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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
RCM
901
Radnor Capital Management
Pennsylvania
$552K +$21K +425 +4%
EMG
902
ETF Managers Group
New Jersey
$551K -$243K -4,930 -30%
GIA
903
Gladstone Institutional Advisory
Florida
$548K -$169K -3,423 -23%
HFG
904
Heron Financial Group
New York
$545K
ADL
905
Asset Dedication LLC
California
$542K -$543 -11 -0.1%
RIA
906
Realta Investment Advisors
Delaware
$541K +$30.3K +615 +6%
BBNA
907
Bremer Bank National Association
Minnesota
$537K -$89.8K -1,821 -14%
SJL
908
Shayne & Jacobs LLC
Tennessee
$530K
AP
909
Arlington Partners
Alabama
$530K +$448K +9,090 +435%
MCWS
910
McKinley Carter Wealth Services
West Virginia
$524K +$342K +6,941 +169%
CWC
911
Carolinas Wealth Consulting
North Carolina
$522K +$3.65K +74 +0.7%
TIM
912
Thompson Investment Management
Wisconsin
$518K
MCM
913
MAI Capital Management
Ohio
$517K -$156K -3,162 -22%
BB
914
Busey Bank
Illinois
$514K +$9.52K +193 +2%
GBT
915
Grove Bank & Trust
Florida
$514K +$137K +2,783 +35%
QI
916
Qtron Investments
Massachusetts
$513K +$534K +10,819 New
CAM
917
Covenant Asset Management
New Jersey
$512K
CA
918
CSM Advisors
Pennsylvania
$512K
NRA
919
NSI Retail Advisors
Pennsylvania
$512K
GRQ
920
Gardner Russo & Quinn
Pennsylvania
$512K +$2.76K +56 +0.5%
OA
921
Oak Associates
Ohio
$510K
HI
922
Horizon Investments
North Carolina
$507K -$22.6K -459 -4%
BTWM
923
Baker Tilly Wealth Management
Wisconsin
$505K +$67.1K +1,360 +15%
WA
924
WealthTrust Axiom
Pennsylvania
$503K
LOPW
925
Live Oak Private Wealth
North Carolina
$502K -$10.1K -204 -2%

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.