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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
ZB
401
Zions Bancorporation
Utah
$4.03M -$612K -13,948 -13%
CB
402
Cadence Bank
Mississippi
$4.01M +$23.4K +534 +0.6%
HCM
403
Huber Capital Management
California
$3.99M +$2.16M +49,240 +113%
SFA
404
Semmax Financial Advisors
North Carolina
$3.96M +$1.44M +32,905 +65%
HPG
405
Harvest Portfolios Group
Ontario, Canada
$3.91M +$3.99M +90,944 New
OPTFSNA
406
Old Point Trust & Financial Services N A
Virginia
$3.91M -$163K -3,717 -4%
BF
407
BOK Financial
Oklahoma
$3.88M -$268K -6,099 -6%
TI
408
Trexquant Investment
Connecticut
$3.81M -$3.36M -76,532 -46%
SYBT
409
Stock Yards Bank & Trust
Kentucky
$3.79M -$9.36M -213,436 -71%
KCPG
410
Kavar Capital Partners Group
Kansas
$3.78M +$412K +9,388 +12%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$3.78M -$10.3M -234,317 -73%
FA
412
Fiduciary Alliance
South Carolina
$3.77M +$3.85M +87,703 New
BCCM
413
Bridge Creek Capital Management
Massachusetts
$3.76M +$179K +4,091 +5%
Balyasny Asset Management
414
Balyasny Asset Management
Illinois
$3.71M -$1.54M -35,170 -29%
CIP
415
Capital Insight Partners
Arizona
$3.69M +$62.8K +1,431 +2%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$3.69M +$35.1K +800 +0.9%
MIA
417
MainStreet Investment Advisors
Illinois
$3.68M +$1.23M +27,935 +48%
WCM
418
Whitener Capital Management
North Carolina
$3.67M +$190K +4,335 +5%
HNB
419
Huntington National Bank
Ohio
$3.66M -$167K -3,815 -4%
EGM
420
Engineers Gate Manager
New York
$3.65M +$3.14M +71,578 +543%
S
421
Seeyond
France
$3.64M +$2.56M +58,459 +224%
YIA
422
YHB Investment Advisors
Connecticut
$3.55M -$13.4K -305 -0.4%
PI
423
PGGM Investments
Netherlands
$3.55M -$238K -5,424 -6%
PWW
424
Pettyjohn Wood & White
Virginia
$3.54M -$12.9K -295 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
425
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.51M +$2.61M +59,578 +271%

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.