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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
AB
176
Amalgamated Bank
New York
$21.1M -$478K -7,819 -2%
SIC
177
Salem Investment Counselors
North Carolina
$21.1M +$1.18M +19,300 +6%
GC
178
Guggenheim Capital
Illinois
$21.1M +$604K +9,884 +3%
SDIC
179
South Dakota Investment Council
South Dakota
$20.7M -$3.41M -55,750 -14%
AAIM
180
American Assets Investment Management
California
$20.7M
SF
181
Synovus Financial
Georgia
$20.7M +$1.11M +18,172 +5%
First Trust Advisors
182
First Trust Advisors
Illinois
$20.6M -$8.03M -131,476 -27%
PC
183
PM Capital
Australia
$20.1M
MA
184
Montag & Associates
Georgia
$20M -$418K -6,845 -2%
Mackenzie Financial
185
Mackenzie Financial
Ontario, Canada
$19.8M +$3.54M +57,989 +21%
WT
186
Whittier Trust
California
$19.8M +$600K +9,817 +3%
SOMRS
187
State of Michigan Retirement System
Michigan
$19.7M +$61.1K +1,000 +0.3%
PCM
188
Prana Capital Management
Connecticut
$19.5M -$19.4M -317,793 -49%
FCI
189
Financial Counselors Inc
Kansas
$19.4M -$380K -6,216 -2%
Nomura Asset Management
190
Nomura Asset Management
Japan
$18.6M +$928K +15,190 +5%
SCA
191
Stieven Capital Advisors
Missouri
$18.5M -$48.9K -800 -0.3%
TBA
192
Tower Bridge Advisors
Pennsylvania
$18.4M -$116K -1,905 -0.6%
AAM
193
Advisors Asset Management
Colorado
$18.4M +$1.02M +16,775 +6%
Osaic Holdings
194
Osaic Holdings
Arizona
$18.1M +$2.3M +37,606 +14%
Comerica Bank
195
Comerica Bank
Texas
$18.1M -$423K -6,918 -2%
IC
196
Inverness Counsel
New York
$17.8M -$16.6M -270,944 -47%
CIP
197
Chartwell Investment Partners
Pennsylvania
$17.7M -$429K -7,027 -2%
WB
198
WesBanco Bank
West Virginia
$17.6M +$345K +5,641 +2%
EIP
199
Easterly Investment Partners
Massachusetts
$17.5M +$414K +6,775 +2%
PR
200
Payden & Rygel
California
$17.4M -$1.15M -18,800 -6%

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.