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Truist Financial

1,446 hedge funds and large institutions have $46.4B invested in Truist Financial in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 637 increasing their positions, 498 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $167M | Put options by funds: $68.2M

28% more repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 498

0.26% less ownership

Funds ownership: 73.86%73.61% (-0.26%)

4% less funds holding

Funds holding: 1,5061,446 (-60)

16% less capital invested

Capital invested by funds: $55B → $46.4B (-$8.67B)

20% less funds holding in top 10

Funds holding in top 10: 2520 (-5)

28% less first-time investments, than exits

New positions opened: 91 | Existing positions closed: 126

Holders
1,446
Holders Change
-60
Holders Change %
-3.98%
% of All Funds
24.36%
Holding in Top 10
20
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20%
% of All Funds
0.34%
New
91
Increased
637
Reduced
498
Closed
126
Calls
$167M
Puts
$68.2M
Net Calls
+$99.1M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
451
JT Stratford LLC
Georgia
$2.94M -$52.1K -1,056 -2%
CT
452
Coastline Trust
Rhode Island
$2.93M -$59.2K -1,200 -2%
WHG
453
Westwood Holdings Group
Texas
$2.91M -$17.2M -349,494 -85%
CIC
454
Cornercap Investment Counsel
Georgia
$2.91M +$595K +12,064 +25%
GLLW
455
Graves Light Lenhart Wealth
Virginia
$2.9M -$155K -3,134 -5%
VPIM
456
Vanguard Personalized Indexing Management
California
$2.89M +$582K +11,796 +24%
TSWM
457
Triangle Securities Wealth Management
North Carolina
$2.87M +$36.1K +732 +1%
PWS
458
Peloton Wealth Strategists
Indiana
$2.87M -$24.7K -500 -0.8%
VNA
459
Valley National Advisers
Pennsylvania
$2.85M -$7.15K -145 -0.2%
ACA
460
Aptus Capital Advisors
Alabama
$2.82M -$132K -2,683 -4%
NMIMC
461
Northwestern Mutual Investment Management Company
Wisconsin
$2.82M +$34.8K +706 +1%
ET
462
Equitable Trust
Tennessee
$2.8M +$286K +5,800 +11%
EOJOAM
463
E. Ohman J:or Asset Management
Sweden
$2.8M -$9.86K -200 -0.3%
CICI
464
Capital Investment Counsel Inc
North Carolina
$2.8M +$36.5K +740 +1%
NW
465
NewEdge Wealth
Pennsylvania
$2.8M +$2.51M +50,893 +628%
SC
466
SouthState Corp
Florida
$2.79M -$43K -871 -1%
NSIM
467
North Star Investment Management
Illinois
$2.77M +$59.5K +1,206 +2%
GWANC
468
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.76M +$2.87M +58,279 New
MIA
469
MainStreet Investment Advisors
Illinois
$2.73M +$2.42M +48,977 +564%
PPW
470
Parcion Private Wealth
Washington
$2.73M -$184K -3,737 -6%
FB
471
Fulton Bank
Pennsylvania
$2.72M +$613K +12,432 +28%
AIM
472
AHL Investment Management
Florida
$2.72M +$99 +2 +0%
William Blair & Company
473
William Blair & Company
Illinois
$2.72M +$30.8K +625 +1%
ISB
474
Iowa State Bank
Iowa
$2.71M +$58.1K +1,179 +2%
LDB
475
Lee, Danner & Bass
Tennessee
$2.71M +$514K +10,420 +22%

TFC Hedge Fund Activity: Q2 2022 in Review

1,446 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q2 2022, worth a combined $46.4B — down 16% from $55B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of TFC and 91 opened new positions — a net loss of 35 holders — while 498 trimmed existing stakes and 637 added.

The largest buyer was JP Morgan Chase, adding an estimated $284M. The largest seller was Bank of America, cutting an estimated $754M.

  • 1,446 institutional investors held Truist Financial (TFC) as of Q2 2022, down from 1,506 in Q1 2022.
  • Funds reported $46.4B of Truist Financial stock for Q2 2022, down 16% quarter-over-quarter.
  • 91 funds opened new Truist Financial positions in Q2 2022 and 126 closed out, a net change of -35 holders.
  • The largest Truist Financial buyer in Q2 2022 was JP Morgan Chase, an estimated $284M added.
  • The largest Truist Financial seller in Q2 2022 was Bank of America, an estimated $754M sold.

Based on aggregated 13F filings for Q2 2022.