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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
QC
251
Quadrature Capital
United Kingdom
$10M +$7.13M +162,603 +231%
GW
252
GW & Wade
Massachusetts
$9.94M -$2.08M -47,385 -17%
CTA
253
Chesley Taft & Associates
Illinois
$9.94M -$1.27M -28,850 -11%
ABC
254
Associated Banc-Corp
Wisconsin
$9.9M +$179K +4,079 +2%
FA
255
FDx Advisors
Illinois
$9.88M +$208K +4,741 +2%
CM
256
Crestline Management
Texas
$9.85M +$10M +229,000 New
SIMG
257
Sonora Investment Management Group
Arizona
$9.74M +$532K +12,139 +6%
BPWM
258
Badgley Phelps Wealth Managers
Washington
$9.73M -$282K -6,425 -3%
RP
259
Rowlandmiller & Partners
Georgia
$9.72M -$12K -274 -0.1%
IG
260
ING Group
Netherlands
$9.7M +$9.89M +225,392 New
GG
261
Gofen & Glossberg
Illinois
$9.67M -$62.5K -1,425 -0.6%
COPPSERS
262
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.65M +$1.33M +30,258 +16%
MGIM
263
M&G Investment Management
United Kingdom
$9.53M
CA
264
Cullinan Associates
Kentucky
$9.52M -$129K -2,944 -1%
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$9.48M -$31.6K -720 -0.3%
CAM
266
Cresset Asset Management
Illinois
$9.43M +$561K +12,786 +6%
Axa
267
Axa
France
$9.42M -$3.07M -70,057 -24%
WIC
268
Willis Investment Counsel
Georgia
$9.42M +$12.1K +275 +0.1%
NAM
269
NTV Asset Management
West Virginia
$9.36M -$138K -3,146 -1%
YCM
270
Yousif Capital Management
Michigan
$9.32M +$314K +7,147 +3%
GIBU
271
Gulf International Bank (UK)
United Kingdom
$9.29M +$15.4K +350 +0.2%
MDCM
272
Morgan Dempsey Capital Management
Wisconsin
$9.03M +$4.5M +102,552 +96%
NYLIM
273
New York Life Investment Management
New York
$8.97M -$6.36K -145 -0.1%
LBC
274
Lowe Brockenbrough & Co
Virginia
$8.92M -$417K -9,508 -4%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$8.91M -$1M -22,901 -10%

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.