We are live on ! Find out more
TFC icon

Truist Financial

1,506 hedge funds and large institutions have $55B invested in Truist Financial in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 650 increasing their positions, 496 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $210M | Put options by funds: $73.3M

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

42% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 84

31% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 496

1% more funds holding

Funds holding: 1,4861,506 (+20)

1.17% more ownership

Funds ownership: 72.69%73.86% (+1.2%)

3% less capital invested

Capital invested by funds: $56.7B → $55B (-$1.68B)

Holders
1,506
Holders Change
+20
Holders Change %
+1.35%
% of All Funds
23.75%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.39%
New
119
Increased
650
Reduced
496
Closed
84
Calls
$210M
Puts
$73.3M
Net Calls
+$137M
Net Calls Change
+$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1151
White Pine Capital
Minnesota
$309K
TCM
1152
Tandem Capital Management
New Jersey
$309K +$2.22K +36 +0.6%
PWM
1153
PBMares Wealth Management
Virginia
$308K
BP
1154
BBR Partners
New York
$307K -$7.35K -119 -2%
AWAP
1155
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$306K -$18.6K -301 -5%
AFA
1156
Arlington Financial Advisors
California
$306K
ACP
1157
Aviance Capital Partners
Florida
$306K +$9.82K +159 +3%
SCM
1158
Southport Capital Management
Tennessee
$305K -$313K -5,062 -48%
FNBT
1159
FineMark National Bank & Trust
Florida
$305K +$3.27K +53 +1%
ETC
1160
Exchange Traded Concepts
Oklahoma
$305K +$91.7K +1,485 +38%
SWM
1161
Segment Wealth Management
Texas
$304K -$74.5K -1,206 -18%
PIMG
1162
Patriot Investment Management Group
Tennessee
$302K -$7.91K -128 -2%
MKA
1163
M. Kulyk & Associates
Georgia
$302K
SCA
1164
Southern Capital Advisors
Tennessee
$302K +$2.53K +41 +0.8%
SPP
1165
Single Point Partners
Massachusetts
$302K +$329K +5,327 New
FCH
1166
Freestone Capital Holdings
Washington
$301K +$43.5K +704 +15%
NJBEST
1167
New Jersey Better Educational Savings Trust
New Jersey
$300K
FIB
1168
First Interstate Bank
Montana
$296K +$323K +5,223 New
MHC
1169
Meyer Handelman Company
New York
$295K
SHFA
1170
SC&H Financial Advisors
Maryland
$294K
HA
1171
HC Advisors
Georgia
$293K +$124 +2 +0%
KCIA
1172
Kingsbury Capital Investment Advisors
Illinois
$293K +$319K +5,159 New
PIM
1173
Penobscot Investment Management
Massachusetts
$292K -$152K -2,460 -32%
CPO
1174
Cerity Partners OCIO
New York
$292K -$97K -1,570 -23%
JLBC
1175
J.L. Bainbridge & Co
Florida
$291K

TFC Hedge Fund Activity: Q1 2022 in Review

1,506 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2022, worth a combined $55B — down 3% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new TFC positions and 84 closed out — a net gain of 35 holders — while 650 added to existing stakes and 496 trimmed.

The largest buyer was American Century Companies, adding an estimated $302M. The largest seller was Capital International Investors, cutting an estimated $238M.

  • 1,506 institutional investors held Truist Financial (TFC) as of Q1 2022, up from 1,486 in Q4 2021.
  • Funds reported $55B of Truist Financial stock for Q1 2022, down 3% quarter-over-quarter.
  • 119 funds opened new Truist Financial positions in Q1 2022 and 84 closed out, a net change of +35 holders.
  • The largest Truist Financial buyer in Q1 2022 was American Century Companies, an estimated $302M added.
  • The largest Truist Financial seller in Q1 2022 was Capital International Investors, an estimated $238M sold.

Based on aggregated 13F filings for Q1 2022.