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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
TSWM
1426
Tyler-Stone Wealth Management
Ohio
$16K +$17K +279 New
MWM
1427
Mascoma Wealth Management
New Hampshire
$15K -$15.8K -259 -50%
GTAM
1428
Global Trust Asset Management
Florida
$15K
MBFW
1429
Morton Brown Family Wealth
Pennsylvania
$15K +$15.5K +253 New
ODG
1430
O'Dell Group
Ohio
$14K
SGAM
1431
Smith Group Asset Management
Texas
$14K +$1.22K +20 +9%
TFP
1432
Tilia Fiduciary Partners
North Carolina
$14K +$14.5K +238 New
PO
1433
Private Ocean
California
$14K +$15.1K +247 New
AWM
1434
Accel Wealth Management
Iowa
$13K
FCMT
1435
Founders Capital Management (Texas)
Texas
$13K
TJHA
1436
Thomas J. Herzfeld Advisors
Florida
$13K
APW
1437
Acima Private Wealth
Virginia
$12K
TC
1438
Truvestments Capital
Florida
$12K
SC
1439
Sierra Capital
Florida
$12K +$12.4K +203 New
VRS
1440
Virginia Retirement Systems
Virginia
$11.4K
MG
1441
MilWealth Group
Wisconsin
$11.1K
SWA
1442
SOA Wealth Advisors
New York
$11K
TCWM
1443
Total Clarity Wealth Management
Illinois
$11K +$2.32K +38 +26%
NIC
1444
Northwest Investment Counselors
Oregon
$11K +$11K +180 New
AWMS
1445
Advocacy Wealth Management Services
Georgia
$10K
CMA
1446
Cedar Mountain Advisors
Oregon
$10K
CI Investments Inc
1447
CI Investments Inc
Ontario, Canada
$10K
HCP
1448
Hexagon Capital Partners
Arkansas
$10K
LF
1449
Lee Financial
Texas
$9K -$183 -3 -2%
KFI
1450
Key Financial Inc
Pennsylvania
$9K

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.