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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
BCP
676
Blue Chip Partners
Michigan
$1.23M -$154K -3,117 -11%
RC
677
RBF Capital
California
$1.23M
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$1.22M -$13K -264 -1%
MCM
679
Monument Capital Management
Virginia
$1.22M -$810K -16,425 -39%
MGIA
680
Moneta Group Investment Advisors
Missouri
$1.22M -$71.5K -1,449 -5%
FFA
681
Founders Financial Alliance
North Carolina
$1.22M -$166K -3,366 -12%
BCV
682
Banque Cantonale Vaudoise
Switzerland
$1.21M -$266K -5,400 -17%
CG
683
Caprock Group
Idaho
$1.21M +$99K +2,008 +9%
BJL
684
Brighton Jones LLC
Washington
$1.21M +$393K +7,967 +45%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$1.21M +$94.1K +1,908 +8%
AWS
686
Atria Wealth Solutions
New York
$1.21M +$178K +3,611 +16%
WG
687
Winton Group
United Kingdom
$1.2M +$1.25M +25,258 New
William Blair Investment Management
688
William Blair Investment Management
Illinois
$1.2M -$7.89K -160 -0.6%
BS
689
Bessemer Securities
New York
$1.19M
BI
690
Ballast Inc
Kentucky
$1.19M +$106K +2,155 +9%
AMIM
691
Aull & Monroe Investment Management
Alabama
$1.18M -$5.03K -102 -0.4%
MFT
692
Moisand Fitzgerald Tamayo
Florida
$1.17M +$1.22M +24,699 New
BPA
693
Beacon Pointe Advisors
California
$1.17M -$1.68M -34,065 -58%
PA
694
Profund Advisors
Maryland
$1.17M -$491K -9,961 -29%
PGAM
695
Princeton Global Asset Management
New Jersey
$1.16M +$22.7K +460 +2%
TF
696
TIAA FSB
Florida
$1.16M -$391K -7,924 -25%
SLI
697
Sumitomo Life Insurance
Japan
$1.15M +$20.6K +418 +2%
MAM
698
Meeder Asset Management
Ohio
$1.15M +$127K +2,573 +12%
FAP
699
Financial Advisory Partners
Florida
$1.15M +$1.19M +24,180 New
PIFP
700
Partners in Financial Planning
Virginia
$1.14M -$89.1K -1,806 -7%

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.