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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
PWA
1226
Primoris Wealth Advisors
Florida
$251K
KA
1227
Klingman & Associates
New York
$251K +$4.57K +74 +2%
QCM
1228
Quantinno Capital Management
New York
$251K +$14.5K +234 +6%
LIA
1229
LS Investment Advisors
Michigan
$250K -$7.78K -126 -3%
CG
1230
CFO4Life Group
Texas
$250K +$556 +9 +0.2%
WA
1231
Waverly Advisors
Alabama
$250K +$618 +10 +0.2%
CCA
1232
Childress Capital Advisors
Texas
$248K +$269K +4,348 New
RPA
1233
Rock Point Advisors
Vermont
$247K
CC
1234
Commons Capital
Massachusetts
$245K +$113K +1,836 +74%
TIA
1235
Tiemann Investment Advisors
California
$243K -$8.4K -136 -3%
CSWG
1236
Cardinal Strategic Wealth Guidance
Kentucky
$243K
IC
1237
Intersect Capital
California
$242K -$24.2K -392 -8%
PWMAG
1238
Pinnacle Wealth Management Advisory Group
New Jersey
$242K
CPA
1239
Capital Planning Advisors
California
$242K +$679 +11 +0.3%
MCM
1240
MV Capital Management
Maryland
$242K +$5.56K +90 +2%
TFA
1241
Teamwork Financial Advisors
Texas
$242K +$263K +4,263 New
BCM
1242
Breiter Capital Management
Florida
$241K -$36.3K -588 -12%
EWA
1243
ERTS Wealth Advisors
Michigan
$241K -$2.35K -38 -0.9%
GIM
1244
Guild Investment Management
California
$241K
SW
1245
SVB Wealth
Massachusetts
$240K +$42.4K +686 +19%
PM
1246
Parametrica Management
Hong Kong
$239K +$260K +4,217 New
CM
1247
Capital Management
Virginia
$238K
HI
1248
Hudock Inc
Pennsylvania
$237K -$30.7K -497 -11%
JIC
1249
Johnson Investment Counsel
Ohio
$237K -$15.5K -251 -6%
CWA
1250
Centennial Wealth Advisory
Michigan
$237K +$42.3K +685 +20%

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.