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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
B
1226
Bailard
California
$234K +$245K +4,002 New
T
1227
TOBAM
France
$233K -$46.4K -760 -16%
SHWM
1228
Smith & Howard Wealth Management
Georgia
$233K -$22.4K -366 -8%
CWM
1229
Circle Wealth Management
New Jersey
$233K +$31.8K +520 +15%
CCA
1230
Cottonwood Capital Advisors
Utah
$232K +$242K +3,956 New
AIP
1231
Almanack Investment Partners
Pennsylvania
$230K -$5.32K -87 -2%
CT
1232
Columbia Trust
Oregon
$230K
BRWM
1233
B. Riley Wealth Management
Tennessee
$230K +$12.2K +200 +5%
PCG
1234
Private Capital Group
Connecticut
$228K -$33.5K -549 -12%
KFP
1235
KB Financial Partners
New Jersey
$228K -$25.4K -416 -10%
ETC
1236
Exchange Traded Concepts
Oklahoma
$228K +$220K +3,608 +1,262%
BBW
1237
Blue Barn Wealth
Utah
$227K -$122 -2 -0.1%
BWA
1238
Burt Wealth Advisors
Maryland
$227K
CI
1239
Chartist Inc
California
$227K +$19.9K +325 +9%
FAIM
1240
Financial Advocates Investment Management
Washington
$226K -$4.15K -68 -2%
GA
1241
Geller Advisors
New York
$225K -$61 -1 -0%
CHA
1242
Carmichael Hill & Associates
Maryland
$225K
RPWA
1243
Regent Peak Wealth Advisors
Georgia
$223K +$2.2K +36 +1%
SIC
1244
Samalin Investment Counsel
New York
$221K +$11.9K +195 +5%
APP
1245
Avantax Planning Partners
Iowa
$221K +$18.8K +308 +9%
BG
1246
Bollard Group
Massachusetts
$220K +$1.83K +30 +0.8%
IAIM
1247
International Assets Investment Management
Florida
$220K +$267K +4,375 New
MFG
1248
Merit Financial Group
Georgia
$219K -$8.8K -144 -4%
RWA
1249
Ropes Wealth Advisors
Massachusetts
$219K
DA
1250
Detalus Advisors
Missouri
$219K +$228K +3,732 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.