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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
TJHA
1451
Thomas J. Herzfeld Advisors
Florida
$13K
TFP
1452
Tilia Fiduciary Partners
North Carolina
$13K
AWM
1453
Accel Wealth Management
Iowa
$12K
APW
1454
Acima Private Wealth
Virginia
$12K
MCM
1455
Manchester Capital Management
Vermont
$12K +$3.64K +59 +40%
SC
1456
Sierra Capital
Florida
$11K -$1.05K -17 -8%
SWA
1457
SOA Wealth Advisors
New York
$11K
PA
1458
PSI Advisors
Florida
$11K +$5.81K +94 +100%
SC
1459
Siena Capital
Ohio
$11K +$12.4K +200 New
NIC
1460
Northwest Investment Counselors
Oregon
$10K
LF
1461
Lee Financial
Texas
$10K +$1.61K +26 +17%
ARIS
1462
Advanced Research Investment Solutions
California
$10K +$10.5K +170 New
CMA
1463
Cedar Mountain Advisors
Oregon
$9K
CI Investments Inc
1464
CI Investments Inc
Ontario, Canada
$9K
HCP
1465
Hexagon Capital Partners
Arkansas
$9K
KFI
1466
Key Financial Inc
Pennsylvania
$9K
AFG
1467
Albion Financial Group
Utah
$9K +$9.7K +157 New
AIP
1468
Ahrens Investment Partners
Louisiana
$8K
WFA
1469
West Financial Advisors
Iowa
$8K +$8.65K +140 New
HS
1470
Horan Securities
United States
$7K
CP
1471
Castleview Partners
Texas
$7K +$8.15K +132 New
ODG
1472
O'Dell Group
Ohio
$6K -$8.28K -134 -55%
FMB
1473
Field & Main Bank
Kentucky
$6K
CI
1474
Cordant Inc
Oregon
$6K +$6.12K +99 New
ECM
1475
Estabrook Capital Management
New York
$5.5K +$2.72K +44 +83%

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.