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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
BBA
1526
Braun-Bostich & Associates
Pennsylvania
-$442K -6,760 Closed
NICM
1527
Neo Ivy Capital Management
New York
-$359K -6,126 Closed
EWM
1528
EPG Wealth Management
Georgia
-$350K -5,984 Closed
WPA
1529
Winning Points Advisors
Florida
-$277K -5,645 Closed
AIM
1530
Aigen Investment Management
New York
-$314K -5,260 Closed
MF
1531
Manchester Financial
California
-$278K -4,745 Closed
VF
1532
Virtu Financial
New York
-$274K -4,681 Closed
AII
1533
AGF Investments Inc
Ontario, Canada
-$271K -4,627 Closed
AP
1534
Americana Partners
Texas
-$256K -4,387 Closed
IAIM
1535
International Assets Investment Management
Florida
-$220K -4,375 Closed
QT
1536
Quantamental Technologies
New York
-$254K -4,331 Closed
RP
1537
Riverwater Partners
Wisconsin
-$243K -4,149 Closed
DW
1538
Domani Wealth
Pennsylvania
-$240K -4,106 Closed
BHWM
1539
Beaird Harris Wealth Management
Texas
-$240K -4,104 Closed
BBW
1540
Blue Barn Wealth
Utah
-$227K -3,885 Closed
RWA
1541
Ropes Wealth Advisors
Massachusetts
-$219K -3,736 Closed
PP
1542
Patron Partners
Texas
-$211K -3,612 Closed
CC
1543
Chicago Capital
Illinois
-$211K -3,600 Closed
GIP
1544
Greatmark Investment Partners
Georgia
-$211K -3,596 Closed
RAM
1545
Redmond Asset Management
Virginia
-$209K -3,565 Closed
AA
1546
Apriem Advisors
California
-$208K -3,557 Closed
BWFA
1547
Baltimore-Washington Financial Advisors
Maryland
-$207K -3,537 Closed
DWM
1548
Destination Wealth Management
California
-$207K -3,528 Closed
AGP
1549
Autumn Glory Partners
Texas
-$206K -3,525 Closed
CWM
1550
CCG Wealth Management
California
-$206K -3,525 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.