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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
DSN
1026
D. Scott Neal
Kentucky
$351K
FNFDCM
1027
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$351K +$12K +250 +3%
VFP
1028
Verus Financial Partners
Virginia
$350K -$40K -831 -9%
NGA
1029
Naples Global Advisors
Florida
$349K +$19.2K +399 +5%
MWM
1030
Madison Wealth Management
Ohio
$348K -$4.86K -101 -1%
CLOS
1031
Compagnie Lombard Odier SCmA
Switzerland
$348K
CAM
1032
Cozad Asset Management
Illinois
$346K -$79.4K -1,650 -17%
APG
1033
Abacus Planning Group
South Carolina
$346K -$9.67K -201 -2%
CCA
1034
Childress Capital Advisors
Texas
$340K +$368K +7,655 New
AC
1035
ASB Consultores
Florida
$339K
SWM
1036
Spire Wealth Management
Virginia
$337K -$758K -15,761 -67%
GAM
1037
Gemmer Asset Management
California
$335K +$3.51K +73 +1%
WWMSC
1038
Wagner Wealth Management (South Carolina)
South Carolina
$333K -$4.57K -95 -1%
SFM
1039
Systematic Financial Management
New Jersey
$333K
RFA
1040
Resurgent Financial Advisors
Georgia
$333K +$368K +7,642 New
IGWM
1041
ICA Group Wealth Management
Colorado
$331K +$2.26K +47 +0.6%
ECM
1042
Evergreen Capital Management
Washington
$329K -$32.3K -671 -8%
DE
1043
Day & Ennis
Georgia
$324K -$2.17K -45 -0.6%
HNWAG
1044
High Net Worth Advisory Group
Florida
$323K -$27.3K -567 -7%
HLOC
1045
H.L. Ormond & Company
North Carolina
$323K +$42.5K +883 +14%
EFSCE
1046
Enterprise Financial Services Corp (EFSC)
Missouri
$322K -$213K -4,423 -37%
RMDI
1047
R.M. Davis Inc
Maine
$322K -$92.4K -1,921 -21%
SAMT
1048
Select Asset Management & Trust
Pennsylvania
$321K -$36.6K -761 -9%
AW
1049
ACG Wealth
Georgia
$320K +$144 +3 +0%
VCM
1050
Vigilant Capital Management
Maine
$320K +$45.3K +942 +15%

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.