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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
CRM
476
Cramer Rosenthal McGlynn
Connecticut
$2.68M -$1.39M -28,091 -33%
LWANC
477
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.67M -$58.2K -1,180 -2%
FAB
478
First American Bank
Illinois
$2.66M -$197K -3,989 -7%
SCP
479
Shorepoint Capital Partners
Massachusetts
$2.61M +$328K +6,658 +14%
TNBTD
480
Trustmark National Bank Trust Department
Mississippi
$2.57M -$96.7K -1,961 -3%
HWAM
481
Hennion & Walsh Asset Management
New Jersey
$2.55M +$98.8K +2,004 +4%
USAA
482
United Services Automobile Association
Texas
$2.53M +$2.63M +53,320 New
ZIC
483
ZWJ Investment Counsel
Georgia
$2.53M +$250K +5,062 +11%
CB
484
Community Bank
New York
$2.52M +$149K +3,015 +6%
BMA
485
Brooks Moore & Associates
Tennessee
$2.52M -$516K -10,458 -16%
BBHC
486
Brown Brothers Harriman & Co
New York
$2.52M +$6.86K +139 +0.3%
NEI
487
Northwest & Ethical Investments
Ontario, Canada
$2.52M +$154K +3,124 +6%
DADC
488
D.A. Davidson & Co
Montana
$2.48M +$267K +5,407 +12%
PFO
489
Pathstone Family Office
New Jersey
$2.47M +$1.05M +21,300 +69%
NHC
490
Nicholas Hoffman & Company
Georgia
$2.46M -$31.4K -637 -1%
WF
491
Welch & Forbes
Massachusetts
$2.46M +$53.6K +1,087 +2%
SFA
492
Semmax Financial Advisors
North Carolina
$2.45M +$321K +6,509 +16%
RK
493
Rather & Kittrell
Tennessee
$2.44M
APF
494
Alaska Permanent Fund
Alaska
$2.44M +$469K +9,500 +23%
CA
495
Cetera Advisors
Colorado
$2.42M +$1.44M +29,246 +135%
WA
496
Waddell & Associates
Tennessee
$2.41M +$23.7K +480 +1%
CFN
497
Cordasco Financial Network
Florida
$2.37M
BIC
498
Beach Investment Counsel
Pennsylvania
$2.37M -$2.29M -46,431 -48%
NERM
499
New England Research & Management
Illinois
$2.37M -$22.9K -464 -0.9%
HL
500
HeadInvest LLC
Maine
$2.36M +$110K +2,240 +5%

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.