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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
FA
1551
Fermata Advisors
California
-$206K -3,516 Closed
PAM
1552
Private Asset Management
California
-$206K -3,511 Closed
HA
1553
Harbor Advisors
Florida
-$205K -3,500 Closed
WTFG
1554
Wells Trecaso Financial Group
Ohio
-$205K -3,500 Closed
SIM
1555
SSI Investment Management
California
-$206K -3,499 Closed
PWA
1556
Phoenix Wealth Advisors
North Carolina
-$205K -3,495 Closed
NCM
1557
Northside Capital Management
Oregon
-$204K -3,485 Closed
QTM
1558
qPULA Trading Management
New York
-$204K -3,482 Closed
BWAM
1559
Boyd Watterson Asset Management
Ohio
-$202K -3,454 Closed
RAM
1560
Roanoke Asset Management
New Jersey
-$202K -3,447 Closed
V
1561
VeraBank
Texas
-$201K -3,440 Closed
KFC
1562
Klingenstein Fields & Co
New York
-$201K -3,425 Closed
WPW
1563
Warther Private Wealth
Ohio
-$206K -3,408 Closed
NIM
1564
NuWave Investment Management
New Jersey
-$180K -3,074 Closed
MAM
1565
Mystic Asset Management
Rhode Island
-$127K -2,178 Closed
CF
1566
Concorde Financial
Texas
-$72K -1,156 Closed
CWS
1567
Confluence Wealth Services
Pennsylvania
-$67K -1,155 Closed
BAM
1568
Barrett Asset Management
New York
-$64K -1,086 Closed
SFO
1569
Standard Family Office
South Dakota
-$54K -930 Closed
SCM
1570
Sirios Capital Management
Massachusetts
-$51K -879 Closed
EPM
1571
Equitec Proprietary Markets
Illinois
-$48K -815 Closed
RPCONE
1572
Retirement Planning Company of New England
Rhode Island
-$38K -657 Closed
SFPG
1573
Stonebridge Financial Planning Group
Florida
-$38K -609 Closed
EWM
1574
Edge Wealth Management
New York
-$33K -560 Closed
EWM
1575
Elmwood Wealth Management
California
-$25K -434 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.