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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
SWM
751
Selective Wealth Management
Virginia
$936K
CWP
752
Curated Wealth Partners
California
$930K +$417K +8,456 +76%
SSWM
753
Sheets Smith Wealth Management
North Carolina
$926K -$23.5K -477 -2%
P
754
Pitcairn
Pennsylvania
$920K -$36.9K -748 -4%
BO
755
Bank OZK
Arkansas
$917K +$5.08K +103 +0.5%
BTW
756
Boston Trust Walden
Massachusetts
$916K +$1.63K +33 +0.2%
MWM
757
Meridian Wealth Management
Kentucky
$914K -$197K -3,998 -17%
IMOV
758
Investment Management of Virginia
Virginia
$910K -$25.6K -520 -3%
WPA
759
West Paces Advisors
Georgia
$909K -$61.4K -1,244 -6%
FSA
760
Franklin Street Advisors
North Carolina
$906K -$7.64K -155 -0.8%
IC
761
Inverness Counsel
New York
$902K -$215K -4,365 -19%
PAM
762
Paradigm Asset Management
New York
$889K
CCM
763
Copeland Capital Management
Pennsylvania
$888K -$40.2K -815 -4%
BCM
764
Brookstone Capital Management
Illinois
$887K -$9.17K -186 -1%
CL
765
CSS LLC
Illinois
$883K
MSA
766
Marino Stram & Associates
Massachusetts
$882K +$88.8K +1,801 +11%
NCM
767
Novare Capital Management
North Carolina
$880K +$9.86K +200 +1%
OIA
768
OneDigital Investment Advisors
Kansas
$876K +$28.9K +586 +3%
VFA
769
Valeo Financial Advisors
Indiana
$865K -$415K -8,405 -32%
LCM
770
Leisure Capital Management
California
$858K +$22.8K +463 +3%
DWA
771
Douglass Winthrop Advisors
New York
$858K +$27.8K +564 +3%
Lido Advisors
772
Lido Advisors
California
$855K +$25.4K +516 +3%
BW
773
Bison Wealth
Georgia
$844K -$9.86K -200 -1%
CCM
774
Canal Capital Management
Virginia
$840K +$18.8K +381 +2%
MW
775
Marcum Wealth
Ohio
$832K +$24.8K +503 +3%

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.