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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
MFG
826
Monte Financial Group
Connecticut
$672K +$15.9K +322 +2%
TPW
827
Transatlantique Private Wealth
New York
$669K +$696K +14,110 New
CGL
828
Clarius Group LLC
Washington
$665K -$5.67K -115 -0.8%
TAM
829
Trust Asset Management
Texas
$665K +$32.4K +656 +5%
WAAG
830
Wealth Alliance Advisory Group
Kansas
$664K +$8.24K +167 +1%
SIA
831
Schechter Investment Advisors
Michigan
$661K -$163K -3,307 -19%
IWM
832
IHT Wealth Management
Illinois
$658K -$10.2K -207 -1%
SCI
833
S&CO Inc
Massachusetts
$658K
NB
834
Northwest Bancshares
Pennsylvania
$655K
TI
835
Tidal Investments
Wisconsin
$653K -$678K -13,745 -50%
CRI
836
Colonial River Investments
Virginia
$652K -$1.28K -26 -0.2%
CFCI
837
Comprehensive Financial Consultants Institutional
Indiana
$650K -$592 -12 -0.1%
CFG
838
Citizens Financial Group
Rhode Island
$649K +$16.2K +328 +2%
PI
839
PEAK6 Investments
Illinois
$646K +$1.05M +21,270 New
BFO
840
Biltmore Family Office
North Carolina
$645K -$4.64K -94 -0.7%
HBW
841
Hazlett, Burt & Watson
West Virginia
$642K -$11.3K -230 -2%
AWC
842
Abundance Wealth Counselors
Pennsylvania
$642K +$46.4K +941 +7%
WQ
843
Wealth Quarterback
New Jersey
$641K +$666K +13,514 New
FMAEN1
844
Fund Management at Engine No 1
California
$638K +$106K +2,147 +19%
LSAG
845
Lake Street Advisors Group
New Hampshire
$633K -$21.7K -440 -3%
BP
846
Ballentine Partners
Massachusetts
$633K -$20K -405 -3%
WA
847
WBH Advisory
Maryland
$633K -$2.47K -50 -0.4%
SC
848
Savant Capital
Illinois
$632K +$4.24K +86 +0.6%
LA
849
Lindenwold Advisors
Pennsylvania
$628K
VWA
850
Visionary Wealth Advisors
Illinois
$627K +$652K +13,220 New

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.