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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.82B +$48M +784,869 +0.7%
BlackRock
2
BlackRock
New York
$5.6B -$50.5M -826,443 -0.9%
State Street
3
State Street
Massachusetts
$3.73B +$103M +1,687,751 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.37B +$42.3M +691,560 +1%
Bank of America
5
Bank of America
North Carolina
$2.77B +$13.8M +226,170 +0.5%
Capital International Investors
6
Capital International Investors
California
$2.36B -$337M -5,519,034 -12%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.47B +$28.9M +473,472 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.28B -$9.7M -158,822 -0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.23B +$33.3M +544,801 +3%
Dodge & Cox
10
Dodge & Cox
California
$957M +$79M +1,293,701 +9%
Northern Trust
11
Northern Trust
Illinois
$937M -$12.8M -210,155 -1%
Boston Partners
12
Boston Partners
Massachusetts
$865M -$29.5M -482,782 -3%
Charles Schwab
13
Charles Schwab
California
$824M +$6.49M +106,228 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$788M -$17.8M -291,850 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$715M +$15M +245,109 +2%
Norges Bank
16
Norges Bank
Norway
$711M -$23.1M -378,890 -3%
Invesco
17
Invesco
Georgia
$675M -$54.5M -891,347 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$666M +$28.1M +459,223 +4%
Macquarie Group
19
Macquarie Group
Australia
$619M -$34.1M -558,584 -5%
Franklin Resources
20
Franklin Resources
California
$602M +$12.8M +209,431 +2%
Amundi
21
Amundi
France
$559M +$53.7M +879,716 +12%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$509M -$18.8M -307,123 -3%
Legal & General Group
23
Legal & General Group
United Kingdom
$473M -$24.3M -397,825 -5%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$411M -$7.09M -116,003 -2%
BG
25
Bahl & Gaynor
Ohio
$407M -$13M -213,057 -3%

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.