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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
FWM
1151
ForthRight Wealth Management
Georgia
$286K -$5.87K -96 -2%
TAM
1152
Tocqueville Asset Management
New York
$285K +$6.35K +104 +2%
BCM
1153
Breiter Capital Management
Florida
$283K -$794 -13 -0.3%
EM
1154
Excalibur Management
Massachusetts
$283K +$4.03K +66 +1%
HWA
1155
Heartwood Wealth Advisors
Virginia
$283K +$296K +4,838 New
BFM
1156
Boothbay Fund Management
New York
$282K +$294K +4,817 New
ECML
1157
Eagle Capital Management (Louisiana)
Louisiana
$281K
FBB
1158
Fulton Breakefield Broenniman
Maryland
$281K
BAM
1159
Blueshift Asset Management
New Jersey
$280K -$3.76M -61,528 -93%
WA
1160
Waverly Advisors
Alabama
$280K +$4.15K +68 +2%
MF
1161
Manchester Financial
California
$278K
FFA
1162
First Foundation Advisors
California
$277K +$14.6K +239 +5%
CCM
1163
Carderock Capital Management
Maryland
$277K +$91.6K +1,500 +46%
WPA
1164
Winning Points Advisors
Florida
$277K +$345K +5,645 New
IRAG
1165
Investment Research & Advisory Group
Georgia
$276K +$66.8K +1,094 +30%
HI
1166
Hudock Inc
Pennsylvania
$274K -$60.5K -991 -17%
VF
1167
Virtu Financial
New York
$274K +$286K +4,681 New
HFBOT
1168
Home Federal Bank of Tennessee
Tennessee
$273K
T
1169
TRUADVICE
Florida
$273K +$305 +5 +0.1%
NPF
1170
Norris Perne & French
Michigan
$273K +$22.5K +368 +9%
IC
1171
Intersect Capital
California
$273K +$285K +4,668 New
AII
1172
AGF Investments Inc
Ontario, Canada
$271K -$425K -6,951 -60%
PWLP
1173
Prio Wealth Limited Partnership
Massachusetts
$271K +$2.5K +41 +0.9%
HC
1174
Henshaw Capital
Massachusetts
$270K
CAMV
1175
Concord Asset Management (Virginia)
Virginia
$270K +$282K +4,608 New

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.