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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
PWMAG
1201
Pinnacle Wealth Management Advisory Group
New Jersey
$250K +$260K +4,263 New
CPA
1202
Capital Planning Advisors
California
$249K
GIM
1203
Guild Investment Management
California
$249K
WSC
1204
Wellington Shields & Co
New York
$249K +$30.5K +500 +13%
Members Trust
1205
Members Trust
Florida
$248K
EWA
1206
ERTS Wealth Advisors
Michigan
$247K +$2.81K +46 +1%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$246K -$1.04K -17 -0.4%
CM
1208
Capital Management
Virginia
$246K
QCM
1209
Quantinno Capital Management
New York
$246K +$256K +4,196 New
NW
1210
NewEdge Wealth
Pennsylvania
$245K +$256K +4,190 New
NC
1211
NovaPoint Capital
Georgia
$244K -$7.88K -129 -3%
MCM
1212
MV Capital Management
Maryland
$244K +$38.1K +623 +18%
RP
1213
Riverwater Partners
Wisconsin
$243K +$253K +4,149 New
AAP
1214
Arax Advisory Partners
Colorado
$241K +$39.3K +644 +19%
WFI
1215
West Family Investments
California
$240K -$4.09K -67 -2%
PWP
1216
Principle Wealth Partners
Connecticut
$240K +$14.9K +244 +6%
BHWM
1217
Beaird Harris Wealth Management
Texas
$240K +$251K +4,104 New
DW
1218
Domani Wealth
Pennsylvania
$240K +$251K +4,106 New
TAM
1219
Townsend Asset Management
North Carolina
$237K -$91.2K -1,492 -27%
LCM
1220
Liberty Capital Management
Michigan
$236K +$247K +4,036 New
FUBT
1221
First United Bank & Trust
Maryland
$234K -$14.1K -230 -5%
MHIC
1222
Marble Harbor Investment Counsel
Massachusetts
$234K
SFI
1223
SPC Financial Inc
Maryland
$234K
DOA
1224
D'Orazio & Associates
Virginia
$234K +$6.11K +100 +3%
SF
1225
SBK Financial
Virginia
$234K +$244K +4,000 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.