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Truist Financial

1,423 hedge funds and large institutions have $42.5B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 628 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $175M | Put options by funds: $77M

29% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 488

0.11% more ownership

Funds ownership: 73.61%73.72% (+0.11%)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

2% less funds holding

Funds holding: 1,4461,423 (-23)

8% less capital invested

Capital invested by funds: $46.4B → $42.5B (-$3.87B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
628
Reduced
488
Closed
100
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
326
KBC Group
Belgium
$5.62M -$537K -11,161 -8%
LG
327
LaFleur & Godfrey
Michigan
$5.56M -$340K -7,075 -5%
IAA
328
Independent Advisor Alliance
North Carolina
$5.5M -$7.34M -152,643 -55%
TRSOTSOK
329
Teachers Retirement System of the State of Kentucky
Kentucky
$5.5M +$6.07M +126,250 New
CTA
330
Colonial Trust Advisors
South Carolina
$5.48M +$210K +4,361 +4%
CDH
331
Charles D. Hyman
$5.47M
Susquehanna International Group
332
Susquehanna International Group
Pennsylvania
$5.38M -$5.48M -113,854 -48%
Balyasny Asset Management
333
Balyasny Asset Management
Illinois
$5.29M -$42.5M -883,384 -88%
XF
334
XML Financial
Maryland
$5.23M +$5.55M +115,348 +2,448%
KeyBank National Association
335
KeyBank National Association
Ohio
$5.21M +$51.4K +1,069 +0.9%
DWM
336
Dakota Wealth Management
Florida
$5.19M +$4.09K +85 +0.1%
SSWM
337
Smith Salley Wealth Management
North Carolina
$5.18M -$22.8K -473 -0.4%
TC
338
TownSquare Capital
Utah
$5.18M +$164K +3,409 +3%
SMDAM
339
Sumitomo Mitsui DS Asset Management
Japan
$5.16M +$276K +5,735 +5%
BMSSC
340
B. Metzler seel. Sohn & Co
Germany
$5.14M +$898K +18,668 +19%
TRCT
341
Tower Research Capital (TRC)
New York
$5.14M +$3.48M +72,395 +159%
FLPIM
342
F.L. Putnam Investment Management
Massachusetts
$5.03M +$711K +14,780 +15%
Squarepoint
343
Squarepoint
New York
$5.02M -$14.1M -292,414 -72%
KIC
344
Keating Investment Counselors
Florida
$5.01M
CCP
345
Corient Capital Partners
California
$4.97M +$15.3K +319 +0.3%
WBC
346
Westpac Banking Corp
Australia
$4.95M
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$4.9M -$18.4K -382 -0.3%
SSB
348
Sandy Spring Bank
Maryland
$4.84M -$262K -5,455 -5%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$4.73M +$904K +18,783 +21%
OIM
350
Opus Investment Management
Massachusetts
$4.71M

TFC Hedge Fund Activity: Q3 2022 in Review

1,423 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2022, worth a combined $42.5B — down 8.3% from $46.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TFC and 95 opened new positions — a net loss of 5 holders — while 488 trimmed existing stakes and 628 added.

The largest buyer was Amundi, adding an estimated $200M. The largest seller was Barclays, cutting an estimated $356M.

  • 1,423 institutional investors held Truist Financial (TFC) as of Q3 2022, down from 1,446 in Q2 2022.
  • Funds reported $42.5B of Truist Financial stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 95 funds opened new Truist Financial positions in Q3 2022 and 100 closed out, a net change of -5 holders.
  • The largest Truist Financial buyer in Q3 2022 was Amundi, an estimated $200M added.
  • The largest Truist Financial seller in Q3 2022 was Barclays, an estimated $356M sold.

Based on aggregated 13F filings for Q3 2022.