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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
AIP
1276
Almanack Investment Partners
Pennsylvania
$223K
BFS
1277
Bradley Foster & Sargent
Connecticut
$222K +$242K +3,917 New
RPWA
1278
Regent Peak Wealth Advisors
Georgia
$221K +$4.63K +75 +2%
SWA
1279
SFMG Wealth Advisors
Texas
$221K +$9.64K +156 +4%
MP
1280
McDonald Partners
Ohio
$221K +$238K +3,848 +8,365%
CC
1281
Centiva Capital
New York
$220K -$957K -15,501 -80%
MI
1282
Moneywise Inc
Virginia
$220K +$240K +3,887 New
CI
1283
Chartist Inc
California
$220K
BWA
1284
Burt Wealth Advisors
Maryland
$219K
CHA
1285
Carmichael Hill & Associates
Maryland
$218K
CS
1286
Capital Square
Tennessee
$217K +$237K +3,830 New
TA
1287
TrueWealth Advisors
Alabama
$216K
CPA
1288
Court Place Advisors
Maryland
$215K -$570K -9,229 -71%
FUBT
1289
First United Bank & Trust
Maryland
$215K -$12.7K -205 -5%
BG
1290
Bollard Group
Massachusetts
$215K +$1.79K +29 +0.8%
KIA
1291
KCM Investment Advisors
California
$215K +$234K +3,796 New
GA
1292
Geller Advisors
New York
$214K -$4.08K -66 -2%
DWM
1293
Drive Wealth Management
Utah
$214K +$15.1K +245 +7%
MWP
1294
Meridian Wealth Partners
Pennsylvania
$213K +$233K +3,766 New
DA
1295
Detalus Advisors
Missouri
$212K
WF
1296
Warner Financial
Maryland
$212K
ATPW
1297
Ashton Thomas Private Wealth
Arizona
$211K -$39.2K -635 -15%
CWM
1298
Cahaba Wealth Management
Georgia
$211K +$271K +4,380 New
MGI
1299
MayTech Global Investments
New York
$210K
WI
1300
Wedgewood Investors
Pennsylvania
$210K

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.