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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
SCM
601
Silvant Capital Management
Georgia
$1.53M -$14.5K -301 -0.9%
SJIM
602
St. Johns Investment Management
Florida
$1.52M +$51K +1,061 +3%
HAI
603
Hennessy Advisors Inc
California
$1.52M -$337K -7,000 -17%
CB
604
CNB Bank
Pennsylvania
$1.52M +$56.7K +1,178 +3%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$1.5M -$38.1K -791 -2%
CIC
606
Carnegie Investment Counsel
Ohio
$1.5M +$1.05M +21,759 +172%
BTI
607
Blue Trust Inc
Georgia
$1.5M +$132K +2,736 +9%
CNC
608
Citizens & Northern Corp
Pennsylvania
$1.49M +$5.82K +121 +0.4%
SFI
609
Siemens Fonds Invest
Germany
$1.48M -$73K -1,518 -4%
AC
610
Allstate Corporation
Illinois
$1.48M -$62.6K -1,302 -4%
AAS
611
Avantax Advisory Services
Texas
$1.47M +$125K +2,597 +8%
UAS
612
United Asset Strategies
New York
$1.47M +$29.6K +615 +2%
LNC
613
Lincoln National Corp
Pennsylvania
$1.47M +$203K +4,221 +14%
TIA
614
Tandem Investment Advisors
South Carolina
$1.45M +$185K +3,839 +13%
PAMG
615
Patton Albertson Miller Group
Tennessee
$1.45M -$50.6K -1,052 -3%
TW
616
Transform Wealth
Colorado
$1.45M -$73.8K -1,534 -4%
WAP
617
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$356K +7,394 +29%
GRP
618
Global Retirement Partners
California
$1.43M +$76.2K +1,583 +5%
CA
619
Cornerstone Advisory
Maryland
$1.43M -$5.2K -108 -0.3%
EF
620
Empirical Finance
Pennsylvania
$1.42M +$255K +5,298 +19%
SWM
621
SeaCrest Wealth Management
New York
$1.41M -$32.5K -676 -2%
BWM
622
BCS Wealth Management
Tennessee
$1.41M +$19.8K +412 +1%
IC
623
IEQ Capital
California
$1.41M +$765K +15,901 +97%
MA
624
MCF Advisors
Kentucky
$1.4M -$13.7K -285 -0.9%
CTC
625
Central Trust Company
Missouri
$1.4M +$77.5K +1,610 +5%

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.