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
TWA
1326
TCI Wealth Advisors
Arizona
$107K -$3.18K -52 -3%
MMG
1327
Monetary Management Group
Missouri
$107K
FPB
1328
First PREMIER Bank
South Dakota
$104K
ACA
1329
Atlas Capital Advisors
Wyoming
$103K
FRA
1330
Front Row Advisors
California
$103K -$428 -7 -0.4%
OAJ
1331
Ogorek Anthony Joseph
New York
$103K +$428 +7 +0.4%
MRCM
1332
M&R Capital Management
New Jersey
$97K
HF
1333
Halpern Financial
Virginia
$89.7K -$11.8K -193 -11%
AF
1334
Arrow Financial
New York
$89K -$47.5K -777 -34%
COCM
1335
Charter Oak Capital Management
New Hampshire
$88K
PWC
1336
PYA Waltman Capital
Tennessee
$88K +$91.5K +1,497 New
AG
1337
AIA Group
Hong Kong
$84K +$87.4K +1,430 New
MIM
1338
Macroview Investment Management
Maryland
$81K
MFC
1339
Mechanics Financial Corp
Ohio
$81K +$84K +1,375 New
FAG
1340
Fortitude Advisory Group
Washington
$81K +$84.3K +1,380 New
MTIC
1341
Missouri Trust & Investment Company
Missouri
$80K +$83.6K +1,369 New
ASBI
1342
American State Bank (Iowa)
Iowa
$75.8K
EW
1343
Evoke Wealth
California
$75K -$51.9K -849 -40%
HCM
1344
Highlander Capital Management
New Jersey
$75K
CAM
1345
CenterStar Asset Management
Illinois
$74K
AWM
1346
AllSquare Wealth Management
New York
$73K -$8.25K -135 -10%
CAL
1347
Capital Analysts LLC
Pennsylvania
$72K
FMTCOCP
1348
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$72K +$13.3K +218 +22%
CF
1349
Concorde Financial
Texas
$72K +$70.6K +1,156 New
VCM
1350
Versant Capital Management
Arizona
$70K

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.