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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wallington Asset Management
Indiana
$8.54M +$12.3K +250 +0.1%
EP
277
Edgestream Partners
New Jersey
$8.52M +$4.98M +100,913 +128%
Brown Advisory
278
Brown Advisory
Maryland
$8.42M +$465K +9,428 +6%
WAS
279
Wealth Advisory Solutions
Indiana
$8.38M +$478K +9,700 +6%
BCI
280
Brinker Capital Investments
Pennsylvania
$8.36M -$1.02M -20,639 -10%
TPSF
281
Texas Permanent School Fund
Texas
$8.34M +$134K +2,715 +2%
IIM
282
INTECH Investment Management
Florida
$8.34M +$8.67M +175,734 New
CCM
283
Covington Capital Management
California
$8.28M +$1.12M +22,626 +15%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$8.18M +$919K +18,625 +12%
BCM
285
Bayesian Capital Management
New York
$8.14M +$8.46M +171,528 New
CSS
286
Cubist Systematic Strategies
Connecticut
$7.93M -$1.65M -33,408 -17%
JMPWA
287
JP Morgan Private Wealth Advisors
California
$7.93M -$2.6M -52,698 -24%
MCM
288
Maryland Capital Management
Maryland
$7.92M -$905K -18,351 -10%
AOWM
289
Alpha Omega Wealth Management
Virginia
$7.88M +$1.05M +21,251 +15%
ECG
290
Edge Capital Group
Georgia
$7.87M +$1.09M +22,110 +160%
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
$7.82M -$7.43M -150,612 -48%
AMBIA
292
Allen Mooney & Barnes Investment Advisors
Georgia
$7.81M +$332K +6,731 +4%
SBWIC
293
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.78M +$285K +5,776 +4%
GGS
294
Galvin Gaustad & Stein
Arizona
$7.78M +$1.29M +26,170 +19%
FMII
295
Farmers & Merchants Investments Inc
Nebraska
$7.77M +$13.6K +275 +0.2%
WorldQuant Millennium Advisors
296
WorldQuant Millennium Advisors
New York
$7.75M +$8.06M +163,452 New
UB
297
UMB Bank
Missouri
$7.73M -$10.4M -210,834 -56%
ATC
298
Argent Trust Co
Tennessee
$7.61M +$628K +12,724 +9%
Hudson Bay Capital Management
299
Hudson Bay Capital Management
Connecticut
$7.59M +$7.89M +160,000 New
IMCOOI
300
Investment Management Corp of Ontario (IMCO)
Canada
$7.54M

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.