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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
OPS
801
Orion Portfolio Solutions
Nebraska
$743K -$41.5K -841 -5%
NSB
802
Norway Savings Bank
Maine
$743K +$57.9K +1,175 +8%
PA
803
Parallel Advisors
California
$740K +$27.8K +564 +4%
HH
804
Hilltop Holdings
Texas
$739K +$72.7K +1,475 +10%
MYLI
805
Meiji Yasuda Life Insurance
Japan
$739K +$562K +11,400 +272%
LCM
806
Linker Capital Management
Kentucky
$736K -$493 -10 -0.1%
MMPW
807
Mitchell McLeod Pugh & Williams
Alabama
$728K +$231K +4,680 +44%
CHC
808
City Holding Co
West Virginia
$724K -$182K -3,700 -20%
CCM
809
Coldstream Capital Management
Washington
$723K +$86.8K +1,761 +13%
TAIM
810
TD Ameritrade Investment Management
Nebraska
$721K -$227K -4,598 -23%
Assenagon Asset Management
811
Assenagon Asset Management
Luxembourg
$721K -$56.4K -1,144 -7%
RMC
812
Resources Management Corp
Connecticut
$721K
AWM
813
Apollon Wealth Management
South Carolina
$720K -$108K -2,180 -13%
MMHP
814
Murphy Middleton Hinkle & Parker
Georgia
$719K -$4.93K -100 -0.7%
GCM
815
Galibier Capital Management
Ontario, Canada
$718K
IDBONY
816
Israel Discount Bank of New York
New York
$717K -$71.7K -1,453 -9%
MAG
817
Mayfair Advisory Group
Alabama
$709K -$9.86K -200 -1%
WC
818
Westhampton Capital
North Carolina
$705K +$94.7K +1,920 +15%
GAM
819
Gotham Asset Management
New York
$703K -$344K -6,978 -32%
CT
820
Caldwell Trust
Florida
$696K -$13.3K -270 -2%
MC
821
Montag & Caldwell
Georgia
$691K +$718K +14,562 New
LGA
822
Lebenthal Global Advisors
New York
$689K +$280K +5,673 +64%
FCM
823
Fourpath Capital Management
Oklahoma
$683K +$289K +5,856 +69%
DA
824
Denali Advisors
California
$674K +$153K +3,100 +28%
CTI
825
Community Trust & Investment
Kentucky
$672K

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.