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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
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$5.42M -$422K -9,622 -6%
KIC
352
Keating Investment Counselors
Florida
$5.4M +$452K +10,315 +9%
SMDAM
353
Sumitomo Mitsui DS Asset Management
Japan
$5.37M +$278K +6,338 +5%
CDH
354
Charles D. Hyman
$5.36M -$49.8K -1,135 -0.9%
CTA
355
Colonial Trust Advisors
South Carolina
$5.33M -$83.3K -1,899 -2%
CC
356
Cipher Capital
New York
$5.22M +$5.01M +114,212 +1,592%
WBC
357
Westpac Banking Corp
Australia
$5.08M +$197K +4,499 +4%
KeyBank National Association
358
KeyBank National Association
Ohio
$5.07M -$80.3K -1,831 -2%
BCIM
359
British Columbia Investment Management
British Columbia, Canada
$5.06M -$623K -14,202 -11%
TI
360
tru Independence
Oregon
$5.01M +$389K +8,878 +8%
FCBT
361
First Citizens Bank & Trust
North Carolina
$5M +$707K +16,128 +16%
DWM
362
Dakota Wealth Management
Florida
$4.98M -$150K -3,414 -3%
TC
363
TownSquare Capital
Utah
$4.96M -$158K -3,608 -3%
PP
364
Prudential plc
United Kingdom
$4.92M +$1.73M +39,440 +53%
LFAS
365
Level Four Advisory Services
Texas
$4.89M +$1.15M +26,297 +30%
BSW
366
Buckingham Strategic Wealth
Missouri
$4.88M +$285K +6,498 +6%
Kovitz Investment Group Partners
367
Kovitz Investment Group Partners
Illinois
$4.8M -$42.3K -965 -0.9%
ASN
368
Advisory Services Network
Georgia
$4.75M +$367K +8,369 +8%
QT
369
Quantbot Technologies
New York
$4.73M -$1.06M -24,100 -18%
VAS
370
Vestmark Advisory Solutions
Massachusetts
$4.73M +$57.8K +1,318 +1%
SAM
371
Securian Asset Management
Minnesota
$4.69M +$43.2K +984 +0.9%
SSB
372
Sandy Spring Bank
Maryland
$4.69M -$98K -2,233 -2%
OIM
373
Opus Investment Management
Massachusetts
$4.65M
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$4.63M +$2.71M +61,737 +135%
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$4.61M -$1.18M -26,918 -20%

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.