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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
NFSG
1476
Newbridge Financial Services Group
Florida
$5K -$37K -599 -86%
GKIM
1477
GW&K Investment Management
Massachusetts
$5K +$5.74K +93 New
JFA
1478
JNBA Financial Advisors
Minnesota
$4K -$13.9K -225 -78%
CWM
1479
Cedar Wealth Management
California
$4K
MSFP
1480
Mark Sheptoff Financial Planning
Connecticut
$4K
LWA
1481
Lenox Wealth Advisors
New York
$4K +$803 +13 +23%
IFAM
1482
Institutional & Family Asset Management
Colorado
$4K +$3.95K +64 New
PP
1483
PrairieView Partners
Minnesota
$4K +$4.69K +76 New
RAM
1484
Riggs Asset Management
Pennsylvania
$3K
SMG
1485
Spectrum Management Group
Indiana
$3K
SIC
1486
SJS Investment Consulting
Ohio
$3K +$3.03K +49 New
DI
1487
Disciplined Investments
Oklahoma
$3K +$3.64K +59 New
ONST
1488
Old North State Trust
North Carolina
$2.74K -$3.45M -55,854 -100%
MFA
1489
McClarren Financial Advisors
Pennsylvania
$2K -$62 -1 -2%
BHWM
1490
Bay Harbor Wealth Management
Maryland
$2K
LWA
1491
Lowe Wealth Advisors
Maryland
$2K
FWM
1492
Focused Wealth Management
New York
$2K +$62 +1 +2%
AA
1493
Addison Advisors
Vermont
$2K +$309 +5 +15%
Loomis, Sayles & Company
1494
Loomis, Sayles & Company
Massachusetts
$2K +$1.85K +30 New
JSAM
1495
J. Safra Asset Management
New York
$2K +$7.97K +129 New
RIM
1496
Rockbridge Investment Management
New York
$1.88K
NDSI
1497
Newman Dignan & Sheerar Inc
Rhode Island
$1.52K -$5.5K -89 -0.3%
ACK
1498
Andrew C. Karlinski
$1K
TFM
1499
TFC Financial Management
Massachusetts
$1K
TFGT
1500
TS Financial Group (TSFG)
Illinois
$1K +$62 +1 +4%

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.