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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
ANBT
1351
American National Bank & Trust
Texas
$70K +$6.96K +114 +11%
PMFA
1352
Plante Moran Financial Advisors
Michigan
$67K -$56.2K -920 -44%
CWS
1353
Confluence Wealth Services
Pennsylvania
$67K +$70.6K +1,155 New
PCTC
1354
Perkins Coie Trust Company
Washington
$66K
EA
1355
Evolution Advisers
Virginia
$65K +$68.2K +1,116 New
MA
1356
MUFG Americas
New York
$64K -$13.4K -220 -17%
FFC
1357
First Financial Corp
Indiana
$64K
LWCFA
1358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K
BAM
1359
Barrett Asset Management
New York
$64K +$11.4K +186 +21%
CWM
1360
Curi Wealth Management
North Carolina
$61K +$64.3K +1,052 New
ACM
1361
Antonetti Capital Management
Florida
$60K +$61.5K +1,006 +4,024%
KTC
1362
Kistler-Tiffany Companies
Pennsylvania
$59K
PB
1363
Pinnacle Bancorp
Nebraska
$59K
C
1364
Covestor
United Kingdom
$55K +$57.7K +945 New
FFWM
1365
Future Financial Wealth Management
Ohio
$54K +$55K +900 New
SFO
1366
Standard Family Office
South Dakota
$54K +$56.8K +930 New
PCA
1367
Providence Capital Advisors
North Carolina
$53K -$4.28M -70,121 -99%
CCA
1368
Column Capital Advisors
Indiana
$53K -$611 -10 -1%
FPFS
1369
First Personal Financial Services
North Carolina
$53K
SCM
1370
Sirios Capital Management
Massachusetts
$51K -$16K -262 -23%
CFG
1371
CKW Financial Group
Hawaii
$50K
SC
1372
Solstein Capital
California
$50K
HFM
1373
Harvest Fund Management
China
$49K
HR
1374
Howe & Rusling
New York
$49K
WWM
1375
Wolff Wiese Magana
California
$49K

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.