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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
CRM
426
Cramer Rosenthal McGlynn
Connecticut
$3M +$598K +12,438 +22%
VCA
427
Verdence Capital Advisors
Maryland
$2.99M +$37K +770 +1%
UBG
428
United Bank (Georgia)
Georgia
$2.97M -$320K -6,644 -9%
NMERB
429
New Mexico Educational Retirement Board
New Mexico
$2.96M -$284K -5,900 -8%
GCM
430
Gator Capital Management
Florida
$2.92M
ZCM
431
Ziegler Capital Management
Illinois
$2.9M -$197K -4,102 -6%
BIAS
432
Beacon Investment Advisory Services
New Jersey
$2.9M -$69.5K -1,445 -2%
SLG
433
Stanley-Laman Group
Pennsylvania
$2.88M +$83.4K +1,733 +3%
Verition Fund Management
434
Verition Fund Management
Connecticut
$2.87M -$13.9K -289 -0.4%
AAF
435
Andra AP-fonden
Sweden
$2.86M -$885K -18,400 -22%
SCM
436
Salem Capital Management
Massachusetts
$2.86M -$16.8K -350 -0.5%
MIM
437
Marco Investment Management
Georgia
$2.85M -$5.77K -120 -0.2%
AIM
438
Anchor Investment Management
South Carolina
$2.83M -$45.5K -945 -1%
VVP
439
Venture Visionary Partners
Ohio
$2.83M +$1.06M +22,051 +51%
GIM
440
Goelzer Investment Management
Indiana
$2.82M +$42.5K +883 +1%
VPIM
441
Vanguard Personalized Indexing Management
California
$2.82M +$185K +3,853 +6%
RCG
442
Resource Consulting Group
Florida
$2.8M +$3.09M +64,207 New
LDB
443
Lee, Danner & Bass
Tennessee
$2.79M +$339K +7,050 +12%
DADC
444
D.A. Davidson & Co
Montana
$2.74M +$503K +10,456 +20%
ACA
445
Aptus Capital Advisors
Alabama
$2.72M +$151K +3,140 +5%
SCP
446
Shorepoint Capital Partners
Massachusetts
$2.71M +$339K +7,044 +13%
PPW
447
Parcion Private Wealth
Washington
$2.7M +$253K +5,256 +9%
GWANC
448
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.7M +$176K +3,654 +6%
BCA
449
Bray Capital Advisors
Florida
$2.69M -$19K -395 -0.6%
GLLW
450
Graves Light Lenhart Wealth
Virginia
$2.66M -$12K -249 -0.4%

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.