We are live on ! Find out more
TFC icon

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
SWA
1251
SFMG Wealth Advisors
Texas
$219K +$228K +3,736 New
SWM
1252
Silverlake Wealth Management
Vermont
$217K +$227K +3,714 New
WI
1253
Wedgewood Investors
Pennsylvania
$217K -$26.6K -436 -11%
MGI
1254
MayTech Global Investments
New York
$217K -$20.2K -330 -8%
TA
1255
TrueWealth Advisors
Alabama
$216K +$7.58K +124 +3%
CCC
1256
Crescent Capital Consulting
Louisiana
$215K
LAS
1257
LWM Advisory Services
Florida
$215K +$224K +3,671 New
WF
1258
Warner Financial
Maryland
$215K +$225K +3,675 New
PP
1259
Patron Partners
Texas
$211K -$122 -2 -0.1%
CC
1260
Chicago Capital
Illinois
$211K
GIP
1261
Greatmark Investment Partners
Georgia
$211K +$733 +12 +0.3%
GMA
1262
Glassy Mountain Advisors
Maryland
$210K +$219K +3,586 New
RAM
1263
Redmond Asset Management
Virginia
$209K +$6.84K +112 +3%
AF
1264
Allworth Financial
California
$209K +$32.1K +526 +17%
SW
1265
SVB Wealth
Massachusetts
$208K -$472K -7,719 -69%
AA
1266
Apriem Advisors
California
$208K +$2.32K +38 +1%
EWM
1267
Empirical Wealth Management
Washington
$208K +$217K +3,544 New
DWM
1268
Destination Wealth Management
California
$207K +$216K +3,528 New
BWFA
1269
Baltimore-Washington Financial Advisors
Maryland
$207K +$216K +3,537 New
FA
1270
Fermata Advisors
California
$206K -$11.5K -189 -5%
CWM
1271
CCG Wealth Management
California
$206K
PAM
1272
Private Asset Management
California
$206K
SIM
1273
SSI Investment Management
California
$206K
TP
1274
Tranquility Partners
Tennessee
$206K
WPW
1275
Warther Private Wealth
Ohio
$206K

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.