We are live on ! Find out more
TFC icon

Truist Financial

1,487 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 559 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $236M | Put options by funds: $91.2M

107% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 86

4% more funds holding

Funds holding: 1,4231,487 (+64)

2% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 559

0.08% more ownership

Funds ownership: 73.72%73.8% (+0.08%)

0% less capital invested

Capital invested by funds: $42.5B → $42.4B (-$94.9M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,487
Holders Change
+64
Holders Change %
+4.5%
% of All Funds
23.9%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
559
Closed
86
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
226
Dana Investment Advisors
Wisconsin
$12.1M +$1.05M +23,934 +9%
DAM
227
Delta Asset Management
Tennessee
$12M -$42.2K -963 -0.3%
VV
228
Verity & Verity
South Carolina
$11.9M +$628K +14,316 +5%
PFPT
229
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.5M -$1.97M -44,887 -14%
LNB
230
Ledyard National Bank
$11.5M -$128K -2,927 -1%
CIP
231
Chartwell Investment Partners
Pennsylvania
$11.4M -$113K -2,583 -1%
MML Investors Services
232
MML Investors Services
Massachusetts
$11.4M +$1.61M +36,738 +16%
II
233
IFM Investors
Australia
$11.4M +$1.5M +34,262 +15%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$11.3M +$30.2K +688 +0.3%
WSFS
235
Wilmington Savings Fund Society
Delaware
$11.3M +$2.98K +68 +0%
MA
236
Montag & Associates
Georgia
$11.3M -$1.01M -22,942 -8%
HPCM
237
Hunter Perkins Capital Management
Illinois
$11.1M +$11.3M +258,456 New
SCA
238
Stieven Capital Advisors
Missouri
$10.9M +$21.9K +500 +0.2%
DnB Asset Management
239
DnB Asset Management
Norway
$10.8M +$870K +19,830 +9%
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$10.6M +$412K +9,393 +4%
BBVA
241
Banco Bilbao Vizcaya Argentaria
Spain
$10.5M -$1.77M -40,335 -14%
KCM
242
Kanawha Capital Management
Virginia
$10.5M +$47.9K +1,091 +0.4%
SI
243
Stephens Inc
Arkansas
$10.5M +$449K +10,225 +4%
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$10.4M -$97.5K -2,223 -0.9%
MCM
245
McRae Capital Management
New Jersey
$10.2M -$722K -16,450 -6%
WT
246
Washington Trust
Rhode Island
$10.2M -$2.61M -59,477 -20%
CSS
247
Cubist Systematic Strategies
Connecticut
$10.2M +$7.07M +161,180 +215%
URS
248
Utah Retirement Systems
Utah
$10.2M -$101K -2,300 -1%
SAI
249
Systematic Alpha Investments
New Jersey
$10.1M
SCA
250
Stonebridge Capital Advisors
Minnesota
$10M +$602K +13,721 +6%

TFC Hedge Fund Activity: Q4 2022 in Review

1,487 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2022, worth a combined $42.4B — down 0.22% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new TFC positions and 86 closed out — a net gain of 92 holders — while 568 added to existing stakes and 559 trimmed.

The largest buyer was Amundi, adding an estimated $241M. The largest seller was Capital International Investors, cutting an estimated $357M.

  • 1,487 institutional investors held Truist Financial (TFC) as of Q4 2022, up from 1,423 in Q3 2022.
  • Funds reported $42.4B of Truist Financial stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 178 funds opened new Truist Financial positions in Q4 2022 and 86 closed out, a net change of +92 holders.
  • The largest Truist Financial buyer in Q4 2022 was Amundi, an estimated $241M added.
  • The largest Truist Financial seller in Q4 2022 was Capital International Investors, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2022.