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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
LPP
1426
Life Planning Partners
Florida
$20K
PSB
1427
Piscataqua Savings Bank
New Hampshire
$20K
BLC
1428
Brown, Lisle/Cummings
Rhode Island
$19.6K
GCA
1429
Greenwood Capital Associates
South Carolina
$19K -$1.56M -25,300 -99%
GWSG
1430
GPS Wealth Strategies Group
Colorado
$19K
PK
1431
Pflug Koory
Nebraska
$19K
WB
1432
Webster Bank
Connecticut
$19K
BWM
1433
Baystate Wealth Management
Massachusetts
$19K +$124 +2 +0.6%
CYG
1434
Clean Yield Group
Vermont
$18K -$117K -1,889 -86%
BAM
1435
Baldrige Asset Management
Pennsylvania
$18K
UAML
1436
US Asset Management LLC
Pennsylvania
$18K +$19.8K +320 New
WWP
1437
WR Wealth Planners
Missouri
$17.9K +$19.5K +316 New
CWM
1438
Cranbrook Wealth Management
Michigan
$17K
PWMG
1439
Prestige Wealth Management Group
New Jersey
$17K
BA
1440
Bellwether Advisors
Nebraska
$16K
CIA
1441
Cascade Investment Advisors
Oregon
$15.7K
SC
1442
Schubert & Co
Texas
$15K +$14.2K +230 +676%
DWA
1443
Delos Wealth Advisors
Texas
$14K -$16.7K -270 -52%
TSWM
1444
Tyler-Stone Wealth Management
Ohio
$14K -$1.79K -29 -10%
GTAM
1445
Global Trust Asset Management
Florida
$14K
PO
1446
Private Ocean
California
$14K +$62 +1 +0.4%
MBFW
1447
Morton Brown Family Wealth
Pennsylvania
$14K +$124 +2 +0.8%
MGIM
1448
M&G Investment Management
United Kingdom
$13.6K -$10.2M -165,195 -41%
SGAM
1449
Smith Group Asset Management
Texas
$13K -$803 -13 -5%
FCMT
1450
Founders Capital Management (Texas)
Texas
$13K

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.