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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B +$87.1M +1,410,643 +1%
BlackRock
2
BlackRock
New York
$5.47B +$46.7M +755,657 +0.8%
State Street
3
State Street
Massachusetts
$3.58B -$29.6M -479,754 -0.8%
JP Morgan Chase
4
JP Morgan Chase
New York
$3.18B -$88.8M -1,437,921 -3%
Bank of America
5
Bank of America
North Carolina
$2.94B +$287M +4,649,451 +10%
Capital International Investors
6
Capital International Investors
California
$2.06B -$238M -3,845,310 -10%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.33B -$103M -1,673,775 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.24B +$50.3M +814,237 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.21B -$27.1M -438,230 -2%
Dodge & Cox
10
Dodge & Cox
California
$964M +$40M +647,474 +4%
Northern Trust
11
Northern Trust
Illinois
$897M -$12M -195,019 -1%
Boston Partners
12
Boston Partners
Massachusetts
$839M +$3.37M +54,566 +0.4%
Charles Schwab
13
Charles Schwab
California
$811M +$13.7M +221,798 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$752M -$12.6M -204,113 -2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$750M +$62.7M +1,014,852 +8%
Norges Bank
16
Norges Bank
Norway
$688M +$301K +4,875 +0%
American Century Companies
17
American Century Companies
Missouri
$668M +$302M +4,889,702 +71%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$652M +$8.44M +136,582 +1%
Invesco
19
Invesco
Georgia
$639M -$15.8M -255,612 -2%
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$545M +$56.4M +912,440 +10%
Franklin Resources
21
Franklin Resources
California
$510M -$79.8M -1,291,457 -13%
Legal & General Group
22
Legal & General Group
United Kingdom
$487M +$31.7M +513,353 +6%
Amundi
23
Amundi
France
$486M +$40.8M +660,647 +8%
UBS AM
24
UBS AM
Illinois
$417M +$33.1M +535,101 +8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$399M +$424K +6,863 +0.1%

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.