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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
PA
276
Pinnacle Associates
New York
$8.82M +$464K +10,579 +5%
CIAS
277
Capital Investment Advisory Services
North Carolina
$8.8M +$451K +10,280 +5%
ECM
278
ExodusPoint Capital Management
New York
$8.77M +$7.99M +182,090 +842%
MMA
279
Mizuho Markets Americas
New York
$8.68M +$8.84M +201,615 New
CS
280
Candriam SCA
Luxembourg
$8.51M -$465K -10,606 -5%
FVWA
281
Foster Victor Wealth Advisors
South Carolina
$8.48M +$762K +17,367 +10%
ELI
282
Empire Life Investments
Ontario, Canada
$8.41M -$101K -2,307 -1%
Zurich Cantonal Bank
283
Zurich Cantonal Bank
Switzerland
$8.4M -$989K -22,540 -10%
VRS
284
Virginia Retirement Systems
Virginia
$8.38M
RIL
285
Rothschild Investment LLC
Illinois
$8.38M -$146K -3,323 -2%
DWP
286
Daymark Wealth Partners
Ohio
$8.36M +$8.52M +194,263 New
SBWIC
287
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.33M +$1.06M +24,219 +14%
PP
288
Patten & Patten
Tennessee
$8.3M -$1.09M -24,739 -11%
ClearBridge Investments
289
ClearBridge Investments
New York
$8.2M -$67.3M -1,533,722 -89%
MOACM
290
Mutual of America Capital Management
New York
$8.16M +$258K +5,878 +3%
TPSF
291
Texas Permanent School Fund
Texas
$8.11M +$36.5K +831 +0.4%
Brown Advisory
292
Brown Advisory
Maryland
$8.11M -$107K -2,437 -1%
JMPWA
293
JP Morgan Private Wealth Advisors
California
$8.09M +$1.11M +25,220 +15%
CAN
294
Cetera Advisor Networks
California
$8.05M +$3.86M +88,080 +89%
BWL
295
Bogart Wealth LLC
Virginia
$8.03M +$747K +17,034 +10%
SOADOR
296
State of Alaska Department of Revenue
Alaska
$7.99M +$73.7K +1,680 +0.9%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$7.91M -$516K -11,754 -6%
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$7.81M -$106K -2,409 -1%
AMBIA
299
Allen Mooney & Barnes Investment Advisors
Georgia
$7.64M +$52.3K +1,193 +0.7%
SFWA
300
Summit Financial Wealth Advisors
Louisiana
$7.62M +$7.77M +177,070 New

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.