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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
RIM
1476
Rockbridge Investment Management
New York
$2K
AA
1477
Addison Advisors
Vermont
$2K +$2.08K +34 New
SC
1478
Schubert & Co
Texas
$2K +$2.08K +34 New
TFM
1479
TFC Financial Management
Massachusetts
$1K
TFGT
1480
TS Financial Group (TSFG)
Illinois
$1K
ACK
1481
Andrew C. Karlinski
$1K +$1.04K +17 New
GFPC
1482
Global Financial Private Client
Florida
$937
WA
1483
WestEnd Advisors
North Carolina
$936 +$978 +16 New
RTC
1484
Riverview Trust Company
Washington
$298 -$42.3K -693 -12%
FCT
1485
First Community Trust
Iowa
$117 +$122 +2 New
WIM
1486
Westside Investment Management
California
$62
PCM
1487
PAR Capital Management
Massachusetts
-$39.6M -675,000 Closed
CC
1488
Carlson Capital
Texas
-$24.6M -419,963 Closed
ACI
1489
AMP Capital Investors
Australia
-$23.6M -401,536 Closed
IWA
1490
IBEX Wealth Advisors
New Jersey
-$5.76M -98,284 Closed
SEC
1491
Seven Eight Capital
New York
-$4.13M -70,333 Closed
BIMC
1492
Benson Investment Management Company
Virginia
-$3.68M -62,765 Closed
AIMCA
1493
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.65M -62,200 Closed
WI
1494
WBI Investments
New Jersey
-$3.3M -58,319 Closed
DA
1495
Duality Advisers
Florida
-$2.92M -49,801 Closed
AI
1496
AXS Investments
New York
-$2.48M -42,371 Closed
MA
1497
MCF Advisors
Kentucky
-$1.9M -32,453 Closed
FC
1498
FORA Capital
Florida
-$1.86M -31,732 Closed
Loomis, Sayles & Company
1499
Loomis, Sayles & Company
Massachusetts
-$1.72M -29,342 Closed
GRP
1500
Global Retirement Partners
California
-$1.45M -24,642 Closed

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.