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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
TWC
1176
TD Waterhouse Canada
Ontario, Canada
$269K +$261K +4,275 New
NF
1177
NTB Financial
Colorado
$269K +$280K +4,586 New
FCH
1178
Freestone Capital Holdings
Washington
$269K +$281K +4,601 New
WJWM
1179
Williams Jones Wealth Management
New York
$268K -$20.6K -337 -7%
IWA
1180
Intercontinental Wealth Advisors
Texas
$268K -$3.79K -62 -1%
TFCP
1181
Twin Focus Capital Partners
Massachusetts
$267K +$279K +4,567 New
SIMM
1182
Stillwater Investment Management (Minnesota)
Minnesota
$266K +$2.2K +36 +0.8%
LIA
1183
LS Investment Advisors
Michigan
$265K
GWS
1184
Glassman Wealth Services
Virginia
$265K +$82.6K +1,352 +43%
BEI
1185
Benjamin Edwards Inc
Missouri
$265K +$234K +3,835 +556%
RWML
1186
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$262K +$4.58K +75 +2%
JIC
1187
Johnson Investment Counsel
Ohio
$260K +$50.7K +830 +23%
TIA
1188
Tiemann Investment Advisors
California
$259K -$3.3K -54 -1%
PWA
1189
Primoris Wealth Advisors
Florida
$259K +$270K +4,419 New
CG
1190
CFO4Life Group
Texas
$258K +$269K +4,407 New
AP
1191
Americana Partners
Texas
$256K +$268K +4,387 New
ATPW
1192
Ashton Thomas Private Wealth
Arizona
$255K +$1.04K +17 +0.4%
KA
1193
Klingman & Associates
New York
$255K -$1.65K -27 -0.6%
RPA
1194
Rock Point Advisors
Vermont
$255K
DGAM
1195
Desjardins Global Asset Management
Quebec, Canada
$255K +$267K +4,367 New
QT
1196
Quantamental Technologies
New York
$254K -$13.8K -226 -5%
KA
1197
Kovack Advisors
Florida
$254K +$29.4K +481 +12%
AG
1198
Ascent Group
Virginia
$253K +$251K +4,108 New
JFGIW
1199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K -$190K -3,112 -42%
CSWG
1200
Cardinal Strategic Wealth Guidance
Kentucky
$251K

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.