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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
MC
576
Moors & Cabot
Massachusetts
$1.81M +$119K +2,414 +7%
KPWS
577
Kestra Private Wealth Services
Texas
$1.81M +$251K +5,091 +15%
NRS
578
Neville Rodie & Shaw
New York
$1.8M -$2.47K -50 -0.1%
XSC
579
X-Square Capital
Puerto Rico
$1.79M +$46.1K +934 +3%
SA
580
Strategic Advisors
New York
$1.78M -$127K -2,581 -6%
BS
581
Boenning & Scattergood
Pennsylvania
$1.78M +$543 +11 +0%
NIMI
582
Natixis Investment Managers International
France
$1.77M +$66.5K +1,348 +4%
GIA
583
GHP Investment Advisors
Colorado
$1.76M -$28.6K -579 -2%
JWCA
584
J.W. Cole Advisors
Florida
$1.75M +$27.8K +564 +2%
FBT
585
First Bank & Trust
South Dakota
$1.75M +$851K +17,258 +88%
AssetMark Inc
586
AssetMark Inc
California
$1.75M +$742K +15,043 +69%
GT
587
Glenmede Trust
Pennsylvania
$1.74M -$60.9K -1,234 -3%
RIM
588
Redpoint Investment Management
Australia
$1.74M +$102K +2,069 +6%
FNB
589
Farmers National Bank
Kentucky
$1.72M -$75.9K -1,538 -4%
RWM
590
RKL Wealth Management
Pennsylvania
$1.72M +$62.4K +1,265 +4%
HPC
591
HM Payson & Co
Maine
$1.71M -$80.2K -1,626 -4%
SFI
592
Siemens Fonds Invest
Germany
$1.69M -$21.3K -432 -1%
SCM
593
Silvant Capital Management
Georgia
$1.68M -$25.1K -509 -1%
VanEck Associates
594
VanEck Associates
New York
$1.68M +$60.1K +1,219 +4%
Carson Wealth (CWM LLC)
595
Carson Wealth (CWM LLC)
Nebraska
$1.67M +$1.1M +22,225 +171%
AC
596
Allstate Corporation
Illinois
$1.67M +$10.2K +207 +0.6%
GCA
597
Greenwood Capital Associates
South Carolina
$1.66M +$1.71M +34,654 +10,501%
Twin Tree Management
598
Twin Tree Management
Texas
$1.65M -$263K -5,342 -13%
TW
599
Transform Wealth
Colorado
$1.65M -$75.1K -1,523 -4%
OHWP
600
Oak Harbor Wealth Partners
North Carolina
$1.64M +$59.4K +1,205 +4%

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.