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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
Jones Financial Companies
326
Jones Financial Companies
Missouri
$6.11M +$1.16M +23,577 +22%
Connor, Clark & Lunn Investment Management (CC&L)
327
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.06M +$3.58M +72,638 +132%
CNB
328
Camden National Bank
Maine
$6.03M +$58.7K +1,190 +0.9%
CDH
329
Charles D. Hyman
$5.96M -$22.1K -449 -0.4%
M&T Bank
330
M&T Bank
New York
$5.82M +$2.33M +47,157 +37%
CTA
331
Colonial Trust Advisors
South Carolina
$5.76M -$47K -953 -0.8%
ONB
332
Old National Bancorp
Indiana
$5.72M +$1.35M +27,292 +29%
GLA
333
Great Lakes Advisors
Illinois
$5.68M +$853K +17,304 +17%
SSWM
334
Smith Salley Wealth Management
North Carolina
$5.67M +$122K +2,465 +2%
DWM
335
Dakota Wealth Management
Florida
$5.64M +$433K +8,772 +8%
KeyBank National Association
336
KeyBank National Association
Ohio
$5.63M -$24.6K -499 -0.4%
AQR Capital Management
337
AQR Capital Management
Connecticut
$5.54M +$672K +13,635 +13%
SSB
338
Sandy Spring Bank
Maryland
$5.54M -$122K -2,478 -2%
TC
339
TownSquare Capital
Utah
$5.48M +$1.22M +24,686 +27%
KIC
340
Keating Investment Counselors
Florida
$5.46M -$57.6K -1,167 -1%
FCBT
341
First Citizens Bank & Trust
North Carolina
$5.41M +$126K +2,550 +2%
M
342
MOTCO
Texas
$5.41M +$278K +5,640 +5%
WBC
343
Westpac Banking Corp
Australia
$5.39M
IWP
344
Icon Wealth Partners
Texas
$5.37M -$412K -8,355 -7%
Kovitz Investment Group Partners
345
Kovitz Investment Group Partners
Illinois
$5.35M +$65.5K +1,329 +1%
SMDAM
346
Sumitomo Mitsui DS Asset Management
Japan
$5.35M +$1.22M +24,746 +28%
CCMD
347
Cypress Capital Management (Delaware)
Delaware
$5.21M +$213K +4,325 +4%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$5.15M +$2.74M +55,545 +105%
X
349
Xponance
Pennsylvania
$5.15M +$1.06M +21,406 +25%
OIM
350
Opus Investment Management
Massachusetts
$5.13M

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.