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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
SKK
726
Shepherd Kaplan Krochuk
Massachusetts
$1.03M +$119K +2,403 +12%
GA
727
GoalVest Advisory
New York
$1.03M +$1.04M +21,074 +150,529%
MCCP
728
Mission Creek Capital Partners
California
$1.02M -$23.7K -481 -2%
BRWA
729
B. Riley Wealth Advisors
Florida
$1.02M -$365K -7,396 -26%
SWA
730
Stratos Wealth Advisors
Ohio
$1.02M +$9.86K +200 +0.9%
CA
731
Clearstead Advisors
Ohio
$1.01M -$45.1K -915 -4%
LWAC
732
Laurel Wealth Advisors (California)
California
$1.01M -$42.4K -860 -4%
BIA
733
BHK Investment Advisors
Alabama
$1.01M +$229K +4,650 +28%
AWM
734
Atticus Wealth Management
Florida
$1M -$17.1K -346 -2%
SB
735
Simmons Bank
Arkansas
$994K
SFG
736
Summit Financial Group
West Virginia
$992K
MA
737
Mutual Advisors
Nebraska
$986K -$53.4K -1,082 -5%
JCM
738
Jacobi Capital Management
Pennsylvania
$983K +$31.9K +646 +3%
IAIM
739
Industrial Alliance Investment Management
Quebec, Canada
$982K -$63.5K -1,288 -6%
SFP
740
Shepherd Financial Partners
Massachusetts
$979K +$108K +2,192 +12%
WIC
741
Woodmont Investment Counsel
Tennessee
$973K +$27.6K +560 +3%
GHA
742
GW Henssler & Associates
Georgia
$970K -$28.5M -578,493 -97%
Grantham, Mayo, Van Otterloo & Co (GMO)
743
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$968K +$1.01M +20,400 New
GA
744
Greenspring Advisors
Maryland
$966K
FBT
745
First Bankers Trust
Kentucky
$965K -$66.6K -1,350 -6%
THWM
746
Taylor Hoffman Wealth Management
Virginia
$964K +$296 +6 +0%
LFA
747
Legacy Financial Advisors
Kentucky
$959K +$11K +224 +1%
MA
748
MAS Advisors
Florida
$957K -$4.34K -88 -0.4%
OFG
749
OmniStar Financial Group
North Carolina
$954K +$2.61K +53 +0.3%
SAM
750
Sabadell Asset Management
Spain
$938K

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.