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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
IAA
201
Independent Advisor Alliance
North Carolina
$17.3M +$586K +9,586 +3%
MIM
202
MetLife Investment Management
New Jersey
$17.3M -$400K -6,553 -2%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$17.3M -$3.11M -50,851 -15%
Calamos Advisors
204
Calamos Advisors
Illinois
$17.1M +$385K +6,295 +2%
PGFC
205
Peapack-Gladstone Financial Corp
New Jersey
$17.1M +$138K +2,264 +0.8%
DAM
206
Delta Asset Management
Tennessee
$17.1M -$445K -7,286 -2%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$17M +$762K +12,473 +4%
UCFA
208
United Capital Financial Advisors
Texas
$17M +$84.6K +1,385 +0.5%
WT
209
Washington Trust
Rhode Island
$16.9M -$201K -3,292 -1%
SIA
210
Sit Investment Associates
Minnesota
$16.9M +$1.59M +25,985 +10%
CWM
211
CIBC World Markets
New York
$16.8M -$3.97M -64,987 -18%
WSFS
212
Wilmington Savings Fund Society
Delaware
$16.8M -$159K -2,605 -0.9%
PFPT
213
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.6M +$146K +2,391 +0.8%
RJT
214
Raymond James Trust
Florida
$16.3M -$1.82M -29,727 -10%
HWA
215
Heritage Wealth Advisors
Virginia
$16.2M +$1.57M +25,706 +10%
FAF
216
Första AP-fonden
Sweden
$16.1M -$965K -15,800 -5%
HTC
217
Haverford Trust Company
Pennsylvania
$16M -$398K -6,511 -2%
LNB
218
Ledyard National Bank
$15.6M -$229K -3,750 -1%
CCMD
219
Cypress Capital Management (Delaware)
Delaware
$15.6M +$380K +6,221 +2%
Squarepoint
220
Squarepoint
New York
$15.4M -$14.6M -238,183 -48%
WIC
221
Willis Investment Counsel
Georgia
$15.3M -$269K -4,400 -2%
Bank of Nova Scotia
222
Bank of Nova Scotia
Ontario, Canada
$15.2M -$26M -424,940 -62%
SYBT
223
Stock Yards Bank & Trust
Kentucky
$15.1M +$995K +16,292 +7%
1832 Asset Management
224
1832 Asset Management
Ontario, Canada
$15.1M -$12.3M -200,773 -44%
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$15M -$285K -4,673 -2%

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.