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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
FVWA
301
Foster Victor Wealth Advisors
South Carolina
$7.41M +$1.59M +32,181 +26%
BF
302
BOK Financial
Oklahoma
$7.36M +$607K +12,312 +9%
KAS
303
Kestra Advisory Services
Texas
$7.34M +$1.77M +35,791 +30%
BCIM
304
British Columbia Investment Management
British Columbia, Canada
$7.3M -$2.57M -52,111 -25%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$7.26M -$1,000K -20,268 -12%
TPCW
306
TD Private Client Wealth
New York
$7.01M +$1.1M +22,244 +18%
NAM
307
Nissay Asset Management
Japan
$6.99M +$28.2K +571 +0.4%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$6.85M +$51.7K +1,049 +0.7%
Lazard Asset Management
309
Lazard Asset Management
New York
$6.81M -$1.76M -35,646 -20%
LW
310
Linscomb Wealth
Texas
$6.79M +$55.4K +1,124 +0.8%
BIA
311
Biondo Investment Advisors
Pennsylvania
$6.73M +$387K +7,841 +6%
1832 Asset Management
312
1832 Asset Management
Ontario, Canada
$6.71M -$98.6K -2,000 -1%
SIG
313
Stonegate Investment Group
Alabama
$6.7M -$27.2K -551 -0.4%
WTC
314
WhitTier Trust Company
Nevada
$6.7M +$461K +9,347 +7%
KBC Group
315
KBC Group
Belgium
$6.65M -$22.8K -463 -0.3%
AI
316
Atria Investments
North Carolina
$6.57M +$521K +10,566 +8%
OC
317
Oppenheimer & Co
New York
$6.51M -$300K -6,081 -4%
PI
318
Parkside Investments
Illinois
$6.5M +$882K +17,886 +15%
WSTAM
319
Wilbanks Smith & Thomas Asset Management
Virginia
$6.46M +$367K +7,440 +6%
BWL
320
Bogart Wealth LLC
Virginia
$6.46M +$1.58M +32,102 +31%
HIMCH
321
Hartford Investment Management Co (HIMCO)
Connecticut
$6.39M +$59.4K +1,205 +0.9%
LG
322
LaFleur & Godfrey
Michigan
$6.39M +$945K +19,165 +17%
Allianz Asset Management
323
Allianz Asset Management
Germany
$6.37M +$2.52M +51,100 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
324
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.26M -$6.51M -132,000 -50%
FMC
325
First Merchants Corp
Indiana
$6.12M +$60.7K +1,231 +1%

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.