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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
SM
1176
Sciencast Management
New Jersey
$291K +$327K +5,292 New
DCM
1177
Dupont Capital Management
Delaware
$290K -$23.2K -376 -7%
BWM
1178
Buckley Wealth Management
Nevada
$290K +$316K +5,123 New
OIA
1179
Optimum Investment Advisors
Illinois
$289K -$18.5K -300 -6%
AA
1180
AlphaMark Advisors
Kentucky
$288K
SWA
1181
Sutton Wealth Advisors
Florida
$287K +$803 +13 +0.3%
TFA
1182
Toth Financial Advisory
Virginia
$287K
FAIM
1183
Financial Advocates Investment Management
Washington
$287K +$77.5K +1,254 +33%
SIC
1184
Samalin Investment Counsel
New York
$287K +$79.9K +1,293 +34%
MFG
1185
Merit Financial Group
Georgia
$283K +$77.2K +1,250 +33%
MW
1186
MBL Wealth
North Carolina
$281K +$307K +4,964 New
AW
1187
Alaethes Wealth
Nevada
$280K
HPIA
1188
Hamilton Point Investment Advisors
North Carolina
$279K -$115K -1,858 -27%
SA
1189
Stewardship Advisors
Pennsylvania
$278K
LAS
1190
LWM Advisory Services
Florida
$277K +$75.4K +1,221 +33%
TAM
1191
Tocqueville Asset Management
New York
$276K
WJWM
1192
Williams Jones Wealth Management
New York
$275K +$16.6K +268 +6%
HFP
1193
Holistic Financial Partners
Indiana
$274K -$58.5K -947 -16%
CCM
1194
Carderock Capital Management
Maryland
$274K +$6.18K +100 +2%
PFGIA
1195
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$4.14K -67 -1%
EM
1196
Excalibur Management
Massachusetts
$272K -$2.04K -33 -0.7%
ECML
1197
Eagle Capital Management (Louisiana)
Louisiana
$272K
PP
1198
Paloma Partners
Connecticut
$270K -$2.16M -34,989 -88%
SHFP
1199
Second Half Financial Partners
Florida
$270K +$286K +4,638 New
SWIG
1200
Strategic Wealth Investment Group
Kentucky
$270K +$294K +4,754 New

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.