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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
CGH
426
Crossmark Global Holdings
Texas
$3.48M +$112K +2,552 +3%
EB
427
Eastern Bank
Massachusetts
$3.48M -$93K -2,121 -3%
WAS
428
WESPAC Advisors SoCal
California
$3.46M +$3.52M +80,313 New
BMCM
429
Bryn Mawr Capital Management
Pennsylvania
$3.44M +$3.51M +79,937 New
CWP
430
Concord Wealth Partners
Virginia
$3.38M -$169K -3,846 -5%
CNB
431
Camden National Bank
Maine
$3.38M +$3.4M +77,591 +8,416%
RIM
432
Reliant Investment Management
Tennessee
$3.33M -$119K -2,705 -3%
MLICM
433
Metropolitan Life Insurance Company (MetLife)
New York
$3.3M -$97.7K -2,227 -3%
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$3.24M +$2.58M +58,829 +466%
AssetMark Inc
435
AssetMark Inc
California
$3.23M +$940K +21,420 +40%
Verition Fund Management
436
Verition Fund Management
Connecticut
$3.2M +$371K +8,458 +13%
SWMG
437
Signature Wealth Management Group
Georgia
$3.17M +$16K +364 +0.5%
PPW
438
Parcion Private Wealth
Washington
$3.16M +$499K +11,377 +18%
AIM
439
Anchor Investment Management
South Carolina
$3.16M +$362K +8,254 +13%
VFM
440
Viking Fund Management
North Dakota
$3.14M
HW
441
Hedeker Wealth
Illinois
$3.14M +$64.3K +1,466 +2%
AAF
442
Andra AP-fonden
Sweden
$3.13M +$307K +7,000 +11%
FAP
443
Financial Advisory Partners
Florida
$3.11M -$46K -1,048 -1%
FLPIM
444
F.L. Putnam Investment Management
Massachusetts
$3.1M -$1.91M -43,438 -38%
PFM
445
Parsec Financial Management
North Carolina
$3.09M -$88.7K -2,023 -3%
CRM
446
Cramer Rosenthal McGlynn
Connecticut
$3.07M +$110K +2,499 +4%
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$3.06M +$1.67M +38,019 +115%
HWM
448
HB Wealth Management
Georgia
$3.05M -$88.5K -2,017 -3%
UBG
449
United Bank (Georgia)
Georgia
$3.05M +$119K +2,717 +4%
KCM
450
Kempner Capital Management
Texas
$3.05M -$14.8K -338 -0.5%

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.