We are live on ! Find out more
TFC icon

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
MAM
1501
Marquette Asset Management
Minnesota
$1K +$741 +12 New
GA
1502
GoalVest Advisory
New York
$1K +$865 +14 New
GFPC
1503
Global Financial Private Client
Florida
$885
SLWS
1504
Swaine & Leidel Wealth Services
Florida
$270 +$16.7K +270 New
WIM
1505
Westside Investment Management
California
$60
CCMG
1506
Clark Capital Management Group
Pennsylvania
-$40.5M -691,890 Closed
CA
1507
Capitolis Advisors
New York
-$26M -444,049 Closed
GC
1508
Gillson Capital
Illinois
-$12.1M -206,238 Closed
Balyasny Asset Management
1509
Balyasny Asset Management
Illinois
-$9.36M -159,906 Closed
SM
1510
Soapstone Management
Maryland
-$4.03M -68,750 Closed
Capstone Investment Advisors
1511
Capstone Investment Advisors
New York
-$4.17M -67,485 Closed
SFM
1512
Signet Financial Management
New Jersey
-$2.5M -42,631 Closed
WG
1513
Watchman Group
Texas
-$2.29M -39,133 Closed
SM
1514
SG3 Management
Puerto Rico
-$2.05M -35,000 Closed
SSA
1515
Schonfeld Strategic Advisors
New York
-$1.28M -21,959 Closed
TI
1516
Trexquant Investment
Connecticut
-$1.23M -20,918 Closed
PDN
1517
Pensionfund DSM Netherlands
Netherlands
-$1.17M -20,000 Closed
HWIS
1518
Hancock Whitney Investment Services
Louisiana
-$813K -13,764 Closed
MWM
1519
Marietta Wealth Management
Georgia
-$650K -11,094 Closed
MPM
1520
MBB Public Markets
Illinois
-$622K -10,631 Closed
EN1L
1521
Engine No 1 LLC
California
-$535K -9,136 Closed
CIM
1522
Contravisory Investment Management
Massachusetts
-$442K -7,541 Closed
SCM
1523
Stevens Capital Management
Pennsylvania
-$427K -7,291 Closed
CWM
1524
Congress Wealth Management
Massachusetts
-$424K -7,247 Closed
AWM
1525
Affinity Wealth Management
Delaware
-$442K -6,760 Closed

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.