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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
AWM
976
Altium Wealth Management
New York
$437K -$207K -4,190 -31%
FA
977
Fiducient Advisors
Illinois
$437K
KC
978
Kingfisher Capital
North Carolina
$437K +$1.43K +29 +0.3%
AAP
979
Arax Advisory Partners
Colorado
$436K +$49 +1 +0%
SQA
980
Simon Quick Advisors
New Jersey
$434K -$22K -446 -5%
SP
981
Symmetry Partners
Connecticut
$433K
PL
982
Parthenon LLC
Kentucky
$432K
VFP
983
Verus Financial Partners
Virginia
$431K +$37.6K +762 +9%
PMG
984
ProVise Management Group
Florida
$431K +$144K +2,926 +47%
HKIM
985
Hayek Kallen Investment Management
Alabama
$429K
KA
986
Kovack Advisors
Florida
$429K +$53.8K +1,091 +14%
ZCA
987
Zeke Capital Advisors
Pennsylvania
$428K -$5.18K -105 -1%
EWM
988
Evermay Wealth Management
Virginia
$426K -$4K -81 -0.9%
WDC
989
Woodward Diversified Capital
California
$424K +$47K +952 +12%
SIM
990
Sentry Investment Management
Wisconsin
$423K -$85.6K -1,735 -16%
CFAM
991
Center For Asset Management
Florida
$422K +$439K +8,892 New
QCG
992
Quadrant Capital Group
Ohio
$420K +$45.3K +919 +12%
MPIA
993
Mountain Pacific Investment Advisers
Idaho
$419K
ARMC
994
American Research & Management Company
Massachusetts
$415K
BAM
995
Berkshire Asset Management
Pennsylvania
$415K +$690 +14 +0.2%
PI
996
PineBridge Investments
New York
$413K -$10.5M -213,594 -96%
IFWM
997
Institute for Wealth Management
Colorado
$413K -$888 -18 -0.2%
GLA
998
Good Life Advisors
Pennsylvania
$413K +$33.3K +676 +8%
GL
999
Graypoint LLC
New York
$413K +$57.4K +1,163 +15%
PCM
1000
Prelude Capital Management
New York
$408K +$424K +8,603 New

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.