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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
WA
851
Waverly Advisors
Alabama
$603K +$666K +13,842 New
HW
852
Hancock Whitney
Mississippi
$599K -$604K -12,559 -48%
CFG
853
Citizens Financial Group
Rhode Island
$598K +$1.93K +40 +0.3%
NB
854
Northwest Bancshares
Pennsylvania
$593K -$8.66K -180 -1%
MFG
855
Merit Financial Group
Georgia
$593K +$353K +7,330 +117%
DA
856
Denali Advisors
California
$592K -$28.9K -600 -4%
WI
857
WrapManager Inc
California
$588K +$170K +3,523 +35%
OCG
858
Opus Capital Group
Ohio
$587K +$39.6K +823 +7%
WA
859
WBH Advisory
Maryland
$586K +$4.91K +102 +0.8%
SIA
860
Schechter Investment Advisors
Michigan
$585K -$24.4K -508 -4%
CRI
861
Colonial River Investments
Virginia
$585K -$14.5K -301 -2%
HC
862
HNP Capital
New York
$584K -$632K -13,138 -49%
EH
863
Equitable Holdings
New York
$578K +$17.6K +366 +3%
AWE
864
Avidian Wealth Enterprises
Texas
$578K +$18K +375 +3%
LA
865
Lindenwold Advisors
Pennsylvania
$576K -$144 -3 -0%
EGM
866
Engineers Gate Manager
New York
$574K +$635K +13,190 New
SACTSONJ
867
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$571K
WWM
868
Western Wealth Management
Colorado
$571K +$284K +5,907 +82%
MME
869
Meag Munich Ergo
Germany
$569K +$628K +13,059 New
AIM
870
Allen Investment Management
New York
$564K
CIC
871
Chilton Investment Company
Connecticut
$564K
BAM
872
Belpointe Asset Management
Nevada
$563K +$162K +3,375 +35%
FFMBT
873
First Farmers & Merchants Bank Trust
Tennessee
$558K
EWA
874
EverSource Wealth Advisors
Alabama
$555K -$227K -4,723 -27%
FMAEN1
875
Fund Management at Engine No 1
California
$555K -$33.1K -688 -5%

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.