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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
BAS
1001
Brown Advisory Securities
Maryland
$407K -$88.8K -1,800 -17%
CFO
1002
Collective Family Office
Pennsylvania
$404K -$1.28K -26 -0.3%
FPWM
1003
FSB Premier Wealth Management
Iowa
$403K +$3.11K +63 +0.7%
CCA
1004
Cobblestone Capital Advisors
New York
$401K +$48.8K +990 +13%
RF
1005
Rollins Financial
Georgia
$400K +$241K +4,878 +137%
SBL
1006
Sargent Bickham Lagudis
Colorado
$399K -$36K -729 -8%
CIM
1007
CIM Investment Management
Pennsylvania
$398K -$2.56K -52 -0.6%
GC
1008
Gilbert & Cook
Iowa
$398K +$15.9K +323 +4%
SB
1009
Strategic Blueprint
Georgia
$397K -$2.42K -49 -0.6%
VI
1010
Versor Investments
New York
$397K +$412K +8,361 New
NC
1011
NewSquare Capital
Pennsylvania
$396K
TFF
1012
The Family Firm
Maryland
$393K +$409K +8,287 New
GIA
1013
Gateway Investment Advisers
Ohio
$392K +$1.58K +32 +0.4%
ECM
1014
Evergreen Capital Management
Washington
$390K +$11.4K +231 +3%
BCM
1015
Birmingham Capital Management
Alabama
$389K
APG
1016
Abacus Planning Group
South Carolina
$387K -$16.6K -336 -4%
SAMT
1017
Select Asset Management & Trust
Pennsylvania
$386K
CF
1018
Centaurus Financial
California
$386K +$115K +2,331 +40%
XWM
1019
Xcel Wealth Management
Florida
$385K +$49 +1 +0%
MWM
1020
Madison Wealth Management
Ohio
$384K +$4.98K +101 +1%
STA
1021
Summit Trail Advisors
New York
$382K -$8.29K -168 -2%
BWP
1022
BSW Wealth Partners
Colorado
$382K -$7.64K -155 -2%
DSN
1023
D. Scott Neal
Kentucky
$382K
IGWM
1024
ICA Group Wealth Management
Colorado
$382K +$7.25K +147 +2%
FAIM
1025
Financial Advocates Investment Management
Washington
$382K +$147K +2,977 +59%

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.