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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
ICM
976
Islay Capital Management
Texas
$410K
MCWS
977
McKinley Carter Wealth Services
West Virginia
$408K -$81.2K -1,688 -15%
CWC
978
Carolinas Wealth Consulting
North Carolina
$408K -$78.9K -1,639 -15%
FS
979
Ferguson Shapiro
Georgia
$407K
1W
980
1776 Wealth
Georgia
$407K +$77K +1,600 +21%
BWA
981
BDO Wealth Advisors
Florida
$406K -$38.9K -809 -8%
RWB
982
RMR Wealth Builders
New Jersey
$406K
AA
983
Advisory Alpha
Michigan
$406K +$914 +19 +0.2%
MYIA
984
Mount Yale Investment Advisors
Colorado
$405K -$6.3K -131 -1%
NRI
985
NFP Retirement Inc
California
$405K +$385 +8 +0.1%
CIBC World Market
986
CIBC World Market
Ontario, Canada
$404K +$231K +4,802 +107%
GIA
987
Gladstone Institutional Advisory
Florida
$403K -$111K -2,313 -20%
FA
988
Fiducient Advisors
Illinois
$401K
KC
989
Kingfisher Capital
North Carolina
$400K -$1.4K -29 -0.3%
BEI
990
Benjamin Edwards Inc
Missouri
$399K -$13.6K -282 -3%
KA
991
Kovack Advisors
Florida
$399K +$6.45K +134 +1%
CF
992
Centaurus Financial
California
$398K +$48.5K +1,008 +12%
PL
993
Parthenon LLC
Kentucky
$397K
IA
994
IFG Advisory
Georgia
$397K +$133K +2,765 +43%
SSG
995
Summit Securities Group
New York
$396K +$294K +6,118 +205%
HKIM
996
Hayek Kallen Investment Management
Alabama
$394K
STA
997
Summit Trail Advisors
New York
$394K +$48.6K +1,010 +13%
MCM
998
Mill Capital Management
North Carolina
$391K -$12.4K -258 -3%
ZCA
999
Zeke Capital Advisors
Pennsylvania
$391K -$1.3K -27 -0.3%
EWM
1000
Evermay Wealth Management
Virginia
$389K -$2.02K -42 -0.5%

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.