We are live on ! Find out more
TFC icon

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
WS
801
Wedbush Securities
California
$714K -$14K -290 -2%
AIP
802
Ameritas Investment Partners
Nebraska
$710K -$16.2K -336 -2%
WC
803
Whitney & Co
New York
$703K -$21.8K -453 -3%
Millennium Management
804
Millennium Management
New York
$702K +$776K +16,118 New
CCA
805
Checchi Capital Advisers
California
$694K -$8.56K -178 -1%
LIM
806
Longfellow Investment Management
Massachusetts
$694K
MFG
807
Monte Financial Group
Connecticut
$690K +$80.6K +1,676 +12%
MMPW
808
Mitchell McLeod Pugh & Williams
Alabama
$686K +$19.7K +410 +3%
CFCI
809
Comprehensive Financial Consultants Institutional
Indiana
$685K +$79.7K +1,656 +12%
BCM
810
Brookstone Capital Management
Illinois
$682K -$115K -2,381 -13%
FCA
811
FLC Capital Advisors
California
$682K -$53.8K -1,118 -7%
HI
812
Horizon Investments
North Carolina
$681K +$242K +5,029 +47%
LCM
813
Linker Capital Management
Kentucky
$676K
IDBONY
814
Israel Discount Bank of New York
New York
$673K +$15.4K +321 +2%
M
815
Mirova
France
$664K -$44K -914 -6%
RMC
816
Resources Management Corp
Connecticut
$662K
BP
817
Ballentine Partners
Massachusetts
$661K +$88.5K +1,839 +14%
GCM
818
Galibier Capital Management
Ontario, Canada
$660K
CT
819
Caldwell Trust
Florida
$660K +$23.3K +484 +3%
VRM
820
Vectors Research Management
New York
$659K -$684K -14,208 -48%
ICA
821
Infrastructure Capital Advisors
New York
$658K +$727K +15,104 New
MMHP
822
Murphy Middleton Hinkle & Parker
Georgia
$657K -$3.37K -70 -0.5%
TAM
823
Trust Asset Management
Texas
$655K +$49.6K +1,030 +7%
WC
824
Westhampton Capital
North Carolina
$648K
MWM
825
Modera Wealth Management
New Jersey
$645K -$109K -2,271 -13%

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.