We are live on ! Find out more
TFC icon

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
FBT
576
First Bank & Trust
South Dakota
$1.69M +$89.4K +1,858 +5%
KPWS
577
Kestra Private Wealth Services
Texas
$1.68M +$21.5K +447 +1%
TCA
578
Transcend Capital Advisors
New Jersey
$1.68M +$260K +5,399 +16%
XSC
579
X-Square Capital
Puerto Rico
$1.66M +$19.6K +407 +1%
PAG
580
Private Advisor Group
New Jersey
$1.66M -$1.5M -31,262 -45%
NRS
581
Neville Rodie & Shaw
New York
$1.65M
MCAI
582
Members Capital Advisors Inc
Wisconsin
$1.65M +$1.83M +37,986 New
VanEck Associates
583
VanEck Associates
New York
$1.65M +$120K +2,496 +7%
BIC
584
Beach Investment Counsel
Pennsylvania
$1.64M -$586K -12,175 -24%
BFS
585
Bard Financial Services
Connecticut
$1.64M +$178K +3,700 +11%
JWCA
586
J.W. Cole Advisors
Florida
$1.64M +$37.3K +775 +2%
MNBTD
587
Moody National Bank Trust Division
Texas
$1.64M +$381K +7,918 +27%
MCM
588
McMillion Capital Management
North Carolina
$1.63M -$98.7K -2,051 -5%
GIA
589
GHP Investment Advisors
Colorado
$1.6M -$15.6K -325 -0.9%
BRWA
590
B. Riley Wealth Advisors
Florida
$1.6M +$737K +15,321 +72%
SA
591
Strategic Advisors
New York
$1.6M -$37.5K -780 -2%
RWM
592
RKL Wealth Management
Pennsylvania
$1.6M +$24.1K +501 +1%
FNB
593
Farmers National Bank
Kentucky
$1.59M +$15.7K +327 +0.9%
BS
594
Boenning & Scattergood
Pennsylvania
$1.58M -$52.3K -1,087 -3%
BO
595
Bank OZK
Arkansas
$1.58M +$818K +17,000 +88%
GT
596
Glenmede Trust
Pennsylvania
$1.58M -$17.1K -356 -1%
AWA
597
Arkadios Wealth Advisors
Georgia
$1.58M +$318K +6,606 +22%
OHWP
598
Oak Harbor Wealth Partners
North Carolina
$1.58M +$83.6K +1,737 +5%
GCA
599
Greenwood Capital Associates
South Carolina
$1.56M +$45K +935 +3%
ICG
600
InterOcean Capital Group
Tennessee
$1.56M +$135K +2,797 +8%

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.