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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
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.9M -$1.56M -25,506 -3%
Public Sector Pension Investment Board (PSP Investments)
102
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$48.2M -$41.6M -681,184 -45%
ZIM
103
Zacks Investment Management
Illinois
$46.9M +$931K +15,240 +2%
Swedbank
104
Swedbank
Sweden
$46.8M -$300K -4,913 -0.6%
Rafferty Asset Management
105
Rafferty Asset Management
New York
$46.4M +$3.16M +51,648 +7%
LPL Financial
106
LPL Financial
California
$46.2M +$4.24M +69,347 +10%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$46.2M +$11.8M +193,620 +33%
SO
108
STRS Ohio
Ohio
$46.1M -$629K -10,299 -1%
Toronto Dominion Bank
109
Toronto Dominion Bank
Ontario, Canada
$45.8M +$6.64M +108,755 +16%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$44.8M -$929K -15,207 -2%
SEI Investments
111
SEI Investments
Pennsylvania
$44.3M +$5.24M +85,808 +13%
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$44.1M +$8.15M +133,329 +22%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$43.8M -$3.02M -49,395 -6%
RCM
114
RNC Capital Management
California
$43.6M +$7.03K +115 +0%
CGPCS
115
Capital Group Private Client Services
California
$43.4M -$10.2M -166,908 -18%
RCAMU
116
Rothschild & Co Asset Management US
Connecticut
$43.1M -$186K -3,049 -0.4%
SAM
117
Storebrand Asset Management
Norway
$42.9M -$87.9K -1,438 -0.2%
LBA
118
Letko, Brosseau & Associates
Quebec, Canada
$42.5M -$813K -13,315 -2%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$41.3M -$1.09M -17,857 -2%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$41M +$28.9M +473,145 +208%
CCMG
121
Clark Capital Management Group
Pennsylvania
$40.5M +$1.25M +20,449 +3%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$40.1M +$276K +4,511 +0.7%
Asset Management One
123
Asset Management One
Japan
$39.9M -$942K -15,423 -2%
SIC
124
Schwartz Investment Counsel
Michigan
$39.9M
PAMS
125
Pictet Asset Management (Switzerland)
Switzerland
$39.1M -$2.52M -41,169 -6%

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.