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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
926
WealthTrust Axiom
Pennsylvania
$475K +$15.1K +314 +3%
HVIA
927
Hudson Valley Investment Advisors
New York
$474K -$64K -1,331 -11%
GRQ
928
Gardner Russo & Quinn
Pennsylvania
$472K +$3.03K +63 +0.6%
QI
929
Qtron Investments
Massachusetts
$471K
CA
930
CSM Advisors
Pennsylvania
$470K
NRA
931
NSI Retail Advisors
Pennsylvania
$470K
CFAM
932
Center For Asset Management
Florida
$468K +$89.7K +1,864 +21%
BTWM
933
Baker Tilly Wealth Management
Wisconsin
$466K +$2.79K +58 +0.5%
HSA
934
HBK Sorce Advisory
Pennsylvania
$465K +$137K +2,856 +37%
MCM
935
MAI Capital Management
Ohio
$464K -$12.6K -261 -2%
LOPW
936
Live Oak Private Wealth
North Carolina
$460K
IRAG
937
Investment Research & Advisory Group
Georgia
$458K +$529 +11 +0.1%
CAM
938
Covenant Asset Management
New Jersey
$457K -$15.2K -315 -3%
TFA
939
Triad Financial Advisors
North Carolina
$454K +$6.83K +142 +1%
OA
940
Oak Associates
Ohio
$452K -$18K -375 -3%
OR
941
Olympiad Research
Connecticut
$450K -$2.94K -61 -0.6%
FCFC
942
First Commonwealth Financial Corp
Pennsylvania
$449K +$28.7K +596 +6%
CI
943
Conning Inc
Connecticut
$448K -$67.6K -1,405 -12%
SP
944
Symmetry Partners
Connecticut
$447K +$54.6K +1,135 +12%
GCM
945
Graham Capital Management
Connecticut
$447K +$494K +10,268 New
SCM
946
Shelton Capital Management
Colorado
$445K -$3.04M -63,200 -86%
ESB
947
Essex Savings Bank
Connecticut
$445K -$337 -7 -0.1%
FA
948
Fortis Advisors
Pennsylvania
$445K +$12.4K +258 +3%
1SB
949
1ST Source Bank
Indiana
$445K +$20.3K +422 +4%
LWAM
950
Legacy Wealth Asset Management
Minnesota
$445K +$492K +10,231 New

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.