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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
DRZID
126
DePrince Race & Zollo Inc (DRZ)
Florida
$38.5M -$337K -5,515 -0.8%
KCM
127
Kornitzer Capital Management
Kansas
$38.5M -$397K -6,505 -1%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$37.9M -$28.6M -467,459 -42%
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$37.8M +$7.79M +127,430 +25%
AIM
130
Avity Investment Management
Connecticut
$37.6M +$335K +5,476 +0.9%
VDI
131
Vaughan David Investments
Illinois
$37.1M +$429K +7,024 +1%
NIPH
132
NN Investment Partners Holdings
Netherlands
$36.9M +$1.47M +24,131 +4%
KBC Group
133
KBC Group
Belgium
$36.9M -$78.2M -1,279,937 -67%
Mitsubishi UFJ Asset Management
134
Mitsubishi UFJ Asset Management
Japan
$36.7M +$5.01M +81,996 +16%
Millennium Management
135
Millennium Management
New York
$36.2M +$20.8M +339,699 +122%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$35.5M -$177K -2,889 -0.5%
BNP Paribas Asset Management
137
BNP Paribas Asset Management
France
$35.5M -$3.45M -56,406 -9%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$34.5M +$135K +2,210 +0.4%
RRAM
139
River Road Asset Management
Kentucky
$34.2M -$4.1M -67,112 -10%
GHA
140
GW Henssler & Associates
Georgia
$33.5M +$328K +5,368 +0.9%
TD Asset Management
141
TD Asset Management
Ontario, Canada
$33.2M -$2.53M -41,459 -7%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$33M +$1.27M +20,861 +4%
FWIA
143
Fort Washington Investment Advisors
Ohio
$32.9M +$42.3K +692 +0.1%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$32.8M +$1.89M +30,981 +6%
Commonwealth Equity Services
145
Commonwealth Equity Services
Massachusetts
$32.4M +$2.73M +44,766 +9%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$31.6M -$1.13M -18,423 -3%
O
147
Ossiam
France
$31M +$6.32M +103,409 +24%
US Bancorp
148
US Bancorp
Minnesota
$30.2M +$2.81M +45,920 +10%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$28.7M +$8.82M +144,397 +42%
OAM
150
Oppenheimer Asset Management
New York
$28.6M +$982K +16,073 +3%

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.