We are live on ! Find out more
TFC icon

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
MYLI
1251
Meiji Yasuda Life Insurance
Japan
$237K +$259K +4,186 New
NC
1252
NovaPoint Capital
Georgia
$236K +$62 +1 +0%
LWM
1253
Lyell Wealth Management
California
$236K +$257K +4,164 New
CAMV
1254
Concord Asset Management (Virginia)
Virginia
$236K -$27.7K -448 -10%
RFA
1255
Resurgent Financial Advisors
Georgia
$234K +$255K +4,126 New
MCWS
1256
McKinley Carter Wealth Services
West Virginia
$233K -$180K -2,913 -41%
DGAM
1257
Desjardins Global Asset Management
Quebec, Canada
$233K -$15.4K -250 -6%
B
1258
Bailard
California
$233K +$6.92K +112 +3%
EWM
1259
Empirical Wealth Management
Washington
$233K +$35.1K +569 +16%
PWP
1260
Principle Wealth Partners
Connecticut
$232K
TAM
1261
Townsend Asset Management
North Carolina
$230K +$494 +8 +0.2%
LCM
1262
Liberty Capital Management
Michigan
$229K
PWM
1263
Perigon Wealth Management
California
$229K +$250K +4,041 New
MRCM
1264
M&R Capital Management
New Jersey
$228K +$145K +2,355 +141%
WAM
1265
Worth Asset Management
Texas
$228K +$303K +4,913 New
MHIC
1266
Marble Harbor Investment Counsel
Massachusetts
$227K
SF
1267
SBK Financial
Virginia
$227K
CWM
1268
Circle Wealth Management
New Jersey
$227K +$1.48K +24 +0.6%
PCG
1269
Private Capital Group
Connecticut
$227K +$7.04K +114 +3%
CT
1270
Chicago Trust
Illinois
$227K +$248K +4,009 New
DOA
1271
D'Orazio & Associates
Virginia
$225K -$1.67K -27 -0.7%
SHWM
1272
Smith & Howard Wealth Management
Georgia
$225K
PAI
1273
Pittenger & Anderson Inc
Nebraska
$225K +$28.7K +464 +13%
CCA
1274
Cottonwood Capital Advisors
Utah
$224K
BRWM
1275
B. Riley Wealth Management
Tennessee
$224K +$1.61K +26 +0.7%

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.