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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
AIM
1501
Achmea Investment Management
Netherlands
-$1.2M -20,472 Closed
SM
1502
Sciencast Management
New Jersey
-$1.07M -18,237 Closed
LOAMS
1503
Lombard Odier Asset Management (Switzerland)
Switzerland
-$757K -13,605 Closed
SIM
1504
Sentry Investment Management
Wisconsin
-$719K -12,260 Closed
EAM
1505
Erste Asset Management
Austria
-$737K -12,059 Closed
MC
1506
Maverick Capital
Texas
-$617K -10,519 Closed
LIP
1507
Liontrust Investment Partners
United Kingdom
-$601K -10,249 Closed
JF
1508
Jump Financial
Illinois
-$487K -8,302 Closed
DZ Bank
1509
DZ Bank
Germany
-$440K -7,500 Closed
GSIS
1510
Global Strategic Investment Solutions
Arizona
-$437K -7,455 Closed
VI
1511
Versor Investments
New York
-$428K -7,300 Closed
BHWM
1512
Bar Harbor Wealth Management
New Hampshire
-$426K -7,269 Closed
KPW
1513
Kore Private Wealth
New York
-$422K -7,194 Closed
CCWA
1514
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$417K -7,109 Closed
CM
1515
Capula Management
Cayman Islands
-$416K -7,092 Closed
TCM
1516
Teza Capital Management
Illinois
-$316K -5,392 Closed
PA
1517
Probity Advisors
Texas
-$304K -5,180 Closed
YWP
1518
YorkBridge Wealth Partners
New York
-$299K -5,093 Closed
SWIG
1519
Strategic Wealth Investment Group
Kentucky
-$263K -4,483 Closed
CISOA
1520
Capital Investment Services of America
Wisconsin
-$251K -4,277 Closed
AM
1521
Atwater Malick
Pennsylvania
-$251K -4,274 Closed
KCM
1522
Kendall Capital Management
Maryland
-$221K -3,774 Closed
RWP
1523
RWA Wealth Partners
Massachusetts
-$210K -3,579 Closed
LFA
1524
Landmark Financial Advisors
Kentucky
-$206K -3,537 Closed
WTB
1525
Washington Trust Bank
Washington
-$207K -3,531 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.