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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
Natixis Advisors
151
Natixis Advisors
Massachusetts
$28M +$825K +13,505 +3%
MIM
152
Montgomery Investment Management
Maryland
$27.7M -$21.4K -350 -0.1%
AIG
153
American International Group
New York
$27.7M -$228K -3,725 -0.8%
LCM
154
Logan Capital Management
Pennsylvania
$27.1M -$380K -6,223 -1%
CA
155
Capitolis Advisors
New York
$26M +$1.03M +16,878 +4%
Retirement Systems of Alabama
156
Retirement Systems of Alabama
Alabama
$25.9M -$982K -16,079 -4%
TNB
157
Thomasville National Bank
Georgia
$25.4M +$327K +5,359 +1%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$24.8M -$701K -11,468 -3%
FLII
159
First Long Island Investors
New York
$23.8M -$60.5K -991 -0.2%
Mariner
160
Mariner
Kansas
$23.6M +$1.58M +25,811 +7%
Skandinaviska Enskilda Banken (SEB)
161
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.4M -$1.05M -17,240 -4%
MAA
162
Matrix Asset Advisors
New York
$23.4M +$342K +5,605 +1%
UIM
163
USS Investment Management
United Kingdom
$23.3M
Capital World Investors
164
Capital World Investors
California
$23.2M -$1.28K -21 -0%
PAS
165
Professional Advisory Services
Florida
$22.7M -$2.1M -34,387 -8%
MME
166
Meag Munich Ergo
Germany
$22.7M +$23.6M +386,448 New
WHG
167
Westwood Holdings Group
Texas
$22.5M +$1.51M +24,690 +7%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$22.4M +$928K +15,184 +4%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$22.2M +$23.2M +379,623 New
FAF
170
Fjarde Ap-fonden
Sweden
$22.2M -$2.65M -43,300 -10%
ProShare Advisors
171
ProShare Advisors
Maryland
$22M +$3.93M +64,352 +21%
MIS
172
Morningstar Investment Services
Illinois
$21.6M +$292K +4,782 +1%
CCM
173
Coerente Capital Management
Ontario, Canada
$21.5M +$115K +1,882 +0.5%
ASRS
174
Arizona State Retirement System
Arizona
$21.4M -$577K -9,442 -3%
PI
175
PFS Investments
Georgia
$21.3M +$2.31M +37,774 +12%

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.