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Truist Financial

1,487 hedge funds and large institutions have $42.4B invested in Truist Financial in 2022 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 568 increasing their positions, 559 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $236M | Put options by funds: $91.2M

107% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 86

4% more funds holding

Funds holding: 1,4231,487 (+64)

2% more repeat investments, than reductions

Existing positions increased: 568 | Existing positions reduced: 559

0.08% more ownership

Funds ownership: 73.72%73.8% (+0.08%)

0% less capital invested

Capital invested by funds: $42.5B → $42.4B (-$94.9M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,487
Holders Change
+64
Holders Change %
+4.5%
% of All Funds
23.9%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
178
Increased
568
Reduced
559
Closed
86
Calls
$236M
Puts
$91.2M
Net Calls
+$144M
Net Calls Change
+$46.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Cullen Capital Management
New York
$127M -$35.7M -813,805 -22%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$125M +$7.81M +178,029 +7%
APG Asset Management
53
APG Asset Management
Netherlands
$124M +$21.3M +485,598 +20%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$113M +$196K +4,461 +0.2%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$109M +$67M +1,527,597 +153%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$106M +$4.27M +97,286 +4%
Capital World Investors
57
Capital World Investors
California
$99.7M +$2.15K +49 +0%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$98.2M +$1.33M +30,353 +1%
CS
59
Credit Suisse
Switzerland
$98.1M +$3.63M +82,761 +4%
Millennium Management
60
Millennium Management
New York
$94.5M +$95.7M +2,180,845 +13,530%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$94M +$11.2M +255,726 +13%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$92.9M -$28M -638,869 -23%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$91.2M +$34.2M +779,891 +58%
PCM
64
Prana Capital Management
Connecticut
$89.2M -$12.6M -286,916 -12%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$88.9M +$4.65M +106,013 +5%
EIP
66
Epoch Investment Partners
New York
$88.7M +$3.4M +77,466 +4%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$87.8M -$1.31M -29,840 -1%
National Pension Service
68
National Pension Service
South Korea
$87.6M +$1.86M +42,344 +2%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$87.5M +$6.63M +151,196 +8%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$85.2M +$12.6M +287,507 +17%
EAM
71
Eagle Asset Management
Florida
$82.1M -$1.12M -25,632 -1%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8M -$1.96M -44,711 -2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$75.6M +$4.5M +102,596 +6%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$73.8M +$9.69M +220,898 +15%
HighTower Advisors
75
HighTower Advisors
Illinois
$73.2M -$2.18M -49,644 -3%

TFC Hedge Fund Activity: Q4 2022 in Review

1,487 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q4 2022, worth a combined $42.4B — down 0.22% from $42.5B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new TFC positions and 86 closed out — a net gain of 92 holders — while 568 added to existing stakes and 559 trimmed.

The largest buyer was Amundi, adding an estimated $241M. The largest seller was Capital International Investors, cutting an estimated $357M.

  • 1,487 institutional investors held Truist Financial (TFC) as of Q4 2022, up from 1,423 in Q3 2022.
  • Funds reported $42.4B of Truist Financial stock for Q4 2022, down 0.22% quarter-over-quarter.
  • 178 funds opened new Truist Financial positions in Q4 2022 and 86 closed out, a net change of +92 holders.
  • The largest Truist Financial buyer in Q4 2022 was Amundi, an estimated $241M added.
  • The largest Truist Financial seller in Q4 2022 was Capital International Investors, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2022.