We are live on ! Find out more
TFC icon

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
RPA
1051
Rock Point Advisors
Vermont
$320K +$144K +3,000 +69%
TA
1052
TrueWealth Advisors
Alabama
$319K +$33.4K +694 +10%
WCM
1053
Washington Capital Management
Washington
$319K
SEIA
1054
Signature Estate & Investment Advisors
California
$318K +$1.25K +26 +0.4%
FIA
1055
Foundations Investment Advisors
Arizona
$318K +$120K +2,486 +52%
FA
1056
Faithward Advisors
Pennsylvania
$317K -$116K -2,415 -25%
FLI
1057
Family Legacy Inc
South Carolina
$315K -$770 -16 -0.2%
PCA
1058
Personal Capital Advisors
California
$314K +$481 +10 +0.1%
CC
1059
Cipher Capital
New York
$312K +$345K +7,174 New
PH
1060
Pinnacle Holdings
Oklahoma
$311K
LI
1061
Lafayette Investments
Maryland
$311K
RTC
1062
Riverview Trust Company
Washington
$310K -$12.3K -255 -3%
BCM
1063
Boltwood Capital Management
California
$310K +$58.7K +1,220 +21%
BA
1064
Ballew Advisors
Mississippi
$309K
VC
1065
Veracity Capital
Georgia
$309K +$22.5K +467 +7%
First Manhattan
1066
First Manhattan
New York
$308K -$292K -6,075 -46%
ST
1067
Smithfield Trust
Pennsylvania
$308K -$7.22K -150 -2%
1IA
1068
1834 Investment Advisors
Wisconsin
$307K +$338K +7,025 +21,953%
FAIM
1069
Financial Advocates Investment Management
Washington
$306K +$34.4K +715 +9%
LI
1070
LMCG Investments
Massachusetts
$305K +$7.65K +159 +2%
TCMP
1071
Thrive Capital Management (Pennsylvania)
Pennsylvania
$305K +$337K +7,009 New
RBC
1072
Romano Brothers & Co
Illinois
$305K +$337K +7,011 New
1IA
1073
1620 Investment Advisors
Massachusetts
$302K +$9.38K +195 +3%
KIA
1074
KCM Investment Advisors
California
$302K +$103K +2,134 +45%
T
1075
TOBAM
France
$299K

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.