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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
TNA
701
True North Advisors
Texas
$1.13M -$159K -3,228 -12%
BCP
702
Berkeley Capital Partners
Georgia
$1.13M +$274K +5,560 +30%
CAG
703
Csenge Advisory Group
Florida
$1.12M +$131K +2,663 +13%
SWM
704
Spire Wealth Management
Virginia
$1.11M -$672K -13,634 -37%
SBIA
705
Sheaff Brock Investment Advisors
Indiana
$1.11M +$4.93K +100 +0.4%
SS
706
Simplicity Solutions
Minnesota
$1.11M +$199K +4,043 +21%
CAC
707
Certified Advisory Corp
Florida
$1.1M -$23.9K -484 -2%
DAS
708
Dynamic Advisor Solutions
Arizona
$1.1M +$15.9K +323 +1%
NFG
709
Norris Financial Group
South Carolina
$1.09M +$1.13M +22,993 New
WANY
710
Wealthspire Advisors (New York)
New York
$1.08M -$32K -649 -3%
MGP
711
Metis Global Partners
California
$1.08M +$84.9K +1,721 +8%
WFS
712
Widmann Financial Services
Maryland
$1.07M +$22.3K +453 +2%
VFA
713
Voya Financial Advisors
Connecticut
$1.07M +$232K +4,699 +26%
EWA
714
EP Wealth Advisors
California
$1.07M +$133K +2,689 +14%
Vontobel Holding
715
Vontobel Holding
Switzerland
$1.06M -$28.8K -584 -3%
AF
716
Allworth Financial
California
$1.06M +$959K +19,447 +682%
LIM
717
Loudon Investment Management
New Hampshire
$1.06M +$476K +9,645 +76%
AWM
718
Aprio Wealth Management
Georgia
$1.05M +$8.88K +180 +0.8%
AT
719
American Trust
Kentucky
$1.05M -$109K -2,220 -9%
FTDI
720
First Trust Direct Indexing
Massachusetts
$1.04M -$152K -3,084 -12%
SC
721
Searle & Co
Connecticut
$1.04M -$5.67K -115 -0.5%
VWA
722
V Wealth Advisors
Kansas
$1.03M +$574K +11,634 +115%
BL
723
Balentine LLC
Georgia
$1.03M -$466K -9,446 -30%
NB
724
Nicolet Bankshares
Wisconsin
$1.03M +$132K +2,678 +14%
LSV Asset Management
725
LSV Asset Management
Illinois
$1.03M

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.