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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
DA
1301
DSC Advisors
Illinois
$208K +$226K +3,664 New
Members Trust
1302
Members Trust
Florida
$207K -$35.8K -580 -14%
APP
1303
Avantax Planning Partners
Iowa
$207K -$7.72K -125 -3%
SWM
1304
Silverlake Wealth Management
Vermont
$207K -$4.14K -67 -2%
TP
1305
Tranquility Partners
Tennessee
$205K +$6.18K +100 +3%
OMC
1306
Old Mission Capital
Illinois
$205K +$223K +3,607 New
PR
1307
Payden & Rygel
California
$204K -$18.1M -293,100 -99%
PCMC
1308
Paragon Capital Management (Colorado)
Colorado
$204K +$7.23K +117 +3%
CI
1309
CX Institutional
Indiana
$204K +$222K +3,597 New
GMA
1310
Glassy Mountain Advisors
Maryland
$203K
T
1311
TRUADVICE
Florida
$202K -$494 -8 -0.2%
KFP
1312
KB Financial Partners
New Jersey
$201K -$22.2K -359 -9%
RF
1313
Rollins Financial
Georgia
$201K +$219K +3,551 New
KMWM
1314
Keudell/Morrison Wealth Management
Oregon
$200K +$218K +3,529 New
RT
1315
Rockland Trust
Massachusetts
$200K +$218K +3,535 New
UCB
1316
United Community Bank
South Carolina
$190K +$47.6K +770 +30%
WTA
1317
Washington Trust Advisors
Massachusetts
$185K -$12.4K -200 -6%
CFD
1318
Creative Financial Designs
Indiana
$182K
T
1319
TOBAM
France
$178K -$52.6K -852 -21%
FF
1320
FourThought Financial
Florida
$177K +$148K +2,400 +337%
CWM
1321
CarsonAllaria Wealth Management
Illinois
$172K +$1.3K +21 +0.7%
HIA
1322
Harbor Investment Advisory
Maryland
$170K -$13.5K -218 -7%
PG
1323
Proffitt & Goodson
Tennessee
$168K
JWA
1324
JFS Wealth Advisors
Pennsylvania
$168K +$12.2K +198 +7%
AF
1325
Allworth Financial
California
$162K -$45K -728 -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.