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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
SBH
1001
Segall Bryant & Hamill
Illinois
$388K -$31.9K -664 -7%
SIM
1002
Sentry Investment Management
Wisconsin
$388K
NL
1003
NWAM LLC
Washington
$387K -$15.5K -323 -4%
MPIA
1004
Mountain Pacific Investment Advisers
Idaho
$385K
QCG
1005
Quadrant Capital Group
Ohio
$382K -$3.51K -73 -0.8%
ARMC
1006
American Research & Management Company
Massachusetts
$381K
DI
1007
DFPG Investments
Utah
$381K +$442K +9,181 New
WDC
1008
Woodward Diversified Capital
California
$380K -$9.96K -207 -2%
BAM
1009
Berkshire Asset Management
Pennsylvania
$379K -$2.45K -51 -0.6%
IFWM
1010
Institute for Wealth Management
Colorado
$379K
GC
1011
Gilbert & Cook
Iowa
$377K +$8.71K +181 +2%
CCA
1012
Cobblestone Capital Advisors
New York
$376K +$8.66K +180 +2%
AIA
1013
Arbor Investment Advisors
North Carolina
$374K -$3.09M -64,201 -88%
SBL
1014
Sargent Bickham Lagudis
Colorado
$372K +$5.68K +118 +1%
BCM
1015
Birmingham Capital Management
Alabama
$372K +$16.1K +335 +4%
FMLI
1016
Fukoku Mutual Life Insurance
Japan
$369K +$84.7K +1,760 +26%
QCM
1017
Quantinno Capital Management
New York
$369K +$103K +2,139 +34%
PCM
1018
Prelude Capital Management
New York
$366K -$9.29K -193 -2%
CIM
1019
CIM Investment Management
Pennsylvania
$366K
NC
1020
NewSquare Capital
Pennsylvania
$364K
FPWM
1021
FSB Premier Wealth Management
Iowa
$363K -$8.37K -174 -2%
PCOC
1022
Power Corp of Canada
Canada
$356K +$393K +8,176 New
PWMAG
1023
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$71K +1,476 +22%
XWM
1024
Xcel Wealth Management
Florida
$354K
RB
1025
Renasant Bank
Mississippi
$353K -$98.5K -2,047 -20%

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.