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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
GC
876
Gratus Capital
Georgia
$581K
BC
877
Bartlett & Co
Ohio
$581K +$5.23K +106 +0.9%
TL
878
Tradewinds LLC
North Carolina
$581K +$604K +12,246 New
BCWM
879
Bartlett & Co Wealth Management
Ohio
$581K +$5.23K +106 +0.9%
HVIA
880
Hudson Valley Investment Advisors
New York
$579K -$23.7K -481 -4%
FH
881
FWG Holdings
Florida
$578K +$32.9K +667 +6%
NEAM
882
New England Asset Management
Connecticut
$574K
Koshinski Asset Management
883
Koshinski Asset Management
Illinois
$573K -$28K -567 -4%
LWP
884
Lumature Wealth Partners
Georgia
$573K +$2.56K +52 +0.4%
IF
885
Intrua Financial
Texas
$571K +$269K +5,453 +83%
EL
886
ERN LLC
Delaware
$570K +$593K +12,015 New
DY
887
Dowling & Yahnke
California
$569K -$32.7K -663 -5%
RW
888
Rede Wealth
Virginia
$569K +$1.82K +37 +0.3%
SSW
889
Stone Summit Wealth
Florida
$563K -$2.02K -41 -0.3%
PFA
890
Pathway Financial Advisors
Vermont
$563K
PA
891
Procyon Advisors
Connecticut
$563K +$148K +2,994 +34%
FTC
892
Farmers Trust Company
Ohio
$562K
OAJ
893
Ogorek Anthony Joseph
New York
$561K -$78.1K -1,583 -12%
EFSCE
894
Enterprise Financial Services Corp (EFSC)
Missouri
$560K -$253K -5,120 -30%
CCG
895
Cypress Capital Group
Florida
$560K -$247 -5 -0%
FFP
896
Forbes Financial Planning
Rhode Island
$560K
KP
897
Keel Point
Alabama
$559K -$26.3K -533 -5%
NB
898
NBT Bank
New York
$559K +$86K +1,743 +17%
CI
899
Conning Inc
Connecticut
$554K -$4.78K -97 -0.8%
SWM
900
Sculati Wealth Management
Michigan
$553K

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.