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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
Legal & General Group
26
Legal & General Group
United Kingdom
$352M -$24M -547,191 -6%
Boston Partners
27
Boston Partners
Massachusetts
$306M -$100M -2,288,794 -24%
UBS AM
28
UBS AM
Illinois
$304M +$3.01M +68,690 +1%
Federated Hermes
29
Federated Hermes
Pennsylvania
$283M +$28.2M +643,407 +11%
UBS Group
30
UBS Group
Switzerland
$251M +$22.7M +518,488 +10%
Truist Financial
31
Truist Financial
North Carolina
$243M +$16M +365,434 +7%
Goldman Sachs
32
Goldman Sachs
New York
$230M -$162M -3,685,005 -41%
Deutsche Bank
33
Deutsche Bank
Germany
$203M +$54.1M +1,233,620 +35%
N
34
Nuveen
North Carolina
$199M -$59.8M -1,362,119 -23%
Wells Fargo
35
Wells Fargo
California
$198M -$21.6M -493,062 -10%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$198M -$53.8M -1,227,569 -21%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$180M -$69.4M -1,582,972 -27%
RJA
38
Raymond James & Associates
Florida
$180M -$13.3M -303,023 -7%
BAM
39
Burgundy Asset Management
Ontario, Canada
$175M +$2.54M +57,909 +1%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$170M -$2.74M -62,569 -2%
Ameriprise
41
Ameriprise
Minnesota
$168M -$52M -1,185,443 -23%
Barclays
42
Barclays
United Kingdom
$153M +$60.4M +1,376,539 +63%
Stifel Financial
43
Stifel Financial
Missouri
$148M -$5.1M -116,232 -3%
Jennison Associates
44
Jennison Associates
New York
$145M -$3.57M -81,490 -2%
Bessemer Group
45
Bessemer Group
New Jersey
$138M +$976K +22,250 +0.7%
First Trust Advisors
46
First Trust Advisors
Illinois
$135M +$43.4M +988,463 +46%
Sanders Capital
47
Sanders Capital
Florida
$132M -$1.27M -29,000 -0.9%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$130M +$565K +12,879 +0.4%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$128M -$3.19M -72,677 -2%
Prudential Financial
50
Prudential Financial
New Jersey
$128M -$4.44M -101,106 -3%

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.