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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
MCM
1451
Manchester Capital Management
Vermont
$9K
1IA
1452
1834 Investment Advisors
Wisconsin
$9K +$9.22K +151 New
AIP
1453
Ahrens Investment Partners
Louisiana
$8K +$8.31K +136 New
HS
1454
Horan Securities
United States
$7K +$7.27K +119 New
EBA
1455
Eagle Bay Advisors
New York
$6K -$19.6K -321 -76%
FMB
1456
Field & Main Bank
Kentucky
$6K
PA
1457
PSI Advisors
Florida
$6K +$61 +1 +1%
RAM
1458
Riggs Asset Management
Pennsylvania
$4K
SMG
1459
Spectrum Management Group
Indiana
$4K
MSFP
1460
Mark Sheptoff Financial Planning
Connecticut
$4K +$4.09K +67 New
CWM
1461
Cedar Wealth Management
California
$4K +$4.15K +68 New
BBHC
1462
Brown Brothers Harriman & Co
New York
$3.15K +$329K +5,389 +11%
ECM
1463
Estabrook Capital Management
New York
$3.1K +$3.24K +53 New
LWA
1464
Lenox Wealth Advisors
New York
$3K -$3.42K -56 -50%
BHWM
1465
Bay Harbor Wealth Management
Maryland
$3K -$2.63K -43 -52%
CAM
1466
Costello Asset Management
Pennsylvania
$3K
FWM
1467
Focused Wealth Management
New York
$3K
MFA
1468
McClarren Financial Advisors
Pennsylvania
$3K +$122 +2 +4%
CAC
1469
Core Alternative Capital
Georgia
$3K +$2.63K +43 New
CCM
1470
Chilton Capital Management
Texas
$3K +$2.93K +48 New
RBC
1471
Roble Belko & Company
Pennsylvania
$3K +$3.42K +56 New
ACM
1472
Absolute Capital Management
Pennsylvania
$2.69K +$2.81K +46 New
MP
1473
McDonald Partners
Ohio
$2.69K +$2.81K +46 New
AP
1474
Atwood & Palmer
Missouri
$2K
LWA
1475
Lowe Wealth Advisors
Maryland
$2K

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.