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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
FFP
901
Forbes Financial Planning
Rhode Island
$514K
BC
902
Bartlett & Co
Ohio
$513K -$22.7K -471 -4%
SSW
903
Stone Summit Wealth
Florida
$513K -$4.81K -100 -0.8%
BCWM
904
Bartlett & Co Wealth Management
Ohio
$513K -$22.7K -471 -4%
CPSAC
905
Chas P. Smith & Associates (CPS)
Florida
$510K -$35.4K -736 -6%
PCM
906
Penserra Capital Management
California
$510K -$32.8K -681 -5%
FWM
907
ForthRight Wealth Management
Georgia
$509K -$51.6K -1,073 -8%
FTC
908
Farmers Trust Company
Ohio
$509K -$7.84K -163 -1%
SWM
909
Sculati Wealth Management
Michigan
$508K
RCM
910
Radnor Capital Management
Pennsylvania
$506K
CCG
911
Cypress Capital Group
Florida
$504K -$12.6K -262 -2%
ADL
912
Asset Dedication LLC
California
$501K -$1.4K -29 -0.3%
HFG
913
Heron Financial Group
New York
$500K
DY
914
Dowling & Yahnke
California
$499K -$25.8K -537 -4%
GWA
915
GGM Wealth Advisors
Maryland
$498K +$80.1K +1,664 +17%
IF
916
Intrua Financial
Texas
$497K -$29.5K -614 -5%
EGA
917
Eagle Global Advisors
Texas
$496K -$11.6M -240,812 -95%
MAM
918
Montchanin Asset Management
Delaware
$495K +$97.2K +2,020 +22%
CCP
919
Cassia Capital Partners
North Carolina
$493K +$97.3K +2,022 +22%
RIA
920
Realta Investment Advisors
Delaware
$492K +$3.56K +74 +0.7%
SJL
921
Shayne & Jacobs LLC
Tennessee
$487K
KP
922
Keel Point
Alabama
$485K +$7.17K +149 +1%
VA
923
Valmark Advisers
Ohio
$484K +$179K +3,727 +50%
CIC
924
Crawford Investment Counsel
Georgia
$477K -$72.7K -1,512 -12%
TIM
925
Thompson Investment Management
Wisconsin
$476K

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.