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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
SSWM
726
Sheets Smith Wealth Management
North Carolina
$936K +$94.3K +1,960 +10%
FSA
727
Franklin Street Advisors
North Carolina
$932K +$111K +2,301 +12%
AWM
728
Aprio Wealth Management
Georgia
$928K -$43.3K -899 -4%
BIA
729
BHK Investment Advisors
Alabama
$927K +$2.89K +60 +0.3%
CG
730
Caprock Group
Idaho
$926K -$208K -4,320 -17%
FBT
731
First Bankers Trust
Kentucky
$926K +$44.1K +917 +5%
MCCP
732
Mission Creek Capital Partners
California
$924K -$14.4K -300 -1%
MA
733
Mutual Advisors
Nebraska
$924K +$20K +416 +2%
IC
734
Inverness Counsel
New York
$921K +$103K +2,145 +11%
SFP
735
Shepherd Financial Partners
Massachusetts
$914K +$16.4K +340 +2%
SFG
736
Summit Financial Group
West Virginia
$911K
OPS
737
Orion Portfolio Solutions
Nebraska
$910K +$251K +5,226 +33%
VFA
738
Valeo Financial Advisors
Indiana
$903K +$121K +2,505 +14%
NB
739
Nicolet Bankshares
Wisconsin
$901K -$50.2K -1,044 -5%
Vontobel Holding
740
Vontobel Holding
Switzerland
$897K -$85.5K -1,778 -8%
MSA
741
Marino Stram & Associates
Massachusetts
$896K +$95.8K +1,992 +11%
LFA
742
Legacy Financial Advisors
Kentucky
$894K +$15.3K +319 +2%
WIM
743
WealthPlan Investment Management
Nebraska
$889K +$1.02M +21,256 New
IAIM
744
Industrial Alliance Investment Management
Quebec, Canada
$887K -$15.9K -330 -2%
TMAM
745
Tokio Marine Asset Management
Japan
$883K +$135K +2,796 +16%
MA
746
MAS Advisors
Florida
$879K
OFG
747
OmniStar Financial Group
North Carolina
$879K +$2.84K +59 +0.3%
WANY
748
Wealthspire Advisors (New York)
New York
$874K -$133K -2,774 -12%
CA
749
Clearstead Advisors
Ohio
$874K -$59.3K -1,232 -6%
WIC
750
Woodmont Investment Counsel
Tennessee
$873K -$22K -457 -2%

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.