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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
WP
1526
WealthSource Partners
California
-$206K -3,516 Closed
WP
1527
WMS Partners
Maryland
-$203K -3,456 Closed
KMWM
1528
Keudell/Morrison Wealth Management
Oregon
-$202K -3,451 Closed
CHA
1529
Cooper/Haims Advisors
New York
-$202K -3,447 Closed
CPC
1530
Consolidated Planning Corp
Georgia
-$183K -3,121 Closed
CI
1531
CX Institutional
Indiana
-$180K -3,065 Closed
RCA
1532
Ranch Capital Advisors
Florida
-$114K -1,944 Closed
Walleye Trading
1533
Walleye Trading
New York
-$97.2K -1,591 Closed
LWM
1534
Liberty Wealth Management
California
-$89K -1,464 Closed
HA
1535
Herold Advisors
New York
-$78K -1,343 Closed
CWA
1536
Clearview Wealth Advisors
Oregon
-$53K -900 Closed
SFP
1537
Sterling Financial Planning
New Jersey
-$44K -756 Closed
EWA
1538
Evolution Wealth Advisors
Florida
-$42K -721 Closed
RE
1539
RBC Europe
United Kingdom
-$37.9K -647 Closed
KIG
1540
Kowal Investment Group
Wisconsin
-$37K -628 Closed
RVM
1541
Robinson Value Management
Texas
-$34K -587 Closed
TVWM
1542
Tower View Wealth Management
Wisconsin
-$29K -500 Closed
RA
1543
Resolute Advisors
California
-$22K -375 Closed
UAML
1544
US Asset Management LLC
Pennsylvania
-$19K -320 Closed
AIC
1545
Archer Investment Corporation
Indiana
-$18.3K -312 Closed
UFF
1546
USA Financial Formulas
Michigan
-$16.1K -263 -97%
PWM
1547
Prentice Wealth Management
New York
-$15K -259 Closed
LS
1548
Leelyn Smith
Illinois
-$15K -250 Closed
IF
1549
Ironwood Financial
Arizona
-$12K -210 Closed
TCWA
1550
Ten Capital Wealth Advisors
Washington
-$12K -200 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.