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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
LCM
151
Logan Capital Management
Pennsylvania
$25.6M -$692K -11,198 -2%
Mackenzie Financial
152
Mackenzie Financial
Ontario, Canada
$25.5M +$6.95M +112,489 +33%
EIP
153
Easterly Investment Partners
Massachusetts
$25.5M +$9.39M +152,063 +51%
Retirement Systems of Alabama
154
Retirement Systems of Alabama
Alabama
$25.1M -$1.48K -24 -0%
TNB
155
Thomasville National Bank
Georgia
$25M +$481K +7,784 +2%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$24.6M -$7.11M -115,182 -21%
PI
157
PFS Investments
Georgia
$24.3M +$3.97M +64,341 +18%
Aviva
158
Aviva
United Kingdom
$24.2M -$44.6M -721,729 -63%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$24.2M +$139K +2,258 +0.5%
MAA
160
Matrix Asset Advisors
New York
$23.8M +$1.19M +19,187 +5%
FLII
161
First Long Island Investors
New York
$23.4M +$316K +5,110 +1%
UIM
162
USS Investment Management
United Kingdom
$23.4M +$869K +14,076 +4%
WHG
163
Westwood Holdings Group
Texas
$23.3M +$1.62M +26,154 +7%
ADEF
164
Adams Diversified Equity Fund
Maryland
$22.7M +$24.7M +400,400 New
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
$22.6M +$14.3M +231,581 +138%
MIS
166
Morningstar Investment Services
Illinois
$22.5M +$680K +11,014 +3%
CFIA
167
Cantor Fitzgerald Investment Advisors
New York
$22.2M +$11.8M +191,769 +96%
MME
168
Meag Munich Ergo
Germany
$22.2M
CCM
169
Coerente Capital Management
Ontario, Canada
$21.5M +$772K +12,495 +3%
UB
170
UMB Bank
Missouri
$21.2M +$13.6M +220,763 +144%
Skandinaviska Enskilda Banken (SEB)
171
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.8M -$2.1M -33,921 -8%
Calamos Advisors
172
Calamos Advisors
Illinois
$20.8M +$4.54M +73,506 +25%
ASRS
173
Arizona State Retirement System
Arizona
$20.8M +$43.8K +709 +0.2%
SIC
174
Salem Investment Counselors
North Carolina
$20.7M +$338K +5,464 +2%
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$20.7M -$1.1M -17,875 -5%

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.