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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
BFA
376
Bragg Financial Advisors
North Carolina
$4.57M +$142K +3,228 +3%
MSRPS
377
Maryland State Retirement & Pension System
Maryland
$4.5M +$4.59M +104,613 New
KRS
378
Kentucky Retirement Systems
Kentucky
$4.49M +$20K +456 +0.4%
M
379
MOTCO
Texas
$4.45M -$101K -2,313 -2%
EMPI
380
Elo Mutual Pension Insurance
Finland
$4.42M +$118K +2,683 +3%
O
381
Ossiam
France
$4.41M -$4.29M -97,730 -49%
OPERF
382
Oregon Public Employees Retirement Fund
Oregon
$4.4M +$40.5K +924 +0.9%
GAM
383
Griffin Asset Management
New York
$4.4M +$232K +5,300 +5%
LG
384
LaFleur & Godfrey
Michigan
$4.37M -$1.14M -26,093 -20%
CCMINC
385
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.37M -$21.4K -488 -0.5%
SSWM
386
Smith Salley Wealth Management
North Carolina
$4.33M -$804K -18,329 -15%
CGPCS
387
Capital Group Private Client Services
California
$4.29M -$119K -2,722 -3%
DILIC
388
Dai-ichi Life Insurance Company
Japan
$4.29M -$73.4K -1,674 -2%
ISL
389
Ingalls & Snyder LLC
New York
$4.28M -$173K -3,935 -4%
EI
390
Ethic Inc
New York
$4.26M +$2.55M +58,102 +142%
WorldQuant Millennium Advisors
391
WorldQuant Millennium Advisors
New York
$4.25M
BMSSC
392
B. Metzler seel. Sohn & Co
Germany
$4.22M -$874K -19,935 -17%
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$4.16M -$1.68M -38,367 -28%
Man Group
394
Man Group
United Kingdom
$4.15M -$303K -6,909 -7%
FNT
395
First National Trust
Pennsylvania
$4.12M +$49.1K +1,119 +1%
Wealthfront Advisers
396
Wealthfront Advisers
California
$4.1M -$32.1K -732 -0.8%
AIS
397
AM Investment Strategies
Tennessee
$4.07M +$1.8K +41 +0%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$4.06M +$285K +6,492 +7%
LSV Asset Management
399
LSV Asset Management
Illinois
$4.04M -$443K -10,100 -10%
Two Sigma Advisers
400
Two Sigma Advisers
New York
$4.03M +$4.11M +93,663 New

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.