
Virginia
$296K
WPC
1143
Wedmont Private Capital
Pennsylvania
$296K +$271K +4,434 New
SWA
1144
Sutton Wealth Advisors
Florida
$296K -$1.28K -21 -0.4%
MFC
1145
Morris Financial Concepts
South Carolina
$294K +$307K +5,028 New
PMG
1146
ProVise Management Group
Florida
$293K -$24.2K -396 -7%
AW
1147
Alaethes Wealth
Nevada
$289K
BFPW
1148
BOK Financial Private Wealth
Colorado
$289K +$15.6K +255 +5%
SA
1149
Stewardship Advisors
Pennsylvania
$287K -$6.11K -100 -2%
PFGIA
1150
Patriot Financial Group Insurance Agency
Massachusetts
$286K -$47.2K -773 -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.