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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
M&T Bank
326
M&T Bank
New York
$6.42M -$337K -7,693 -5%
FMC
327
First Merchants Corp
Indiana
$6.4M +$798K +18,181 +14%
BAMF
328
BI Asset Management Fondsmaeglerselskab
Denmark
$6.4M +$678K +15,445 +12%
BIA
329
Biondo Investment Advisors
Pennsylvania
$6.36M +$25.5K +581 +0.4%
ONB
330
Old National Bancorp
Indiana
$6.35M -$344K -7,838 -5%
WTC
331
WhitTier Trust Company
Nevada
$6.33M -$58.4K -1,332 -0.9%
SIS
332
Sound Income Strategies
Florida
$6.3M +$6.38M +145,346 +14,535%
IIM
333
Intact Investment Management
Quebec, Canada
$6.23M +$2.32M +53,000 +58%
VanEck Associates
334
VanEck Associates
New York
$6.21M +$4.67M +106,486 +282%
IIM
335
INTECH Investment Management
Florida
$6.13M -$8.43M -192,285 -57%
JF
336
Jump Financial
Illinois
$6.09M +$6M +136,726 +2,862%
IWA
337
Icon Wealth Advisors
Texas
$6.08M +$26.4K +601 +0.4%
1832 Asset Management
338
1832 Asset Management
Ontario, Canada
$6.06M -$89.2K -2,034 -1%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$6.05M +$369K +8,418 +6%
PI
340
PFS Investments
Georgia
$5.98M -$18.3M -416,659 -75%
UB
341
UMB Bank
Missouri
$5.86M -$489K -11,145 -8%
OC
342
Oppenheimer & Co
New York
$5.85M -$186K -4,250 -3%
KWM
343
Kingsview Wealth Management
Oregon
$5.79M +$6.8K +155 +0.1%
Lazard Asset Management
344
Lazard Asset Management
New York
$5.73M -$388K -8,834 -6%
PFO
345
Pathstone Family Office
New Jersey
$5.72M -$222K -5,062 -4%
IMPI
346
Ilmarinen Mutual Pension Insurance
Finland
$5.5M -$3.96M -90,260 -41%
XF
347
XML Financial
Maryland
$5.48M +$324K +7,395 +6%
TPCW
348
TD Private Client Wealth
New York
$5.45M -$662K -15,088 -11%
SIG
349
Stonegate Investment Group
Alabama
$5.44M -$596K -13,578 -10%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$5.43M

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.