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Truist Financial

1,423 hedge funds and large institutions have $42.5B invested in Truist Financial in 2022 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 628 increasing their positions, 488 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $175M | Put options by funds: $77M

29% more repeat investments, than reductions

Existing positions increased: 628 | Existing positions reduced: 488

0.11% more ownership

Funds ownership: 73.61%73.72% (+0.11%)

5% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 100

2% less funds holding

Funds holding: 1,4461,423 (-23)

8% less capital invested

Capital invested by funds: $46.4B → $42.5B (-$3.87B)

15% less funds holding in top 10

Funds holding in top 10: 2017 (-3)

Holders
1,423
Holders Change
-23
Holders Change %
-1.59%
% of All Funds
24.51%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.29%
New
95
Increased
628
Reduced
488
Closed
100
Calls
$175M
Puts
$77M
Net Calls
+$97.6M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Gotham Asset Management
New York
$2.16M +$1.67M +34,795 +235%
NMIMC
502
Northwestern Mutual Investment Management Company
Wisconsin
$2.15M -$487K -10,122 -17%
CT
503
Colonial Trust
South Carolina
$2.14M +$2.36M +49,065 New
TCOT
504
Trust Company of Toledo
Ohio
$2.13M +$15.7K +326 +0.7%
MF
505
Magnetar Financial
Illinois
$2.13M +$2.35M +48,806 New
WA
506
Waddell & Associates
Tennessee
$2.12M -$95.2K -1,978 -4%
SAM
507
Silvercrest Asset Management
New York
$2.12M +$27.3K +568 +1%
IWA
508
IVC Wealth Advisors
Pennsylvania
$2.11M +$121K +2,509 +5%
B
509
Bailard
California
$2.11M +$54.5K +1,133 +2%
DCM
510
Delta Capital Management
New Jersey
$2.1M
ACM
511
Aquatic Capital Management
Illinois
$2.1M +$2.32M +48,200 New
ACM
512
Argyle Capital Management
Pennsylvania
$2.09M
HWA
513
Heritage Wealth Advisors
Virginia
$2.09M +$914 +19 +0%
IA
514
IFP Advisors
Florida
$2.09M +$6.74K +140 +0.4%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.07M +$98.4K +2,046 +4%
ONST
516
Old North State Trust
North Carolina
$2.05M +$2.27M +47,129 +100,274%
RCA
517
Resonant Capital Advisors
Wisconsin
$2.05M -$22.9K -475 -1%
CA
518
Cetera Advisors
Colorado
$2.04M -$196K -4,079 -8%
SWP
519
Stratos Wealth Partners
Ohio
$2.04M +$734K +15,259 +48%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$2.03M +$246K +5,121 +12%
LCM
521
Lewis Capital Management
California
$2.02M +$31.9K +663 +1%
PG
522
Patten Group
Tennessee
$2.01M -$3.71K -77 -0.2%
FCA
523
FinTrust Capital Advisors
South Carolina
$2M -$9.19K -191 -0.4%
CT
524
Coastline Trust
Rhode Island
$2M -$763K -15,855 -26%
Cetera Investment Advisers
525
Cetera Investment Advisers
Illinois
$2M -$77.6K -1,613 -3%

TFC Hedge Fund Activity: Q3 2022 in Review

1,423 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q3 2022, worth a combined $42.5B — down 8.3% from $46.4B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of TFC and 95 opened new positions — a net loss of 5 holders — while 488 trimmed existing stakes and 628 added.

The largest buyer was Amundi, adding an estimated $200M. The largest seller was Barclays, cutting an estimated $356M.

  • 1,423 institutional investors held Truist Financial (TFC) as of Q3 2022, down from 1,446 in Q2 2022.
  • Funds reported $42.5B of Truist Financial stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 95 funds opened new Truist Financial positions in Q3 2022 and 100 closed out, a net change of -5 holders.
  • The largest Truist Financial buyer in Q3 2022 was Amundi, an estimated $200M added.
  • The largest Truist Financial seller in Q3 2022 was Barclays, an estimated $356M sold.

Based on aggregated 13F filings for Q3 2022.