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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
SEIA
1051
Signature Estate & Investment Advisors
California
$345K -$13.8K -279 -4%
SHA
1052
Seneca House Advisors
Virginia
$345K +$18.8K +382 +6%
WWM
1053
Western Wealth Management
Colorado
$344K -$247 -5 -0.1%
PCA
1054
Personal Capital Advisors
California
$342K -$57.9K -1,173 -14%
FLI
1055
Family Legacy Inc
South Carolina
$342K
MBT
1056
Montecito Bank & Trust
California
$341K -$44.4K -900 -11%
LI
1057
Lafayette Investments
Maryland
$339K
PH
1058
Pinnacle Holdings
Oklahoma
$339K
CH
1059
Canton Hathaway
Rhode Island
$336K
WJWM
1060
Williams Jones Wealth Management
New York
$335K +$109K +2,208 +46%
ACM
1061
AUA Capital Management
Pennsylvania
$333K +$1.28K +26 +0.4%
TC
1062
Titleist Capital
Texas
$332K -$17.5K -354 -5%
LSPW
1063
Lake Street Private Wealth
Illinois
$330K -$216K -4,382 -39%
CPO
1064
Cerity Partners OCIO
New York
$327K +$85.9K +1,741 +34%
T
1065
TOBAM
France
$326K +$184K +3,735 +119%
LI
1066
LMCG Investments
Massachusetts
$325K -$22.1K -449 -6%
CT
1067
Columbia Trust
Oregon
$325K
PCP
1068
Proficio Capital Partners
Massachusetts
$324K -$141K -2,853 -29%
MCA
1069
Millennium Capital Advisors
Arkansas
$323K -$54.3K -1,100 -14%
Simplex Trading
1070
Simplex Trading
Illinois
$322K -$1.52M -30,798 -82%
BA
1071
Ballew Advisors
Mississippi
$322K
CA
1072
Carson Advisory
Georgia
$320K +$9.86K +200 +3%
EI
1073
Ellevest Inc
New York
$319K -$23.9K -485 -7%
1IA
1074
1620 Investment Advisors
Massachusetts
$319K +$10.7K +216 +3%
SVWAG
1075
Sound View Wealth Advisors Group
Georgia
$319K +$24.5K +497 +8%

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.