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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
OSAM
551
O'Shaughnessy Asset Management
Connecticut
$1.84M -$82.8K -1,720 -4%
OF
552
Outfitter Financial
Maine
$1.84M +$107K +2,224 +6%
BCM
553
Buckhead Capital Management
Georgia
$1.82M
AT
554
Arvest Trust
Oklahoma
$1.8M +$432K +8,969 +28%
CWM
555
Curi Wealth Management
North Carolina
$1.8M +$1.93M +40,065 +3,364%
HCM
556
Hengehold Capital Management
Ohio
$1.79M -$217K -4,500 -10%
FHB
557
First Hawaiian Bank
Hawaii
$1.79M -$3.61K -75 -0.2%
ACA
558
Anchor Capital Advisors
Massachusetts
$1.79M +$65.4K +1,360 +3%
EI
559
Ethic Inc
New York
$1.78M -$2.15M -44,762 -52%
TCM
560
Twin Capital Management
Pennsylvania
$1.78M -$7.99K -166 -0.4%
PHK
561
Point72 Hong Kong
Hong Kong
$1.78M +$1.95M +40,630 +25,879%
GCC
562
Game Creek Capital
Massachusetts
$1.77M +$710K +14,750 +57%
ECM
563
Everence Capital Management
Indiana
$1.77M
WAOTB
564
Wealth Advisors of Tampa Bay
Florida
$1.76M -$1.82M -37,760 -48%
IBOK
565
Independence Bank of Kentucky
Kentucky
$1.76M +$13.3K +276 +0.7%
SFA
566
Sequoia Financial Advisors
Ohio
$1.75M -$337K -7,003 -15%
RPC
567
Rossmore Private Capital
Connecticut
$1.75M +$12.5K +260 +0.7%
SAM
568
Sompo Asset Management
Japan
$1.75M +$33.2K +690 +2%
SPIA
569
Steward Partners Investment Advisory
New York
$1.75M -$198K -4,110 -9%
SM
570
Salzhauer Michael
$1.73M
RCM
571
Raleigh Capital Management
North Carolina
$1.73M +$389K +8,087 +26%
IA
572
Icon Advisers
Colorado
$1.7M
PCM
573
Parsons Capital Management
Rhode Island
$1.7M -$1.44K -30 -0.1%
BHC
574
Bowen Hanes & Co
Florida
$1.69M
PFS
575
Physicians Financial Services
North Carolina
$1.69M -$60.1K -1,250 -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.