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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
GLA
301
Great Lakes Advisors
Illinois
$7.47M +$154K +3,520 +2%
Walleye Trading
302
Walleye Trading
New York
$7.45M -$25.6K -583 -0.3%
Mercer Global Advisors
303
Mercer Global Advisors
Colorado
$7.39M +$781K +17,811 +12%
HFS
304
Hantz Financial Services
Michigan
$7.29M +$3.15M +71,921 +74%
AOWM
305
Alpha Omega Wealth Management
Virginia
$7.26M +$374K +8,519 +5%
FGP
306
Foyston, Gordon, & Payne
Ontario, Canada
$7.25M +$3.39M +77,173 +85%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$7.17M +$113K +2,587 +2%
DT
308
Diversified Trust
Tennessee
$7.16M -$617K -14,059 -8%
ATC
309
Argent Trust Co
Tennessee
$7.1M -$90.1K -2,053 -1%
Calamos Advisors
310
Calamos Advisors
Illinois
$7.06M -$8.29M -188,966 -54%
IMCOOI
311
Investment Management Corp of Ontario (IMCO)
Canada
$6.84M
X
312
Xponance
Pennsylvania
$6.75M +$1.18M +26,912 +21%
AI
313
Atria Investments
North Carolina
$6.74M +$1.08M +24,512 +19%
KAS
314
Kestra Advisory Services
Texas
$6.73M -$6.45K -147 -0.1%
BCI
315
Brinker Capital Investments
Pennsylvania
$6.71M -$721K -16,429 -10%
AQR Capital Management
316
AQR Capital Management
Connecticut
$6.71M +$2.27M +51,774 +50%
Allianz Asset Management
317
Allianz Asset Management
Germany
$6.69M +$442K +10,087 +7%
CNB
318
Czech National Bank
Czech Republic
$6.68M +$54K +1,232 +0.8%
PMEF
319
Point72 Middle East FZE
United Arab Emirates
$6.65M +$6.77M +154,439 New
NAM
320
Nissay Asset Management
Japan
$6.57M -$25.5K -581 -0.4%
MGIA
321
Moneta Group Investment Advisors
Missouri
$6.52M -$1.61M -36,745 -22%
LW
322
Linscomb Wealth
Texas
$6.51M +$286K +6,513 +4%
PI
323
Parkside Investments
Illinois
$6.51M +$433K +9,876 +7%
SLAM
324
Swiss Life Asset Management
$6.51M -$163K -3,724 -2%
Jones Financial Companies
325
Jones Financial Companies
Missouri
$6.5M +$527K +12,021 +9%

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.