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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
BTI
601
Blue Trust Inc
Georgia
$1.63M +$1.42M +28,825 New
PAMG
602
Patton Albertson Miller Group
Tennessee
$1.63M -$12.8K -259 -0.7%
CNC
603
Citizens & Northern Corp
Pennsylvania
$1.62M -$7.5K -152 -0.4%
BFS
604
Bard Financial Services
Connecticut
$1.61M +$693K +14,050 +70%
SJIM
605
St. Johns Investment Management
Florida
$1.61M -$15.3K -311 -0.9%
CB
606
CNB Bank
Pennsylvania
$1.6M +$190K +3,856 +13%
SIAP
607
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.58M -$296K -6,000 -15%
TCA
608
Transcend Capital Advisors
New Jersey
$1.58M -$18.1K -366 -1%
UAS
609
United Asset Strategies
New York
$1.57M +$78.6K +1,593 +5%
SWM
610
SeaCrest Wealth Management
New York
$1.57M +$77.2K +1,566 +5%
ICG
611
InterOcean Capital Group
Tennessee
$1.56M +$76.3K +1,548 +5%
CA
612
Cornerstone Advisory
Maryland
$1.56M -$1.08M -21,936 -40%
MA
613
MCF Advisors
Kentucky
$1.54M +$28.4K +576 +2%
AT
614
Arvest Trust
Oklahoma
$1.54M +$280K +5,683 +21%
NDSI
615
Newman Dignan & Sheerar Inc
Rhode Island
$1.53M +$268K +5,441 +20%
BWM
616
BCS Wealth Management
Tennessee
$1.52M +$235K +4,774 +18%
AAM
617
Arabesque Asset Management
United Kingdom
$1.51M +$2.96K +60 +0.2%
CS
618
Comerica Securities
Michigan
$1.51M +$336K +6,816 +27%
SWP
619
Stratos Wealth Partners
Ohio
$1.5M -$173K -3,509 -10%
AWM
620
Aevitas Wealth Management
Massachusetts
$1.5M +$57.6K +1,167 +4%
FMWA
621
Forvis Mazars Wealth Advisors
Missouri
$1.5M +$1.34M +27,096 +603%
RCM
622
Raleigh Capital Management
North Carolina
$1.5M +$666K +13,508 +75%
CCFCSB
623
Cape Cod Five Cents Savings Bank
Massachusetts
$1.49M -$2.49M -50,467 -62%
AAS
624
Avantax Advisory Services
Texas
$1.48M -$12.1K -245 -0.8%
WWA
625
WCG Wealth Advisors
Nevada
$1.48M +$1.53M +31,102 New

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.