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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
BG
26
Bahl & Gaynor
Ohio
$370M +$127M +2,582,771 +50%
UBS AM
27
UBS AM
Illinois
$357M +$8.62M +174,842 +2%
Invesco
28
Invesco
Georgia
$349M -$193M -3,913,896 -35%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$342M +$9.19M +186,274 +3%
N
30
Nuveen
North Carolina
$298M +$21.6M +437,605 +7%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$288M +$67.8M +1,374,098 +29%
Goldman Sachs
32
Goldman Sachs
New York
$286M -$31.9M -647,572 -10%
UBS Group
33
UBS Group
Switzerland
$274M -$9.02M -182,971 -3%
Truist Financial
34
Truist Financial
North Carolina
$252M +$767K +15,544 +0.3%
Wells Fargo
35
Wells Fargo
California
$241M +$5.99M +121,405 +2%
Ameriprise
36
Ameriprise
Minnesota
$237M -$8.13M -164,785 -3%
Federated Hermes
37
Federated Hermes
Pennsylvania
$235M +$136M +2,758,668 +125%
RJA
38
Raymond James & Associates
Florida
$214M +$23M +465,418 +11%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$203M -$89.5M -1,815,500 -30%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$199M +$205M +4,161,761 +9,525%
BAM
41
Burgundy Asset Management
Ontario, Canada
$193M +$23M +466,758 +13%
CCM
42
Cullen Capital Management
New York
$188M +$16.4M +333,293 +9%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$188M +$10.5M +212,907 +6%
EVM
44
Eaton Vance Management
Massachusetts
$177M +$373K +7,555 +0.2%
Stifel Financial
45
Stifel Financial
Missouri
$169M +$7.3M +148,083 +4%
Deutsche Bank
46
Deutsche Bank
Germany
$169M +$13.2M +266,800 +8%
Prudential Financial
47
Prudential Financial
New Jersey
$163M +$58.2M +1,181,049 +52%
Jennison Associates
48
Jennison Associates
New York
$159M -$12.1M -244,999 -7%
Bessemer Group
49
Bessemer Group
New Jersey
$148M +$2.35M +47,694 +2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$147M -$2.61M -52,993 -2%

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.