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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
DWM
1276
Drive Wealth Management
Utah
$206K +$215K +3,524 New
AGP
1277
Autumn Glory Partners
Texas
$206K +$215K +3,525 New
HA
1278
Harbor Advisors
Florida
$205K
WTFG
1279
Wells Trecaso Financial Group
Ohio
$205K
PWA
1280
Phoenix Wealth Advisors
North Carolina
$205K +$34.2K +560 +19%
PAI
1281
Pittenger & Anderson Inc
Nebraska
$205K +$149K +2,446 +231%
PCMC
1282
Paragon Capital Management (Colorado)
Colorado
$204K -$2.5K -41 -1%
NCM
1283
Northside Capital Management
Oregon
$204K
QTM
1284
qPULA Trading Management
New York
$204K +$213K +3,482 New
CWA
1285
Centennial Wealth Advisory
Michigan
$204K +$213K +3,488 New
KFGK
1286
Keystone Financial Group (Kentucky)
Kentucky
$203K
WTA
1287
Washington Trust Advisors
Massachusetts
$203K +$211K +3,459 New
BWAM
1288
Boyd Watterson Asset Management
Ohio
$202K -$428 -7 -0.2%
RAM
1289
Roanoke Asset Management
New Jersey
$202K
BCA
1290
Bay Colony Advisors
Massachusetts
$202K +$210K +3,444 New
KFC
1291
Klingenstein Fields & Co
New York
$201K
V
1292
VeraBank
Texas
$201K +$210K +3,440 New
BWM
1293
BerganKDV Wealth Management
Minnesota
$200K +$141K +2,315 +210%
HIA
1294
Harbor Investment Advisory
Maryland
$189K +$45.5K +744 +30%
CFD
1295
Creative Financial Designs
Indiana
$188K -$18.8K -307 -9%
CT
1296
Cambridge Trust
Massachusetts
$182K +$189K +3,098 New
NIM
1297
NuWave Investment Management
New Jersey
$180K +$188K +3,074 New
CWM
1298
CarsonAllaria Wealth Management
Illinois
$176K +$184K +3,005 New
PG
1299
Proffitt & Goodson
Tennessee
$173K
CIR
1300
Clear Investment Research
Georgia
$166K -$9.96K -163 -5%

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.