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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
Fisher Asset Management
851
Fisher Asset Management
Washington
$626K +$265K +5,383 +69%
IWC
852
Integrated Wealth Concepts
Massachusetts
$625K +$66.7K +1,353 +11%
First Manhattan
853
First Manhattan
New York
$624K +$35.3K +715 +6%
SACTSONJ
854
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$622K
WCAMG
855
Woodard & Company Asset Management Group
North Carolina
$616K +$10.7K +216 +2%
EIA
856
Eastover Investment Advisors
North Carolina
$615K -$54.3K -1,100 -8%
AIM
857
Allen Investment Management
New York
$614K
CIC
858
Chilton Investment Company
Connecticut
$614K
EH
859
Equitable Holdings
New York
$613K -$7K -142 -1%
AWE
860
Avidian Wealth Enterprises
Texas
$612K +$93.1K +1,888 +17%
AWG
861
Altus Wealth Group
Colorado
$609K +$9.57K +194 +2%
FFMBT
862
First Farmers & Merchants Bank Trust
Tennessee
$608K -$2.96K -60 -0.5%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$606K -$22.8K -463 -3%
NP
864
NorthRock Partners
Minnesota
$606K +$986 +20 +0.2%
FWM
865
ForthRight Wealth Management
Georgia
$605K +$239K +4,853 +61%
National Bank of Canada
866
National Bank of Canada
Quebec, Canada
$604K -$1.7M -34,564 -73%
CIC
867
Carnegie Investment Counsel
Ohio
$601K +$838 +17 +0.1%
OCG
868
Opus Capital Group
Ohio
$600K +$79K +1,601 +14%
EWA
869
Exencial Wealth Advisors
Oklahoma
$593K +$7.15K +145 +1%
CIC
870
Crawford Investment Counsel
Georgia
$592K +$149K +3,016 +32%
CPSAC
871
Chas P. Smith & Associates (CPS)
Florida
$591K +$29.9K +606 +5%
PCM
872
Penserra Capital Management
California
$588K -$46.1K -935 -7%
SP
873
Successful Portfolios
Florida
$587K
OWA
874
Outlook Wealth Advisors
Texas
$587K +$28.7K +581 +5%
IMRF
875
Illinois Municipal Retirement Fund
Illinois
$585K +$284K +5,751 +87%

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.