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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
CWP
751
Curated Wealth Partners
California
$873K +$22.8K +473 +2%
THWM
752
Taylor Hoffman Wealth Management
Virginia
$871K +$337 +7 +0%
P
753
Pitcairn
Pennsylvania
$865K +$23.5K +488 +3%
BW
754
Bison Wealth
Georgia
$863K +$97.5K +2,027 +11%
SWM
755
Selective Wealth Management
Virginia
$860K +$1.49K +31 +0.2%
IMOV
756
Investment Management of Virginia
Virginia
$849K +$15.3K +317 +2%
GA
757
Greenspring Advisors
Maryland
$847K -$43.9K -913 -4%
IMRF
758
Illinois Municipal Retirement Fund
Illinois
$847K +$342K +7,118 +58%
BTW
759
Boston Trust Walden
Massachusetts
$841K
SICM
760
Sustainable Insight Capital Management
New York
$840K -$409K -8,500 -31%
GHA
761
GW Henssler & Associates
Georgia
$840K -$55.9K -1,162 -6%
IWM
762
IHT Wealth Management
Illinois
$834K +$254K +5,287 +38%
MGWM
763
Marks Group Wealth Management
Minnesota
$832K +$134K +2,777 +17%
LCM
764
Leisure Capital Management
California
$825K +$41.4K +861 +5%
ECG
765
Edge Capital Group
Georgia
$816K -$829K -17,233 -48%
CL
766
CSS LLC
Illinois
$811K
PAM
767
Paradigm Asset Management
New York
$807K -$9.62K -200 -1%
NSB
768
Norway Savings Bank
Maine
$801K +$133K +2,760 +18%
MYLI
769
Meiji Yasuda Life Insurance
Japan
$798K +$132K +2,743 +18%
MWM
770
Meridian Wealth Management
Kentucky
$795K -$48.5K -1,008 -5%
FSA
771
Fort Sheridan Advisors
Illinois
$794K +$71.6K +1,489 +9%
Tudor Investment Corp
772
Tudor Investment Corp
Connecticut
$792K -$3.21M -66,676 -79%
SW
773
SVB Wealth
Massachusetts
$789K +$651K +13,539 +296%
Lido Advisors
774
Lido Advisors
California
$784K -$962 -20 -0.1%
OIA
775
OneDigital Investment Advisors
Kansas
$774K -$32.8K -681 -4%

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.