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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
S
676
Seeyond
France
$1.14M -$44K -914 -3%
RC
677
RBF Capital
California
$1.13M
MAM
678
Meeder Asset Management
Ohio
$1.12M +$75.7K +1,573 +7%
BJL
679
Brighton Jones LLC
Washington
$1.12M +$5.39K +112 +0.4%
AWS
680
Atria Wealth Solutions
New York
$1.12M +$6.83K +142 +0.6%
WPW
681
Waldron Private Wealth
Pennsylvania
$1.11M -$80K -1,662 -6%
BCV
682
Banque Cantonale Vaudoise
Switzerland
$1.11M
CCFCSB
683
Cape Cod Five Cents Savings Bank
Massachusetts
$1.11M -$275K -5,712 -18%
SB
684
Simmons Bank
Arkansas
$1.11M +$223K +4,628 +22%
TTWM
685
TCV Trust & Wealth Management
Virginia
$1.1M -$247K -5,137 -17%
MGP
686
Metis Global Partners
California
$1.1M +$121K +2,506 +11%
BI
687
Ballast Inc
Kentucky
$1.1M +$14.4K +299 +1%
LNWWM
688
Laird Norton Wetherby Wealth Management
California
$1.09M -$19.1K -396 -2%
AIMCA
689
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.09M +$1.21M +25,157 New
BS
690
Bessemer Securities
New York
$1.09M
GA
691
GoalVest Advisory
New York
$1.09M +$190K +3,949 +19%
MFT
692
Moisand Fitzgerald Tamayo
Florida
$1.08M +$2.17K +45 +0.2%
PIFP
693
Partners in Financial Planning
Virginia
$1.08M -$1.68K -35 -0.1%
PFS
694
Prospera Financial Services
Texas
$1.07M +$689K +14,310 +138%
MCM
695
Monument Capital Management
Virginia
$1.07M -$56.6K -1,176 -5%
AMIM
696
Aull & Monroe Investment Management
Alabama
$1.06M -$30.3K -629 -3%
CAG
697
Csenge Advisory Group
Florida
$1.06M +$30.5K +633 +3%
FL
698
Fourthstone LLC
Missouri
$1.05M +$1.16M +24,100 New
CAAS
699
Capital Asset Advisory Services
Michigan
$1.04M -$162K -3,361 -12%
VWA
700
V Wealth Advisors
Kansas
$1.04M +$104K +2,160 +10%

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.