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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
SAM
351
Securian Asset Management
Minnesota
$4.71M +$7.12K +148 +0.1%
ZB
352
Zions Bancorporation
Utah
$4.68M +$340K +7,074 +7%
TI
353
tru Independence
Oregon
$4.68M +$190K +3,944 +4%
MDCM
354
Morgan Dempsey Capital Management
Wisconsin
$4.67M +$5.17M +107,362 New
BSW
355
Buckingham Strategic Wealth
Missouri
$4.66M +$79K +1,641 +2%
M
356
MOTCO
Texas
$4.6M -$402K -8,346 -7%
LSV Asset Management
357
LSV Asset Management
Illinois
$4.53M +$3.96M +82,400 +380%
AQR Capital Management
358
AQR Capital Management
Connecticut
$4.53M -$778K -16,163 -13%
AWMT
359
AAFMAA Wealth Management & Trust
North Carolina
$4.53M -$167K -3,461 -3%
KRS
360
Kentucky Retirement Systems
Kentucky
$4.52M +$241K +5,011 +5%
Marshall Wace
361
Marshall Wace
United Kingdom
$4.51M -$8.97M -186,458 -64%
ISL
362
Ingalls & Snyder LLC
New York
$4.5M -$34.7K -721 -0.7%
Man Group
363
Man Group
United Kingdom
$4.5M +$4.97M +103,278 New
BFA
364
Bragg Financial Advisors
North Carolina
$4.48M +$506K +10,518 +11%
CGPCS
365
Capital Group Private Client Services
California
$4.46M -$10.1M -210,699 -67%
ASN
366
Advisory Services Network
Georgia
$4.44M +$374K +7,773 +8%
CCMINC
367
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.44M +$149K +3,104 +3%
OPERF
368
Oregon Public Employees Retirement Fund
Oregon
$4.41M -$113K -2,339 -2%
DILIC
369
Dai-ichi Life Insurance Company
Japan
$4.41M
FCBT
370
First Citizens Bank & Trust
North Carolina
$4.36M -$674K -14,002 -12%
EMPI
371
Elo Mutual Pension Insurance
Finland
$4.35M -$226K -4,690 -4%
MSE
372
MUFG Securities EMEA
United Kingdom
$4.35M +$4.81M +100,000 New
SG Americas Securities
373
SG Americas Securities
New York
$4.33M +$3.38M +70,186 +241%
CAN
374
Cetera Advisor Networks
California
$4.31M +$850K +17,664 +22%
WorldQuant Millennium Advisors
375
WorldQuant Millennium Advisors
New York
$4.31M -$3.11M -64,557 -39%

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.