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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
PA
701
Profund Advisors
Maryland
$1.03M -$42.5K -884 -4%
VFA
702
Voya Financial Advisors
Connecticut
$1.02M +$35K +727 +3%
SAM
703
Sabadell Asset Management
Spain
$1.02M +$77.1K +1,603 +8%
SBIA
704
Sheaff Brock Investment Advisors
Indiana
$1.02M
TNA
705
True North Advisors
Texas
$1.02M -$16K -332 -1%
JCM
706
Jacobi Capital Management
Pennsylvania
$1.02M +$130K +2,712 +13%
PGAM
707
Princeton Global Asset Management
New Jersey
$1.02M -$48.2K -1,001 -4%
DAS
708
Dynamic Advisor Solutions
Arizona
$1.02M +$13.2K +274 +1%
NFG
709
Norris Financial Group
South Carolina
$1.01M +$12.3K +256 +1%
CAC
710
Certified Advisory Corp
Florida
$1.01M +$914 +19 +0.1%
AWM
711
Atticus Wealth Management
Florida
$1M
FTDI
712
First Trust Direct Indexing
Massachusetts
$990K +$36.1K +751 +3%
SLI
713
Sumitomo Life Insurance
Japan
$986K -$77.5K -1,611 -7%
GF
714
Gries Financial
Ohio
$981K +$1.08M +22,531 New
WFS
715
Widmann Financial Services
Maryland
$981K -$4.67K -97 -0.4%
PRC
716
Pearl River Capital
Michigan
$976K +$1.08M +22,416 New
LWAC
717
Laurel Wealth Advisors (California)
California
$964K +$41.8K +869 +4%
AT
718
American Trust
Kentucky
$961K -$5.77K -120 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
719
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$958K +$77K +1,600 +8%
SC
720
Searle & Co
Connecticut
$955K
TF
721
TIAA FSB
Florida
$953K -$118K -2,459 -10%
BCP
722
Berkeley Capital Partners
Georgia
$953K -$91.5K -1,901 -8%
AF
723
Allworth Financial
California
$949K -$24.6K -511 -2%
WPA
724
West Paces Advisors
Georgia
$942K +$119K +2,467 +13%
ECM
725
ExodusPoint Capital Management
New York
$942K +$1.04M +21,625 New

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.