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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
SSG
1401
Summit Securities Group
New York
$42K -$871K -14,093 -95%
EARNEST Partners
1402
EARNEST Partners
Georgia
$42K
TWM
1403
Tradition Wealth Management
Minnesota
$42K +$309 +5 +0.7%
NF
1404
Norwood Financial
Pennsylvania
$40K
DWP
1405
Destiny Wealth Partners
Florida
$37K +$247 +4 +0.6%
PCA
1406
Providence Capital Advisors
North Carolina
$36K +$30.9K +501 +55%
GWMIA
1407
Global Wealth Management Investment Advisory
Florida
$34K
MHR
1408
Matthew Hamilton Rosenberg
$34K +$62 +1 +0.2%
CSB
1409
City State Bank
Iowa
$31K
CBT
1410
CoreFirst Bank & Trust
Kansas
$31K
PFSC
1411
Peoples Financial Services Corp
Pennsylvania
$31K
FMP
1412
Financial Management Professionals
Texas
$30K -$3.95K -64 -11%
FP
1413
Financial Perspectives
Minnesota
$28.6K
CNBTD
1414
Citizens National Bank Trust Department
Mississippi
$27K -$6.18K -100 -15%
ME
1415
McIlrath & Eck
Washington
$27K
CJL
1416
Cyrus J. Lawrence
New York
$27K +$29.2K +472 New
AA
1417
Ancora Advisors
Ohio
$26K
BCMLT
1418
Beacon Capital Management LLC (Tennessee)
Tennessee
$26K +$28.1K +455 New
CWA
1419
Carolina Wealth Advisors
South Carolina
$26K +$28.4K +459 New
CTB
1420
Country Trust Bank
Illinois
$24K -$8.59K -139 -25%
CAL
1421
Capital Advisors Ltd
Ohio
$22K
TH
1422
TCTC Holdings
Texas
$22K
MCA
1423
Maryland Capital Advisors
Maryland
$21K
TFO
1424
Tarbox Family Office
California
$21K
MWM
1425
Mascoma Wealth Management
New Hampshire
$21K +$6.49K +105 +41%

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.